Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Contacts

• You can schedule activities for any contact that has been added to the Customer Relationship Management (CRM). Contact activities will be shown in the calendars of team members assigned to the activity. Other team members may view the activity details from the shared calendar.

• You can also view and manage associated emails, quotes, sales orders, purchase orders, invoices, campaigns, vendors, assets, invoices , products, services and opportunities.

Activities

Activities consist of 'Events' (meetings, calls, webinars etc) and 'To Dos' (product delivery, purchase etc). You can add an 'Event' or 'To Do' as a contact activity as follows:

Create an Event/To Do:

• Click 'All' > 'Contacts' (under 'Marketing and Sales') to open the 'Contact List' interface

• Click on the contact for whom you want to add an activity.

• In the contact details page, click 'Activities' on the right-hand menu

• Click either the 'Add Event' or 'Add To Do' button. You can also switch between types while in the event creation dialog:

• Event - Create a scheduled activity that has a fixed start and end time. You need to pick an activity type (meeting, call etc), specify the start & end times of the event and assign the event to a staff member. You should also create a subject (or name) for the activity and specify its current status (planned, held, not held).

• To do – A 'to do' is a general task with a due date for the contact. For example, 'Follow up call', 'Send Quote', 'Deliver Purchased Items' etc.

• Please note that the 'Activity Type' option is only available for quick events.

• The information in the quick event dialog will be used to populate the calendar entry. Click 'Go to Full Form' if you want to create a detailed event with more information (priority, visibility etc).

• Click 'Save' to register your event or to-do.

See the section Manage Shared Calendar for more details on the 'Event/To Do' full form.

Tracking

• Click 'All' > 'Contacts' then click on a contact's name to open their details page.

• The links on the right show record types that can be associated with the contact. These include organizations, leads, opportunities, invoices, products, campaigns, purchase orders and more.

• Click any of these links to view items that have already been associated with the contact. 

• To add a new item, click the 'Add' button within any of the record types.

• See Associate Records from Other Modules to a contact for more help to associate other records with contacts.