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

Mass Management of Opportunities

CRM allows you to edit, delete and add comments for several opportunities records at once. This is useful when you are updating or altering details that are common to a set of opportunities records. For example, you may have several opportunities with different staff members, different close dates and different projected revenues, but would like to pass a common comment to staff assigned to those opportunities.

Tip: If you want to update the details of a single opportunity record: Open the 'Opportunities List', click the opportunity name then click the 'Edit'/ button. See 'Manage Opportunities' for more details.

The interface allows you to:

• Edit opportunities records

• Delete opportunities records

• Add comments

• Import / Export opportunities records

• Find duplicates

Edit common details of several opportunities

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

• Select the opportunities to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Opportunities' pop-up will appear:

It contains four tabs:

• Quotes Details

• Address Details

• Terms & Conditions

• Description Details
  

Opportunity Details

 

The 'Opportunity Details' tab allows you to specify opportunity name, organization name and more.

• Enter the new values for the parameters. See this table for descriptions of the fields in the 'Opportunity Details' tab 

• Click 'Save'. 

Description Details

The 'Description Details' tab allows you to enter a common description for the selected opportunities records.

• Enter the new description and click 'Save' 

Delete Opportunities Records

Opportunities records that are no longer required can be removed.

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

• Select the opportunities to be deleted

• Click 'Actions' and choose 'Delete' button.

• Click 'Yes' in the confirmation dialog to remove the record(s)

Add Comments to Opportunities Records

You can update a comment that applies to all the selected opportunities.

To do this:

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

• Select the opportunities to which you need to add comment

• Click 'Add Comment' and enter the comments

• Click 'Save'

Import / Export Opportunities Records

You can import saved records and export opportunities records from this interface. See 'Import and Export Records' for more information.

Find Duplicates

You can find duplicate records from multiple opportunity records at once.

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

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the opportunity related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields as indicating a duplicate

• Click 'Find Duplicates'

The 'Duplicate Opportunities' page will be displayed.

• To delete a duplicate opportunity record, select it and click the delete button on the top left.

• To merge duplicate records, select them in the 'Merge Select' rows and click 'Merge'

The 'Merge Records' dialog will be displayed:

• Select the column values that should be retained in the merged record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Opportunities List' page as per the selected column values