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Xcitium Platform

Xcitium Platform

CRM - Admin Guide

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Introduction To CRM
  • 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

Introduction to CRM

 

CRM allows businesses to save time and grow productivity by implementing automatic workflows to generate, nurture and close customer leads and opportunities.


CRM benefits

  • Automation of sales processes

  • Customer Support & Services
  • Marketing Automation
  • Inventory Management
  • Calendar & Activity Management




This guide will take administrators through the set up and ongoing usage of CRM and is broken down into the following main sections:

  • 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
  • Campaigns
  • Leads
  • Organizations
  • Contacts
  • Opportunities
  • Quotes
  • Invoices
  • Sales Orders
  • Inventory
  • Assets
  • Products
  • Services
  • Price Books
  • Vendors
  • Purchase Orders
  • Tools
  • Email Templates
  • Add Websites Bookmarks
  • View and Manage Calendars
  • Recycle Bin
  • Analytics
    • Generate a Report
    • Manage Reports
      • Configure CRM Settings

      • Custom Views


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