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Xcitium Platform

Xcitium Platform

CRM - Admin Guide

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The CRM Admin Console > View And Manage The Home Console
  • 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
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    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
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    • Configure Miscellaneous Settings
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  • About Comodo Security Solutions

View and Manage the Home Console


After logging in to Customer Relationship Management (CRM), the home page will be displayed by default. The statistics and charts shown on the home page can be customized by adding different widgets.


Widgets are tiles containing key performance indicators which you can add to the home screen.

  • To add a widget, go to the home page and click the 'Add Widget' button.
  • Choose a widget from the list. The chosen tile will appear on the home screen.



  • To refresh a widget, click the 'Refresh' icon at the top-right of the widget tile
  • To remove the widget, click 'X' at the top-right of the tile
  • Click the cog icon at the top-right of a widget tile to filter the data which is shown.

The following sections provide more details about each of the various tiles you can add:

  • History – A real-time feed of user actions performed on records in modules. The 'History' widget cannot be deleted.



 

Administrators can see a complete history of changes across all records. Non-admin users can only see their own changes in the history.

  • Use the 'History' search filter to view records per 'Comment' or 'Updates',

You can search upcoming activities as per 'Mine' or 'All' records.

  • Funnel – Shows the number of opportunities you have in each stage of your sales cycle.




Use the drop-down above the chart to view the sales funnels of individual users, groups or of the entire company.

  • Opportunities by Stage – Shows a bar chart representation of the Opportunity records of different users according to sales stages



  • Sales Pipeline – Shows the amount of potential revenue tied up in each stage of your sales cycle.



  • Revenue by Salesperson – Shows revenues generated by different sales representatives on your team



You can search for revenue by specific salespersons by clicking the cog icon at the top of the widget.
  • Top Opportunities - Shows open leads with the highest projected revenues



  • Leads by Status - Shows the status of open leads and how many are in each status.


Click the cog icon to filter leads by creation date and/or by salesperson.



  • Leads by Source - Shows the channels through which your leads were generated. The number of leads created by a particular channel is shown above its bar



Click the cog icon to filter leads by creation date and/or by salesperson.



  • Leads by Industry - Shows leads by the industry vertical to which they belong.


Click the cog icon to filter leads by creation date and/or by salesperson.



  • Overdue Activities - A list of events which were not completed by the deadline set for the task. 



  • Key Metrics - A top-level list of important statistics about your sales operations.



  • Tag Cloud – The list of all tagged records. You can tag a record from any of the CRM interfaces and it will be displayed in the 'Tag cloud' tile in the home page.



  • Total Amount by Sales stage - Shows a bar chart of opportunities according to their sales stages.



  • Mini List – Allows you to display summary data from CRM modules.
  • To add a mini list, click 'Add Widget' button and then click 'Mini List' from the drop down menu.



  • In the pop-up, select a desired Module, Filter, and select fields (Max 2) that you want to see records from
  • Click 'Save' to apply the filter

  



The information of records in the filter will now be displayed in home page.



  • Notepad - Allows you to write and save quick notes on the home page.



  • Enter notepad name and notepad content details and then click 'Save'.

The note will be displayed on the home interface.



  • To edit the note, click the 'Edit' button at the top right corner.

Each module has a dashboard area accessible from the left side of the module interface.


The 'Quick Create' menu on the right ('+' icon) allows you to quickly add new 'Campaigns', 'Organizations', 'Products', 'Vendors', 'Leads', 'Opportunities', 'Services', 'Events', 'Contacts', 'Assets' and 'Price Book'. See Quick Create to create these records in short period.


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