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 Leads

 

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

 

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

The interface allows you to:

• Edit lead records

• Delete lead records

• Add comments to lead records

• Send Email from a lead record

• Import and Export Lead records

• Find Duplicate lead Records

Edit common details of several leads

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

• Select the leads to be edited

• Click 'Actions' and choose 'Edit'

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

It contains three tabs:

• Lead Details

• Address Details

• Description Details

Lead Details

The 'Lead Details' tab allows you to enter new values for first name, last name, website and more.

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

• Click 'Save'.
  

Address Details

The 'Address Details' tab allows you to update city, state country details and more if the leads have these information in common.

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

• Click 'Save'.

Description Details

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

• Enter the new description and click 'Save'.

Delete Lead Records

Records for the lead that are no longer required can be removed.

 

Remove lead records

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

• Select the Lead(s) to be deleted

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

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

Add Comments to Lead Records

You can leave a comment applies to all selected leads.

To do this:

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

• Select the Lead(s) to which you need to add comment

• Click 'Add Comment' and enter the comments

• Click 'Save'.

Send Email

 

You can send mails to multiple leads at once. See Emails to know how to send mails to several leads.

 

Import / Export Lead 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 lead records at once.

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

• Select the duplicate lead records to be identified

• Click 'Actions' and choose 'Find Duplicates'

• Choose the lead related fields from the drop down and if you dot want the empty values, select the 'Ignore empty values' option.

• Click 'Find Duplicates'

The 'Duplicate Leads' page is displayed.

• You can select the duplicate lead record and click the delete button on the top left of the 'Duplicate Leads' page

OR

• Select required the records and click 'Merge'

The 'Merge Records > Leads' screen will be displayed.

• Choose the field of record no.1 or 2 that you want to merge

• Click 'Merge'.