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 Organizations

• The 'Organization List' interface lets you view and update organization details, including address and shipping information. You can also view the historic details of updates made by Staff members and add comments to the organization record.

• The staff members can schedule activities and events for the organization from this interface. The activities will be reflected in the calendars of team members assigned to the organization.

• You can associate records of other modules like opportunities, quotes, sales order, invoice, email, product, organizational assets and more to an organization.

View organization details

• Click 'All' > 'Organization' to open the ' Organization List' interface

• Click on an organization name to open the 'Organization Summary' interface

• To see even more information, click 'Organization Details' on the right-hand menu

You can edit an organization record in three ways:

• Click 'All' > 'Organization' to open the ' Organization List' interface

• Click on an organization's name and then the 'Edit' button from the 'Actions' menu

OR

• Open and organization record and then click 'Edit on the top right of the Organization

OR

• Click 'All' > 'Organization' to open the 'Organization List' interface

• Place your mouse cursor over the name of an organization to reveal the action buttons on the right of the row.

• Click the 'pencil' icon to open the organization edit interface:

• See this table for descriptions of the fields in the 'Organization Details' interface

• Administrators can edit an organization to update it with the latest organization progress

Comments

The comments part of the organization record allows staff to post internal memos about the organization.

View a comment in a record:

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

• Choose an organization record and enter your comments and then click 'Post'.

OR

• Click 'Comments' in the 'Organization Summary' interface.

• Enter your comments and click 'Post'.

Activities

Activities consist of 'Events' (meetings, calls, webinars etc) and 'To Dos' (product delivery, purchase etc). Administrators can add 'Activities' to a organization and these will be added to the CRM calendar. Activities can be viewed by administrators and staff members to whom the lead is assigned. Assigned staff and administrators can add an 'Event' or 'To Do' as an activity of an organization record.

Create an Event/To Do:

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

• Choose a lead then click 'Activities' from the menu on the right

• Click 'Add Event' or 'To Do' in the activities interface

OR

• Click 'More' on the top right of any of the organization interfaces from the right pane

• Choose 'Add Event' or 'To Do' in the drop down menu.

The event / to-do dialog will open:

• Complete your event details and click 'Save'.

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

The information in the quick event dialog is basic in nature and will be used to populate the calendar entry. Use the 'full form' if you want to create a detailed event with more information (priority, visibility etc).

• To create a detailed event, click the 'Go to full form' button in the quick event dialog:

• Enter the required details and click 'Save'.

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