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 Services

 

• The 'Services List' interface displays all services add to the CRM inventory. Key information is also shown for each service, including service number, commission rate, price information and so on.

• Click on a service then click 'Edit' to update the service as required. The editing interface also allows you to view previous updates to the service.

• You can associate records from other modules to a service. Other modules include organizations, leads, contacts, opportunities and more.

View service details: 

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

• Click on a service to open its details page

• Use the links on the right to view service updates and other CRM items that are associated with the service. 

To edit a service:

• Click 'All' > 'Services' to open the 'Service List' interface

• Click on a service's name and then the 'Edit' button at the top right of the 'Service Details' interface.

OR

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

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

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

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

The links on the right of a services detail page let you view and manage the following items: 

• Services Details – Shows complete service details

• Updates -  Shows all modifications done to the service record

• Modules – View other records that are linked to the service. For example, quotes, invoices, leads, contacts and opportunities. You can also link new records to the service using these links. See 'Associate Records from other Modules to a Service' for more information. 

Click 'Edit' to modify a service information.

'More' menu: 

• 'Delete Service' to delete service record

• 'Duplicate' to clone the record to use it as the basis of a new product. See 'Clone a Product Record' to find out more.

• 'Create Invoice' to create an invoice for the service record. See 'Create an Invoice' to know more.

• 'Create Sales Order' to create a sales order for the product record. See 'Add a Sales Order' to know more.

• 'Create Purchase Order' to create a purchase order for the product. See 'Add a Purchase Order' for more information.

• 'Create Quote' to create a quote for the product record. See 'Create Quotes' for more details.

Note: You can restore the accidentally removed service from the Recycle Bin.