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 Vendors

• The 'Vendor List' interface displays all vendor added to the CRM inventory. Key information is also shown for each vendor, including vendor name, contact details, industry category and assigned staff member.

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

• You can associate a vendor with products, purchase orders and contacts. You can also send emails to the vendor direct from this interface.

View vendor details:

• Click 'All' > 'vendor' to open the 'Vendor List' interface

• Click on a vendor to open its details page.

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

Edit a vendor:

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

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

OR

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

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

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

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

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

• Vendor Details – Shows complete vendor details

• Updates - Shows all modifications done to the vendor record

• Modules – View product, contact,purchase order and email records that are linked to the vendor. You can also link new records to the vendor using these links. See 'Associate Records from other Modules to Vendors' for more information.

• Click 'Edit' to modify vendor information:

• 'More' menu:

• 'Delete Vendor' to delete service record

• 'Duplicate' to clone the record to use it as the basis for a new vendor record. See 'Clone a Price Book Record' to know more.