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

Add Website Bookmarks

• The 'Our Sites' sections lets you add bookmarks to important internal or external resources. For example, you may wish to bookmark your support portal, your document repository or your marketing shared drive.

• Adding bookmarks allows you to more tightly integrate Customer Relationship Management (CRM) with your existing sales and marketing infrastructure. All bookmarks will be visible to all team members.

To view Bookmarks:

• Click 'All' > 'Our Sites' to open the 'Our Sites List' interface.

To add a Bookmark :

• Click 'All' > 'Our Sites' to open the 'Our Sites List' interface.

• Click '+ Add Bookmark'

• Click the 'Add Bookmark' button:

• Enter a name for the URL you wish to save. For example, 'Marketing Database'

• Enter the website URL

• Click 'Save'. The bookmark will appear in the 'Our Sites' interface

To edit a bookmark:

• Place your mouse cursor on the bookmark and click the edit icon beside it

To delete a bookmark:

• Place your mouse cursor on the bookmark and click the 'Trash' icon beside it

OR

• Select the bookmark then click 'Actions' > 'Delete'

• Click 'Yes' to confirm the deletion

To refresh your bookmarks list:

• Click the reload button on top-right

Note: You cannot restore accidentally removed bookmarks.