CRM : Working w/ your Clients / Customers

DIFFERENCE BETWEEN LEAD, PROSPECT, & CLIENT
Contacts can be divided into three basic types: Leads, Prospects, and Clients. This delineation dictates where in the “sales funnel” your Contact lies. If...
Sat, 24 Nov, 2018 at 2:56 AM
CONTACT OVERVIEW
Contacts refers to all of the “external” users in your SuiteDash (This is in contrast to your “internal” users, which would generally be your employees.)  ...
Wed, 13 Jun, 2018 at 7:06 AM
CIRCLES OVERVIEW
A Circle is essentially a grouping of Clients and Prospects. Using Circles makes bulk assigning resources like Portal Pages and Files to multiple Clients/...
Sat, 24 Nov, 2018 at 3:03 AM
CREATING A NEW CONTACT
A new Contact can be created by navigating to CRM–>Contacts, and clicking the + button at the top of the table. You will then be taken to a page ...
Sat, 24 Nov, 2018 at 2:57 AM
VIEW/EDIT A CONTACT
An existing Contact can be viewed and modified by navigating to CRM–>Contacts and using the “Options” dropdown on the right-hand side of the table, and s...
Wed, 11 Jul, 2018 at 2:02 PM
IMPORTING CONTACTS
Alternatively to adding your Contacts manually, or having them self-register, you can choose to add them in-bulk via CSV file import. To do this, simply nav...
Wed, 11 Jul, 2018 at 2:08 PM
COMPANY OVERVIEW
A Company, in it’s simplest form, is a collection Contacts.  A Company can include only one Contact, or it can include hundreds, or anywhere in between ...
Sat, 24 Nov, 2018 at 3:01 AM
CREATING A NEW COMPANY
To create a new Company, you will want to navigate to CRM–>Contacts–>Companies, and click the + button at the top of the “Manage Companies” table. ...
Wed, 11 Jul, 2018 at 1:53 PM
ADD AN EVENT FOR A CONTACT
An Event can be added to an existing Contact by navigating to CRM–>Contacts and using the “Options” dropdown on the right-hand side of the table, and sel...
Wed, 11 Jul, 2018 at 2:03 PM
ADD A NOTE FOR A CONTACT
A Note can be added to an existing Contact by navigating to CRM–>Contacts and using the “Options” dropdown on the right-hand side of the table, and selec...
Wed, 11 Jul, 2018 at 2:02 PM