2.0. Setting Up Your CRM

2.0. Setting Up Your CRM

Leads Status


The purpose of Leads Status is to mark a milestone achieved with every stage on the outstanding leads. 
You may like to have a series of milestones that is appropriate for your operations.  Below is a list of examples. 
  1. Not Contacted 
  2. Attempted to Contact 
  3. Quotation Submitted 
  4. Contact in Future 
  5. Lost Lead 
  6. Junk Lead
Alert
STEPS:
  1. Click CRM > LEADS > LEADS STATUS

Creating A New Leads Status


Alert
STEPS:
  1. Click CRM > LEADS > LEADS STATUS
  2. Click NEW



Alert
STEPS:
  1. Name - Enter an appropriate milestone description for the new Leads Status.
  2. Display Order - Enter a number to mark the position of the milestone. 
    (The number should be from 0 to 999, and the milestones will be listed sequentially based on this number.)
  3. Click ADD to save






Note Type



Note Type is for you to record which mode of communication was used to obtain the note when updating the status of a lead as it progresses.
Below is a list of examples.
  1. Email (Inbound)
  2. Email (Outbound)
  3. Our Visit
  4. Phone (Incoming)
  5. Phone (Outgoing)
  6. Walk-In
Alert
STEPS:
  1. Click CRM > LEADS > NOTE TYPE

Create A New Note Type


Alert
STEPS:
  1. Click CRM > LEADS > NOTE TYPE
  2. Click on NEW
  3. Name - Enter a description for the new Note Type
  4. Click ADD to save






Campaign Type


Campaign Type is the form your campaign is executed.  Below is a list of examples.
  1. Email Blast
  2. Facebook
  3. Google Ads
  4. Mailers
Alert
STEPS:
  1. Click CRM > CAMPAIGN > CAMPAIGN TYPE













Create A New Campaign Type


Alert
STEPS:
  1. Click CRM > CAMPAIGN > CAMPAIGN TYPE
  2. Click NEW 
  3. Name - Enter a description for the new Campaign Type 
  4. Click ADD to save




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