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CRM Layout

This document outlines the general layout of the CRM.

Written by Alan Molina

Our CRM Layout guide will help you familiarise yourself with the general layout of the CRM.

📌 Note: Depending on your CRM permissions and Role, you may get a slightly different view of the CRM to other users within the business.

Overview Dashboard

Once you're logged in to the CRM, you'll be greeted with the Overview Dashboard page. 

Along the top of the Overview Dashboard, you'll see some of the key Reports displayed as tiles, e.g. Open Opportunities, Orders this Month, etc., which can be clicked on to open up the full Report. The tiles that display here can be configured depending on what type of information you want to be displayed. 

For more details on configuring custom dashboards, see CRM Dashboards.

Navigation menu

On the left of your CRM you'll find the navigation menu, which includes:

  • Search: Locate records, opportunities and more using keywords.

  • Create: Click the '+ Create' button to create different types of records quickly, rather than finding the parent record first. 

  • Feature menu: A list of the functions available to use in the CRM. Click on a function and sub-menu options to open the feature you want to use.

Tasks

Records within the CRM can be assigned to other CRM users by using the Task functionality. Once a Task has been set for a user, it can then be viewed under Tasks towards the bottom of their navigation menu.

Tasks will be displayed in the following order:

  • Due today

  • Overdue

  • Upcoming

  • Completed Today.

Click the refresh icon in the Tasks list to manually refresh the list, click on a task for the option to open it or mark the task as deleted.

Help

Underneath Tasks in the navigation menu you will find the Help menu. From here you'll have access to various resources, including:

  • What's New: Updates on the latest releases for CRM.

  • CRM Academy: Tutorial videos and how-to guides.

  • Documentation: Help and support articles.

  • Product Suggestions: Submit feature improvements for the CRM.

  • Chat with us: Quick access to in-app advice from our support teams.

  • More Resources: Additional documentation to help you use the CRM.

User

At the bottom of the navigation menu will be your personal user profile. Click on your name to:

  • View information about the profile you're currently logged into

  • Alter settings regarding information which is displayed in the CRM

  • Change the available language.

Basic record layout 

Each record in the CRM follows a similar structure to help you navigate and access information within it. 

The example shown below is for an Opportunity, but the same principles apply throughout the CRM.

The location of the record in relation to the rest of the CRM hierarchy is shown under the Opportunity's name. Clicking the Company, Company Group or Contact underneath the Opportunity's name, will load up the corresponding record in the CRM. 

On the left-hand side of the record is a selection of pages which show additional information relating to the current record. In the example above these are; Details, Address, Problems, Quotes, Documents and Related. 

To add information to a record, simply type into the field, and the information will be saved automatically as soon as you click away from the field. 

If you want to create a new record against the one you're currently on, click the plus icon at the top of the record or, in some cases, a dropdown. This will give you a list of what can be created. Click on the desired option, and it will open a new record ready for information to be added. 

To close a record, simply press the cross button. This will close the current record and then display whichever record was previously loaded. 

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