The CRM can be accessed from the customer portal and then selecting the ‘Apps Menu’ button, located in the top left of the screen as shown below, the one with 9 dots on.

This will give you access to a range of Apps such as the CMS, Product Manager and the Admin Portal. To access the CRM select the ‘CRM’ icon. 

The CRM can also be accessed directly from

Once you have accessed the CRM you will be greeted with the main page as shown below.

The main section on the bottom displays a collection of dashboard reports, these can be configured depending on what type of information you want to be displayed. 

There is also a report which shows ‘Recent Records’, this can be very useful to instantly access records which you have been working on by simply clicking on the icons or text. 

The top section of the CRM contains an application bar which has a variety of uses. 

Application Bar

On the left-hand side of the application bar is the App Menu button mentioned previously. Selecting ‘Prospect 365’ will also take you back to the customer portal. Clicking on the ‘CRM’ icon will return you to the main dashboard screen, handy when you already have records open and want to return to your dashboards.   

On the right-hand side, you have the search functionality and the create new record ability, shown by the + symbol. 

Selecting the + symbol opens a drop down which shows the different types of records which can be created; Booking, Company, Contact, Division, Lead, Problem and Quote. 

For further details on the searching functionality please see the associated documentation. 

Task Menu

Records within the CRM can be assigned to users of the CRM by using the Recall functionality. Once a recall has been completed it can then be viewed from the Task Menu. This can be accessed by selecting the bell icon shown above and will display tasks due today, tasks which are overdue and any upcoming tasks. 

You can also manually refresh your Task list, access the settings options and close the Task list by using the icons shown above. 

Help Menu

The Help Menu is accessed by clicking on the icon shown above. Within this section there are several options to help with the usability of the system. 

The Ideas Portal is where you can log any ideas you want implemented into future versions of the CRM. The Interactive Help allows you to access guides which will walk you through completing certain tasks within the CRM and the ‘Chat With Us’ option will open up a chat window where you can speak directly with one of our members of staff about any queries you may have. 

User Menu

This is located in the top right of the CRM, the icon above shows the user initials of the individual currently logged into the CRM. Selecting this icon allows you to view information about the profile you are currently logged into, alter settings regarding information which is displayed in the CRM, change the available language and also log out of the system. 

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 a Lead record but the same principles apply for other records in the CRM. 

The location of the record in regard to the hierarchy of the CRM is shown under the Lead description, clicking the Division, Company or Contact name will load up the corresponding record in the CRM. 

On the left-hand side of the record is a selection of tabs which relate to additional information relating to that record. In the example above these are; Addresses, Problems, Quotes, Documents and Related. 

To add information to a record simply type into the required section and the information will be saved automatically. 

If you want to create a new record against the one you are currently on simply select the + icon at the top of the record. This will give you a list of what can be created, click on the required option and it will open a new record ready for information to be added. 

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

For more information about the CRM layout please see our video below.

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