CRM Layout

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

Please note: depending on your CRM permissions and Role, you may get a slightly different view of the CRM to other users within the business. For example, all configuration settings are only available to CRM Admin users.

Once logged in, you'll be greeted with the Overview Dashboard screen. 

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

More about the Overview Dashboard, as well as all our other CRM Dashboards, can be found here.

Application Bar

In the top right-hand corner of the CRM is the search bar, as well as the global add button. When you select the global add button, the CRM will offer different types of records which can be created. This is an easy way to create a record quickly, rather than finding the parent record first. 

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 in their Tasks Menu. This can be accessed by selecting the bell icon, and will display Tasks due today, which are overdue and any set for the future. You can also manually refresh your Tasks list, access the settings options, and close the Tasks list within the Tasks Menu.

The Help Menu can be accessed by clicking on the question mark icon in the top right-hand corner of the CRM. We've added plenty of useful links here, including a link to the Prospect Academy and to our Resources page - check them out if you haven't already!

This is located in the top right-hand corner of the CRM, and by default will show the user's initials of the person currently logged into the CRM (unless a profile picture is uploaded). Selecting this icon allows you 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 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 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. By clicking the Company, Company Group or Contact underneath the Opportunity's name, this 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; Addresses, 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, simply select the plus icon at the top of the record. 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.