Getting started
Get started and make the most of your software.
By Arthur and 3 others4 authors28 articles
- Add Users and set permissionsHow to add new CRM Users and manage User permissions.
- Segmenting your Customers & ProspectsMaximise your average order values by segmenting your customers & prospects to help improve your marketing data.
- Configure your Company TypesCompany Types are used to categorise your records, such as; Prospect, Customer, Competitor, Supplier, Partner etc.
- Configure your IndustriesThe Industry drop-down in the CRM helps classify businesses according to the type of industry/field they're in.
- Configure your Contact RolesContact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc.
- Identify your Sales ModelUnderstanding how the CRM can help support your sales model to grow your Wholesale, Distributor or Manufacturing business.
- Set up and use Opportunity PipelinesA guide on how to set up your Opportunity Pipelines, and advice on how your customer-facing teams can use them to manage each sale, step by step!
- Set up your Opportunity TypesOpportunity Types help categorise your Opportunities by what type of sale it is.
- Set up your Quote PipelinesHelping you to set up your Quote Pipelines to ensure quotation processes are followed company-wide.
- Configuring Tax Rates for Cin7 OmniSet up Tax Rates to ensure correct Tax is applied to your customer's orders.
- Establish your Document TypesEnsure all customer-facing comms are on-brand.
- Edit Word and PDF Quote TemplatesUpdate the ready-made Quote Template, and start sending quotations to your customers.
- Configure a Word Document TemplateDiscover how to upload Word Documents to use as Document Templates within the CRM.
- Configure Email TemplatesCreate emails to be used as Document Templates within the CRM to make email sending lightning fast.
- Set up your Email SignatureOutlining how to set email signatures for emails being sent from the CRM.
- Sending Emails from your Own DomainDetailed steps on how to send emails from your own domain rather, than the default CRM email address.
- Standard ReportsWhere to find useful CRM Reports to make the most of your data.
- Build your own reportThe Report Builder allows you to create custom Reports within your CRM, which then can be saved and shared with other CRM users.
- Filtering your DataHow to filter your data when building and analysing Reports in the CRM.
- Summarise and group your reportsAdd a Summary and Group to a CRM Report to help analyse your data in more depth for further insights.
- Don't make after sales an afterthoughtUnderstanding how using Problems in your CRM can ensure you don't make after sales an after thought.
- Set up your Problem Pipelines & StatusesHere's how to set up your Problem Pipelines so your customer-facing teams can quickly and efficiently record client issues.
- Configure your Problem TypesLet us show you how to categorise your customer queries into Problem Types in the CRM.
- Introduction to the Growth Formula, the Growth Model & the Growth PlaybookLearn how to maximise business growth in your product business at every stage of the Growth Formula by implementing the Growth Playbook.
- On-premise Installation RequirementsTo support the options for automation & integration to on-premise Accounting and ERP systems, an on-premise installation is required.
- Access the CRMThis article will outline how to access the CRM.
- Forgotten Password or Changing your PasswordThis article outlines how to quickly change your CRM password, and to recover from a forgotten password.
- CRM in UnleashedAn introduction to Unleashed's CRM module tiers; Sales Growth, Marketing Accelerator, and Full CRM. Diving into what features each includes and how to choose the right one