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Introduction

Lucidity CRM allows a sales pipeline to be managed via Companies, Leads and Contacts. Each sales team manages their own set of Leads for which the are the Owner. As new opportunities are created or are closed, the sales team updates their Leads.

Navigating Lucidity CRM

Logging In

In order to access CRM you must first log in.

  1. Navigate to CRM by typing in the http://companyname.integralcs.com/home/login/crm in your browser’s address bar.
  2. Enter your Username and Password and click the Login button.

Info
Note that in some cases, the "Switch Application" button (top right of screen) is used to access CRM.
Info
Note that there is a link on the login page that you can use to reset a forgotten password.  You will require your User Name and access to email to undertake the process

Tabs and Menus

Once logged in, you will be able to view a series of Tabs across the top of the screen, and within each Tab a Menu to the left.  These are used for navigating the software.

The menu options will change depending on which screen you are accessing.

  • CRM Lead Records: Create a new Lead / view All Leads / view My Leads
  • Company: Add, edit and delete Company information, add Contacts and Attachments
  • Contacts: Add, edit and delete Contact information, link Contacts to Companies
  • Settings: Add and manage Lead Category, Lead Status, Lead Source and Company Category

 

Add and manage Company Information

Add a New Company

Click 'Add New' to start a New Company.

Type in Company Details as required, including:

  • Category
  • Name
  • Description

Type in Address Details as required, including:

  • Address
  • Postcode
  • State
'Contacts' can be added here, or via the Contacts tab
Click 'Add' to attach a document, photo, or other relevant file
Click 'Save' to complete company details
Form Field Types

Update / Edit Company Information

Click 'Edit Draft' to begin adding fields to your Form.

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Form fields are selected using the 'Add new field' tab:

  • either click on the field type, or
  • drag the field type across to the right side of screen (draft form)

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Field Type

More Information

Example

Text

A labelled text box used to collect basic informationImage Removed

Paragraph

A labelled text box used to collect a larger amount of informationImage Removed

Checkboxes

Use when more than one box may be checked, e.g. to gather information
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Multiple Choice

Use when only one answer is required, options displayed across the screen

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Dropdown

Use when only one answer is required, selecting from a drop-down listImage Removed

Section Break

A new section, with a heading and additional information if requiredImage Removed

Date

A date fieldImage RemovedSignatureEnables electronic signature to be captured (using mouse, stylus, etc)Image RemovedScoringScoring can be added to both the Multiple Choice and Dropdown Field Types 

 

Other information:

  • Click 'Required' if the field must be completed (if this is not completed, the Form won't change to 'Complete')
  • The ability to add an 'Action' will automatically appear once the form is Published
  • The ability to add an 'Attachment' will automatically appear once the form is Published
Publish

Delete a

Form

Company

‘Save’                                 Save the current version of the Form.

‘Publish’                            Publish the current version of the Form. This will make the Form available to Users via the 'Form Records' tab.

 

Info

Note: If you are editing an existing Form in the 'Form Admin', clicking 'Publish' will update the Form to the newer version.

Create Form Groups

Settings Tab

Form Groups

Add and manage Contacts

Add a New Contact

Form Groups enables Forms to be restricted to specific User Groups (these are managed through Access).

‘Add New’                          To create a new Form Group

‘Edit’                                   To rename an existing Form Group

‘Delete (Actions)’              Discard an existing Form Group

 

Complete a Form Record

Choosing a Form

Update / Edit Company Information

Form Groups enables Forms to be restricted to specific User Groups (these are managed through Access).

Delete a Contact

‘Save’                                 Save the current version of the Form.

 

Add a CRM Lead Record

Available Forms are listed within Form Groups in the left hand menu. Alternatively, use the Filters Menu to search for a Form Name.

Add New Form Record

Select the appropriate form from the left hand menu and click 'Add New'.

Select additional details from the drop-down menus (these are not mandatory).

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Administrator Functions

‘Save’                                   Saves the Form information and returns to the Menu page

‘Save and Next’                   Saves the Form information and takes you to the Form

Edit Form Record

Lead Category

Form Records can be edited at any stage by Users with appropriate Permissions.

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Form

Lead Status

‘Not Started’                      A Form Record has been set up, with initial location information, however the Form Record has not been started

‘In Progress’                      The Form Record has been started, however there are still mandatory field/s that have not been completed

'Complete'                         All mandatory fields within the Form Record have been completed

 

Lead Source

Form Records can be edited at any stage by Users with appropriate Permissions.

 

Company Category

Form Records can be edited at any stage by Users with appropriate Permissions.