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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.
- Navigate to CRM by typing in the http://companyname.integralcs.com/home/login/crm in your browser’s address bar.
- Enter your Username and Password and click the Login button.
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| Note that in some cases, the "Switch Application" button (top right of screen) is used to access CRM. |
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| 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
Company information is managed via the Company tab.
Add a New Company
 | Click 'Add New' to start a New Company. |
 | Type in Company Details as required, including:
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 | Type in Address Details as required, including:
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 | '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 |
Update / Edit Company Information
Click on the 'Edit' pencil next to the appropriate company to update Company information.
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Click on 'Show Filter' to display filtering options and to search for a Company Name |
Delete a Company
Click on the 'Actions' button then 'Delete' to delete a Company from the database.
Add and manage Contacts
Contacts are managed via the Contacts tab.
Add a new Contact
 | Click 'Add New' to add a new Contact. |
 | Type in Contact Details as required, including:
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 | Allocate the Contact to a Company Name via the drop-down list of companies. Note: If the Company is not listed, this can be added via the Contact tab (as described above).
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 | Click 'Save' to complete contact details |
Update / Edit Contact Information
Click on the 'Edit' pencil next to the appropriate contact to update Contact information.
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Click on 'Show Filter' to display filtering options and to search for a Contact |
Delete a Contact
Click on the 'Actions' button then 'Delete' to delete a Contact from the database.
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.
Select the appropriate form from the left hand menu and clickAdd a new Lead
| Click 'Add New' to add a new Lead. |
Select additional details from the drop-down menus (these are not mandatory).
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 | Enter Lead information as required, including:
Note: If the Category, Source or Status is not listed, this can be added via the Settings tab (as described below). |
 | Add additional Notes against the Lead as required.
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 | Add additional Contacts here |
 | Click 'Add' to attach a document, photo, or other relevant file |
| Click 'Save' to complete contact details |
Update / Edit Lead Information
Click on the 'Edit' pencil next to the appropriate Lead to update Lead information.
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Click on 'Show Filter' to display filtering options and to search for a Lead |
Delete a Lead
Click on the 'Actions' button then 'Delete' to delete a Lead from the database.
Administrator Functions
Lead Category
Form Records can be edited at any stage by Users with appropriate Permissions.
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.