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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 they are the Owner. As new opportunities are created or are closed, the sales team updates their Leads.

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title	Getting Started

The Lucidity CRM Quick Reference Guide provides the essential workflow and entry type information you will need to get started.

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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.

InfoNote 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.

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CRM Lead RecordsLeads: 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
Dashboard: Create and manage dashboards
Settings: Add and manage Lead Category, Lead Status, Lead Source and Company Category

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Note that the Tabs and Menus available will depend on your access level / permissions.

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: 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

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: Name Position Email
	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).
	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

Add a new Lead

	Click 'Add New' to add a new Lead.
	Enter Lead information as required, including: Company (select from drop-down list) Opportunity Category (select from drop-down list) Source (select from drop-down list) Details 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.
	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.

Dashboard Configuration

You can customise your dashboard to show the information you want at a glance. Click here to learn how to configure your Dashboard .

Administrator Functions

Menu information is managed via the Settings tab.

Lead Category

Manage lead categories via the 'Lead Category' Menu.

Lead Status

Manage lead status via the 'Lead Status' Menu.

Lead Source

Manage lead source via the 'Lead Source' Menu.

Company Category