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On this page:
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| Lucidity CRM allows a sales team of sales professionals to manage a sales pipeline. |
| System Features | ||
| Follow these links for system-wide Lucidity features relevant to this Module | ||
| Create and manage your own filters for easy reporting | ||
| My Emails | Have Lucidity automatically email you a report on a schedule | |
| Column Configuration | Control the columns that are displayed on the list page(s) within each application (Admin only) | |
| Dashboard Configuration | Create and configure your own Dashboard(s) | |
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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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.
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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 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:
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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
CRMLead
RecordAdd a new Lead
| Click 'Add New' to add a new Lead. |
 | 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.
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
Lead Category
Manage lead categories via the 'Lead Category' Menu.
Lead Status
Lead Source
Manage lead source via the 'Lead Source' Menu.
Company Category
Manage lead categories via the 'Lead Category' Menu.