Page Comparison

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.

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.

Image RemovedImage Added

• 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

Add a New Company

Image RemovedImage Added	Click 'Add New' to start a New Company.
Image RemovedImage Added	Type in Form Name
Image Removed	Add a brief Description (if required)
Image Removed	Select a Form Group (Note: if you require a new 'Form Group', this needs to be done from the Settings Menu prior to building the form
Image Removed	Click 'Save', or 'Save and Next' to continue building the Form

Form Field Types

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 information	Image Removed
Paragraph	A labelled text box used to collect a larger amount of information	Image Removed
Checkboxes	Use when more than one box may be checked, e.g. to gather information	Image Removed
Multiple Choice	Use when only one answer is required, options displayed across the screen	Image Removed
Dropdown	Use when only one answer is required, selecting from a drop-down list	Image Removed
Section Break	A new section, with a heading and additional information if required	Image Removed
Date	A date field	Image Removed
Signature	Enables electronic signature to be captured (using mouse, stylus, etc)	Image Removed
Scoring	Scoring 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 a Form

‘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.

Create Form Groups

Settings Tab

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

Choosing a Form

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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‘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

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

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Form 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

Company Details as required, including: Category Name Description
Image Added	Type in Address Details as required, including: Address Postcode State
Image Added	'Contacts' can be added here, or via the Contacts tab
Image Added	Click 'Add' to attach a document, photo, or other relevant file
Image Added	Click 'Save' to complete company details

Update / Edit Company Information

Click on the 'Edit' pencil next to the appropriate company to update Company information.

Delete a Company

Click on the 'Actions' button then 'Delete' to delete a Company from the database. 

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Add and manage Contacts

Contacts are managed via the Contacts tab.

Add a new Contact

Image Added	Click 'Add New' to add a new Contact.
Image Added	Type in Contact Details as required, including: Name Position Email
Image Added	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).
Image Added	Click 'Save' to complete contact details

Update / Edit Contact Information

Click on the 'Edit' pencil next to the appropriate contact to update Contact information.

Delete a Contact

Click on the 'Actions' button then 'Delete' to delete a Contact from the database. 

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Add a new Lead

Image Added	Click 'Add New' to add a new Lead.
Image Added	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).
Image Added	Add additional Notes against the Lead as required.
Image Added	Add additional Contacts here
Image Added	Click 'Add' to attach a document, photo, or other relevant file
Image Added	Click 'Save' to complete contact details

Update / Edit Lead Information

Click on the 'Edit' pencil next to the appropriate Lead to update Lead information.

Delete a Lead

Click on the 'Actions' button then 'Delete' to delete a Lead from the database. 

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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.