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Table of Contents

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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
My Filters	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 the 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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_{Download as: PDF | Powerpoint (animated)}

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.

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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.

Select the appropriate form from the left hand menu and click

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 a new Lead

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Click 'Add New'

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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

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

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.

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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.

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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 .