Lucidity CRM User Guide

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.

• 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 a New Company

	Click 'Add New' to start a New Company.
	Type in Form Name
	Add a brief Description (if required)
	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
	Click 'Save', or 'Save and Next' to continue building the Form

Form Field Types

Click 'Edit Draft' to begin adding fields to your Form.

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)

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

‘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.

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

'Complete'                         All mandatory fields within the Form Record have been completed