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 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 '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)

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

Delete a Company

‘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.

Add and manage Contacts

Add a New Contact

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

Update / Edit Company Information

Form Groups enables Forms to be restricted to specific User Groups (these are managed through Access).

Delete a Contact

‘Save’                                 Save the current version of the Form.

Available Forms are listed within Form Groups in the left hand menu. Alternatively, use the Filters Menu to search for a Form Name.

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).

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.