crm-xpress - leadmaster · • just like the mobile app you can access crm-xpress with the user id...

CRM-XpressUserGuide

CRM-XpressAccess

AccessOptions•  CRM–XpresscanbeusedinabrowserorwithaMobileAPP

•  YouareprovidedaloginandpasswordtoaccessCRM-Xpress

FREEAPPisavailableinthestore

MobileAPP-AvailableinbothiOSandAndroid– searchonCRM-Xpressinthestore

APPLogin

SigningintotheMobileAPPEnterCustomerID#29500ClickSubmit

APPLogin–2Steps

EntertheCustomerID

EnterUserID&PasswordClickSubmit

Thiswilltakeyoutothehomepage-yourlistofaccounts.

SigninginwithaBrowser

•  Youareprovidedalinktouseinabrowser

•  Thelinkwilllooksimilartothis:https://lx.leadmastercrm.com/account_list_lxp.asp?XXXXXXXXXX

•  JustlikethemobileAPPyoucanaccessCRM-XpresswiththeUserID&Passwordprovided

Options

Optionsforthefreeversionare:•  Merge–combining2ormorerecords•  Assign•  Archive•  Delete•  ChangeView•  MySearches•  ImportRecords•  ClearFilter

Options

• Merge–combining2ormorerecords•  Assign–Assigningtoarep(N/A)•  Archive–removesfromthegeneralview•  Delete–permanentlydeletes•  ChangeView–providesdifferentaccountview• MySearches–pre-configuredfiltersforeasyaccess•  ImportRecords–getdataintotheysysteminbulk•  ClearFilter–removes/resetsthesearchfilter

ChangingtheHeader/SelectingFilters

•  ChangeView–changestheheader,applyingadifferentviewtotheaccountslist

•  MySearches–savedsearchescreatedforasubsetofrecordsdefinedbyafilter

Anexampleofa‘MySearches’filter...

Callbacksforthenext7days

Drillingdowntocompanydata

ClickingonCompanynameintheAccountListwillopentheRecordsoyoucanseethedetailsandmakeupdates

TheRecord/EditAccountPage

•  ThesearetheavailablesectionsontheRecord/EditAccountPage–IntheProversionthesesectionscanbeplacedinanyorder,additionalsectionsareavailable–quotes,opportunities,attachedfilesetc.Sectionsthataren’tusedareturnedofftosimplifytheuserexperience.Inthefreeversioncustomizationisnotavailable.

1.  AccountInfo–name,address,phone,emailetc.2.  Notes–notesaretimestampedforeveryentry3.  QuickActions–checkboxestodocumentyouractivity4.  CallBack–events,remindersandappointments5.  ClosedCallBacks/Events–historicaldataforevents6.  Contacts–thepeopleattherecord7.  Pipeline–Salesstage,LeadGrade,LeadValue8.  CustomInfo–Textfields

ImportRecords

ImportRecords

https://lx.leadmastercrm.com/

sample.csv

https://lx.leadmastercrm.com/sample.csvFilemustbein.csv

LinktoSampleFile

ImportRecords

https://lx.leadmastercrm.com/

sample.csv

ToImportRecords:AfteryourfileispreparedDragfiletostartimportORclickBrowsetoaddmanuallyNote:Filemustbein.csvandheadermustexactlymatchtheexample.ClickNext

ImportRecords

Youwillreceiveaconfirmationmessagethattheimportiscomplete

Thefreeversionislimitedto1000Records.

Contactdetails

ClickingonContactNamewillopenthecontactdetailstomakechanges.

TheEditContactPage

•  ThesearetheavailablesectionsontheEditContactPageFreeVersion1.  ContactInfo–demographicfields,name,address,email2.  ContactNotes–thesenotesaretimestampedforeveryentryandCANNOTbe

edited3.  EmailHistory4.  CallBacks/OpenEvents5.  AttachedFiles

ContactOptions–AddaContact

Addingcontact(s)toanexistingcompany

ClickingAddContacttoanexistingRecordprovidesyouwithawindowtoaddcontactinformation.Note:FirstandLastnamearerequired

ContactOptions–AddanEvent

ClickingAddAppt/CallBackwillopenawindowtoenterindate,timeanddetailsofanevent.

Wanttoupgradetoafullversion?

IfyouareinterestedinupgradingtoaProfessionalLicenseemailusat:Support@LeadMaster.comorviachatontheLeadMasterwebsite.Thankyou,TheLeadMasterTeam