crm-xpress - leadmaster · • just like the mobile app you can access crm-xpress with the user id...
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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:[email protected],TheLeadMasterTeam