CRM

You can configure the CRM settings in Administration – CRM+.

Fig. 1 illustrates an example of the CRM+ page.

Fig. 1. "CRM+" settings page

By default, the CRM+ page includes:

Categories – allows creating and editing contractor and lead categories in the Category List object.

Category Assignment Rules – allows creating and editing rules for assigning contractor and lead categories.

Access Permissions – allows configuring access permissions for the CRM objects. You can assign permissions to the CRM objects in Administration – Users – Access Settings – CRM or in Administration – CRM+. See the respective Help section. Global access settings of the CRM module are in Administration – Users – Access Settings – Global Access Settings, CRM unit. To learn more about global settings, see the respective Help section. General settings of the CRM section are in Administration – System – System Settings, General Settings of the "CRM+" Module unit.

Access permissions to fields and properties – allows configuring access permissions to fields and properties of CRM objects, i.e. to properties of an object instance (hide/show properties according to user access permissions). For more information, see the respective Help section.

Address Settings:

Address Settings for Contractors - allows configuring the contractors address base.
Select a country by default - allows selecting the country, used in all the subsections of the CRM+ application by default (fig. 2). For example, the country selected here, will be used in the Country field when creating a contact/contractor.

To select the default country, click this section name, select the required country on the opened page (fig. 2) and click Save. The drop down list contains items of the Country object.

Fig. 2. Select default country page

To search a country, click

. You can add a new country, if you have the respective permissions. To do so, click

Sales Funnel Settings:

Sales Funnel – allows creating and editing the sales funnel in the Sales Funnel object.
Deal Type – allows creating and editing the deal types in the Deal Type object.

Banking Details Settings:

“Banking Details, Russia” access permissions – here you can configure access permissions to the Banking Details, Russia object, as well as to fields and properties of this object. For more information, see the respective Help section.
“Banking Details, SWIFT” access permissions – here you can configure access permissions to the Banking Details, SWIFT object, as well as to fields and properties of this object. For more information, see the respective Help section.
Bank, Banking Details, Russia, Payment System, Banking Details, SWIFT are objects for working with banking details of contractors.

Configure Leads:

Duplicates scoring table – this section of ELMA allows configuring the duplicates scoring table (for identifying lead duplicates).

Objects – the list of objects, for working with the CRM module.