"CRM" Portlet

This portlet is intended for the ELMA system administrator. By default, it displays:

Categories – create and edit contractor and lead categories;
Category Assignment Rules – create and edit rules for automatic category assignment;
Access Permissions – configure access to CRM objects;
Sales Funnel Settings – create and edit the sales funnel and deal types;
Objects – manage CRM objects (Currency, Country, Industry, Deal Type and so on).

Fig. 1. "CRM" portlet

Portlet management buttons:

– the portlet is expanded. Click this button to collapse it.

– the portlet is collapsed. Click this button to expand it.

Custom Portlet Settings

Each portlet has general settings, configured by the system administrator. Users can change the custom portlet settings, when configuring the main page.

Fig. 2. "CRM" portlet settings

The settings in fig. 2 are general. To learn more about them, see the respective Help section.

After you have completed configuration, click:

Save - settings will be saved and the window will be closed.

Save and continue - settings will be saved, but the window will not be closed and you will be able to continue configuring.