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LoginStep LoginStep

Login

On the Login page, 

1.  Enter username and password. Username is the email address you have used to sign-up.
2.  Click the Login button.
    iEnterprise CRM opens on the Accounts page by default.

* Follow the wizard or you may continue to the next step.

Import your Data

iCRM is fully configurable that you can customize as per your company's setup.  There are default modules that are already enabled. There are default views and reports as well.

The application supports Import from back-end data sources specifically Salesforce.com, MS Dynamics and SugarCRM.  Accounts and Products can be imported from your QuickBooks account.

Your Contacts from Google and Outlook.com can also be uploaded to iCRM.

Data in .csv file format can also be imported.

Lets start with your Customer list or Accounts. With the Accounts Module open,

1.  Click button Import Records.
    This button appears by default if there are no records for that module.  Otherwise, use the Tools > Import.
2.  Select yourData Source.   Follow this link to see details on different Data Sources > Import Records
   
3.  Enter credentials for the data source, typically this is a combination of your username and password to login to that data source.
    You have to have login rights to the data source to be able to import.
4.  Click Login.  (If you have valid authorization, proceed to step 5)
5.  Map the fields from the left (data source) to the corresponding iCRM fields on the right.
    The function matches the field labels for the mapping.
6.  Click Start Import.
    There may be some required fields on the default configuration like Account Name.  An error message will show the mandatory fields for that module. These fields have to be mapped.
7.  Click Yes to proceed.
8.  Click Ok on the import success prompt.
9.  Note that an Activity log is created for this process where you can see the number of records added, not added or duplicates.
10.  Click on the Module link or any of the views to see the records.

For more details: Import Records

View your Data

Once your data has been uploaded via Import or you have created them manually, iCRM gives you different ways to view them.

On the Account Module,

1.  From the Details pane, click on the View drop down.
2.  Select the different default views such as All Accounts, Recently Viewed Accounts or My Accounts.
    See your records presented with the default fields as columns.
3.  Create a new view by selecting New at the bottom of the list.

For more details: How to Manage iCRM Views

Manage your Data

iCRM can be used as a repository of your Customer information as well as the associated Contacts per that Account.  You may track correspondence and communications with that Contact.  Create and monitor Opportunities for that Account.

With the Account Module open,

1.  Click button New Account from the Action buttons.
2.  Fill-in the information on the fields provided.
3.  Click button Save or select Save and Close from the Action buttons.
4.  Once saved, you may click on the tab Related
    Note that the form is divided into sections of different objects that this Account can be associated with.
5.  On the Contact section, click button New
6.  Contact form opens and note that the Account field is pre-populated with the previously saved Account name.
7.  Fill-in information
8.  Click button Save or select Save and Close from the Action buttons.
    You have now created a Contact for that Account.
9.  You may click on the tab Related and continue with adding other objects as desired.
   
   

For more details: How to Manage your iCRM Accounts

 Create Reports

iEnterprise CRM ships with a handful of predefined reports to get you started. The Reports icon is located on the Sidebar on the left.

With the Account Module open,

1.  Click Report icon on the Sidebar.
    The Report dialog box opens with a list of available reports. 
2.  Click on any of the default reports and it opens on the details screen.
   
3.  You may click on the Chart tab to present the report in Graphical format.
4.   To create a new report, click on the Reports icon and click on the New button
5.  Here you may setup a configuration as desired.
   
   

For more details: How to Manage iCRM Reports