Category "General User Guide"

Like we have mentioned in “Create Group” tutorial, users can define contacts by any label such as types of hobbies, cars, etc for the group.

The contact group will be used to filter the contact list and allows you to filter the correct group of customers you want. Regardless the contact is listed under various contact groups, and not just a single group.

The ability of adding a contact in into multiple contact groups and then filtering them accordingly, allows business owners like you to target the correct group of customers when launching your email marketing or sms marketing campaign.

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Creating a contact list in your online CRM System is very useful when you need to have a better idea of your customer’s background, how their business relates to us and what are next steps we should take to secure the lead.

With the ability to sort and view interesting segments of your customers, you will be a step forward in improving your business flow.

Our iCRM contact list can be configured for each sales person or employee accordingly. The contact list will be shared across your iCRM account (as well as your employee’s) as well as multiple modules and documents including:

• Quotation
• Invoices
• Receipts
• Cases
• Tasks

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Contact List is where customers and non customers are listed. The list can be categorised by contact groups.

The group can be defined at Contact > Contact Group.

Once user creates the group, the user can then assign the contacts to a group or multiple groups.

User can define contacts by types of hobbies, car, etc for the group. The contact group will be used to filter the contact list and allows you to filter the correct group of customers you want. The filtered contacts can then be used to do email marketing and sms marketing.

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You probably have hundreds of existing employees working for your company and as a business owner, you are planning to switch to iCRM to further improve your business. Rather than keying in your employee data individually, iCRM do allow CSV file upload. If you have an employee list at hand, the process would only take a few minutes to complete.

CSV file is a Comma Separated Values file where we can easily convert from an Excel file.

Please follow the file format to import the file. The import
function can be found from item list page. Click on “Import Item” at item list. Please
download the “Sample.csv” to be edited.

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Like most online CRM systems, there will be a dashboard after a user logs into the system. And that dashboard is your CRM system homepage. But, good news is you can customise the crm dashboard according to your needs. A feature that is uncommon among other online CRM systems.
 
In iCRM, only small amount of information will appear on the dashboard as default and you may continue to add accordingly. This is definitely a plus point on increasing employee work efficiency.
 
Below are some of the items which you or your employees can include into your dashboard:

• Case
• Event Calendar
• Customer Birthday
• Event List
• Invoice
• Sales Order
• Task Reminder
• Recurrence

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