CRM (Customer Relationship Management) Lists are used to add customer information to their record in the system. By adding an origination of how this customer learned about your store and their main industry, your CRM's can target their time and efforts better. The system allows the ability to create additional labels. The lists are organized into 2 separate groups, Industries and Originations. Within each group, parent labels and sub-labels can be created. As your business changes and grows you will need to periodically change or update your CRM lists.
Table of Contents
- Adding Industries or Originations
- Deleting or Marking Inactive
- Filtering to Show Inactive
- Customer Information Options
Navigate to Settings / Sales / CRM Lists.
Adding Industries or Originations
1. Navigate to CRM Lists. Select the Industries or Originations tab.
Note: These tabs have identical layout and functionality.
2. Select the Green Plus button.
3. Add a needed Industry or Origination label. Select a Parent Industry if applicable.
Note: If a parent industry or origination is not selected then this label will be a parent.
4. Click the Green Check icon.
Deleting or Marking Inactive
5. Go to CRM Lists.
a. To delete or set a single item inactive, when hovering over the item, check the checkbox.
b. Click on the Ellipsis on the right and select the desired action.
c. If multiple items need to be inactivated or deleted the check the checkbox on the top left, check all the items to be set to inactive or delete.
d. Click the dropdown to select the desired action.
Filtering to Show Inactive
6. Go to CRM Lists.
a. Click on the Filter icon on the right.
b. Filter Options will open.
Note: You can search by keyword and clear unpinned or clear all filters.
c. Check Include Inactive. This will show all inactive items.
Note: Filters will show above the list.
d. Check the item you want to reactivate.
e. Click on the Ellipsis and select Set Active.
f. If multiple items need to be set active again, check the checkbox on the top left.
g. Check all the items to be set active.
h. Click the dropdown to select the desired action.
Customer Information Options
7. The CRM lists created are used as options for a customer's record. Go to Sales / Customers / Companies / Company Details / Customer Information. Both can be chosen using the dropdown list.
a. Company Origination - Enter where did they hear about your store.
b. Industry - Enter their main industry.
