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
1. Navigate to Settings / Sales / CRM Lists.
2. Select the Industries or Originations tab.
a. The two tabs have the same layout and functionality; only the type of list (Industries or Originations) changes.
3. Click the Add New button.
4. In the dialog, enter a Name for the new industry or origination. This field is required.
5. Optionally, select a Parent Industry or Parent Origination if this label should be a sub-label under an existing parent.
a. If no parent is selected, the new label will be a root-level (top-level) item.
b. Only root-level industries or originations can be selected as parents.
6. Click Save.
Deleting Industries or Originations
You can edit, set inactive, or delete an industry or origination from the list. Items that are in use on at least one Company record cannot be deleted; the system will display a message if you attempt to delete an item in use.
1. Go to Settings / Sales / CRM Lists and select the Industries or Originations tab.
2. Locate the row for the industry or origination you want to change.
a. Choose Edit to change the name or parent.
c. Choose Delete to remove the item. Delete is not available if the item is in use on any Company record.
Customer Information Options
The CRM lists you maintain are used as options when entering or editing customer (company) information.
1. Navigate to Sales / Companies and open a company (click the company name).
2. On the company page, the following appear in the company heading or in company details:
a. Company origination – Where the company heard about your store (from the Originations list).
b. Industry – The company’s main industry (from the Industries list).
To set or change these values, use the edit option for the company (e.g., click the company name or use the edit control) and select the desired Company origination and Industry from the dropdown lists.