Impact CRM offers you the full flexibility to create, track, and follow up on your leads and customers.
Corporate Leads and Customers can be created in the following ways:
By manually creating them from the “New” icon
Leads can be imported from Microsoft Excel using the “Import” button
Creating a new Lead or Customer with type ‘Company’ from CRM
Customer or Leads> New
The ‘Type’ of the lead (or Customer) has been added on the top of the creation screen, by clicking on it, the creation form of the Lead is dynamically changing the fields according to the ‘Type’.
'Company Type' related fields: Company Name, Vat Reg. Num
‘Individual Type’ related fields: Title, First Name, Last Name, Gender, Birthday,
General Note:
The below three new column were added to the CSV file that is imported/exported
1) Company Name
2) VatNo
3) eType ( please note that 1 refers to Individual and 2 refers to Company
Creating new Leads with type 'Company' from Microsoft Excel
Leads > Import
Download the sample CSV
Replace the sample data with the leads data you would like to import
Make sure that 'eType' is 2 and companyName is not empty in the excel
Click or drag the CSV file to the pop box that appears
Exporting Leads or Customer from CRM
Customers or Leads> Export > Export
Exported CSV has been updated with 3 new columns related to the new functionality.
Editing Leads or Customers - Switching manually a Lead from Individual to Company
If for any reason a Lead has been created wrongly with Type ‘Individual’, you can correct this user error.
Customers or Leads> Edit (the specific lead)
The ‘Type’ of the lead (or customer) is shown and it is allowed to the user to switch between types.
Once the CRM user changes the data and clicks save, the fields related to the previews ‘Type’ will be deleted.
Filtering and Data Grid
A new column has been added to the Data grid for both customers and Leads.
The new column called ‘Type’ indicates with an icon in the Grid Layout if the customer is a Company or Individual.
General note:
To add the new column in your working envoiroment make sure that you have the toggle ticked on the TYPE column
A filtering option has been added for this column so that a user can quickly identify customers by ‘Type’
Using the ‘Name’ filter system is now Searching in both Individuals and Companies names.
Permissions Required for the above functionalities
Users permissions Required | |
|---|---|
To view Leads/Customers | View Leads/Customers |
To view All Leads/Customers | View All Leads/Customers |
To create Leads/Customers Manually | Create Leads/Customers |
To create Leads using a CSV file | Import Leads (.csv) |
Export Leads/Customers | Exports Leads/Customers (.csv) |