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Version: 1.5.4

Getting Started with B2B CRM

Master data​

Before you start working in SimpleOne CRM, you need to import the master data using data import.

  1. Ensure you have the CRM application installed on your SimpleOne instance. Click the icon in the top right corner to open Settings. Check the Applications list for the CRM option.
  2. Download the CRM 1.2.1 Master data JSON file with the master data.
  3. Import the JSON file.

When imported correctly, you have 10 opportunity stages and 7 customer centric stages in the system.

Master data​

Before you start working in SimpleOne CRM, you need to import the master data using data import.

  1. Ensure you have the CRM application installed on your SimpleOne instance. Click the icon in the top right corner to open Settings. Check the Applications list for the CRM option.
  2. Download the CRM 1.2.1 Master data JSON file with the master data.
  3. Import the JSON file.

When imported correctly, you have 10 opportunity stages and 7 customer centric stages in the system.

Products​

Before the start of the work, add the products of your company to select them on the Lead, Opportunity and other forms.

To configure a product, complete the steps below:

  1. Navigate to CRM → Settings → Products.
  2. Click New, specify product name and status.
  3. Click Save or Save and exit to apply the changes.

Role Model​

Learn about the application roles and the access granted by them.

Sales Directions​

Sales direction is an organizational structure used for the grouping of the employees depending on their field of activity. An employee's sales direction is automatically added to the corresponding field on the forms Leads, Opportunities, Customer Companies, Content.

Partner Portals​

Create partner portals for each sales direction for the partner company employees to register opportunities and track them.

Configure Opportunities​

Use options for the configuration of opportunities in your system: create new stages or edit the existing ones, add task chains.

Configure SharePoint​

CRM application is intended to be used together with MS SharePoint for storing the documents and content. This allows for the creation of folders in MS SharePoint from the CRM application.