CRM

Note

The CRM is available for master licensees in Brazil. It does not appear in the menu for accounts in other regions.

The CRM is in the menu, in three parts: Contacts, Dashboard and Opportunities. Contacts are always your own. On Dashboard and Opportunities, you switch modes at the top of the screen:

• My CRM: your own contacts and pipelines. Here you create and edit.
• Agencies: the pipelines of an agency under your license. Here you only follow along, without editing.

Contacts

The CRM · Contacts screen lists the contacts in your CRM, with name, email, phone, tags, who registered them, the method and the date. Use Search contacts to find a contact.

1. Click Add contact.

2. Fill in First name, Last name, Email and Phone. Company name, Created by, Method and Tags are optional.

3. Click Add contact.

Email and phone can’t repeat across your contacts. To change a contact, click it, adjust the details and click Save.

Opportunities

The CRM · Opportunities screen shows the pipeline in columns, with one card per opportunity.

Create a pipeline

1. In My CRM, click New pipeline.

2. Pick a template: Lead with a booked call, Lead cluster, Manual pipeline or Your custom pipeline, to build it from scratch.

3. Give the pipeline a Name and click Create pipeline.

Add an opportunity

1. In My CRM, choose the pipeline and click Add opportunity.

2. Choose the Column and fill in the contact’s details and the Amount (R$).

3. Click Add opportunity.

Click a card to open Edit card. There you adjust the opportunity’s details and write notes under Notes, with Add note.

See an agency’s pipeline

In Agencies, choose the agency and one of its pipelines. The board is shown for viewing only. If the agency hasn’t created any pipelines yet, the screen tells you.

Dashboard

The CRM · Dashboard screen shows the Conversion funnel of the selected pipeline, yours or an agency’s:

• Contact rate: contacted divided by purchased leads.
• Show rate: calls completed divided by calls booked.
• Final conversion rate: closed won divided by calls completed.

Below, the funnel shows how many opportunities are in proposal or awaiting an answer, how many were lost and how many are in nurture after the call.