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Personalization
Personalize and streamline your Zurmo environment, or just make yourself feel at home.
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Autoresponder drip marketing
Autoresponders allow you to "drip" emails to an individual over time, this is often referred to as "Drip email marketing". This allows you to trickle email messages to individuals over time in res...
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Admin - System Configuration
Once logged into CRM.me, click the gear icon and select “Administration” from the drop-down. At the Administration screen, select System Configuration Autoresponder/Campaign batch size: The nu...
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Using the Dashboard
Multiple dashboards can be created in the CRM. They are particularly useful in allowing users to switch emphasis. For example, one organization or user may have a corporate dashboard, a dashboard f...
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Advanced Notifications
Choose how you would like to be notified by CRM.me, and never miss any crucial details with helpful notifications to let you know when important actions are taken. Take control over a variety of op...
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Starring Leads and Contacts
How do we ensure that our leads are getting the TLC that they need to develop into opportunities? And that our important contacts are getting the all-star treatment they require? Simple. Make them ...
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Working with Calculated Numbers
This guide will show you how to work with calculated numbers in CRM.me. Creating formula Available fields for use in the formula are listed in the formula table below the formula box. Field Na...
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Contact Affiliations
There can be so much going on in the world today that it’s sometimes hard to keep track. So imagine how difficult it would be to track what’s going on throughout the galaxy. That’s the problem Admi...
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CRM.me Combined Calendar
The crm.me combined calendar is a calendar with a difference, it's simple and very flexible. As you would expect, it displays your meetings and tasks plotted out on monthly, weekly or daily views ...
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User Configuration - General
Initial user configuration is set by the administrator, but each user can configure their instance to suit their personal preferences. Under your 'My Profile', click the Edit button to set your con...
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User Configuration - Email
It is necessary for the administrator to configure the system wide outbound email settings for email to be sent from crm.me. Individual users can then also configure their outbound email settings ...
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User - Customizing your detail view layout
Each user has the ability to customize the layout of Detail views for each module. You can choose which related module portlets to display, and where you want them to appear. To change the layout,...
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Admin - Contact and Lead Queues
Queues allow you to automatically reassign Lead or Contact records between users based on assignment rules that you set. So now you can automate the redistribution of leads fairly between members ...
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Admin - Designer
Designer is one of the most useful tools when it comes to enhancing the user interface of your crm.me installation so that it matches the unique way your organization works. In other words, it make...
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Admin - Customize Lead Conversion
A user with access to Designer can customize the lead conversion process in CRM.me. Leads vs. Contacts Leads and Contacts in CRM.me are technically the same records. The difference between a reco...
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Admin - Global Configuration
Once logged into CRM.me, click the gear icon and select “Administration” from the drop-down. At the Administration screen, select Global Configuration Application Name This is the name whi...
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Admin - Dependent Pick Lists
A Dependent Pick List is a way to connect Pick Lists together with value dependencies. This can be useful for limiting the amount of data displayed in an edit view to only what is relevant based on...
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Admin - Authentication Configuration (LDAP)
CRM.me can be configured to accept Lightweight Directory Access Protocol (LDAP) authentication if your organization has implemented LDAP or Active Directory authentication. When users in your syste...
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Admin - Currency Configuration
You can enable different currencies for use with your CRM.me instance. Currencies can be enabled in the admin area under Administration-->Currency Configuration. To add a new currency, begin typin...
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Admin - Developer Tools
The Developer Tools area is useful for on-premise deployments. You can access developer tools in the admin area under Administration-->Developer Tools. Clear Cache - If you are doing custom de...
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Admin - Job Manager
The Job Manager is located in the admin area under Administration -->Job Manager. Here you can view a list of all scheduled jobs, their status, run history, and also manually force a job to run. ...
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Admin - Languages
You can enable different languages for use with your CRM.me instance. Languages can be enabled in the admin area under Administration-->Languages. To enable a language, click the Activate button...
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Admin - Marketing Configuration
Use the marketing configuration section in Administration -> Marketing Configuration to customize your autoresponder and campaign footers. Marketing Footer(Plain Text): The content entered here ...