User Guides - General

Articles and advice on all basic features of Zurmo

• Changing a Text field to a Picklist

  It is not possible to change a field from one type to another in CRM.me, once you set the field type it can no longer be changed.  You can of course create a new custom Picklist field to replace th...

• Compose an Email

  You can send an individual email to a Lead or Contact in CRM.me by clicking on the email address field (detail view, portlets etc), or from the Latest Activities portlet, click the Create-->Email o...

• Conversations

  Conversations is a social concept that allows co-workers to communicate and create a dialog about any internal affairs or around a specific account or opportunity. You can use Conversations in lieu...

• Create a meeting

  Meetings are a critical tool to make sure that your team is all on the same page. Through the 'My Upcoming Meetings Portlet' on your dashboard you can keep an eye on all upcoming meetings and make ...

• Currency Exchange Rates

  Companies today have a farther reach for selling their products and services into countries other than their home country. A lot of these sales are carried out in each country’s local currency, and...

• Dedupe duplicate data

  The dedupe functionality enhances data stewardship by identifying possible duplicate records in the CRM. Conveniently duplicate data can be deduped both at the point of record creation using the au...

• Export Queue

  Exporting your data from CRM.me is often necessary, whether you are exporting this months Sales Opportunities report or pulling a list of all your Accounts to drop into an Excel spreadsheet CRM.me ...

• Feed Comments

  Comments can be added to an Account, Lead, Contact or Opportunity with the new Feed Comments porltet. Feed Comments are a great way to begin a dialogue about a particular record as well as allow Us...

• Latest Activities Portlet

  The Latest activities portlet contains a chronological thread of past activities that have taken place against records in CRM.me.  If you are looking at an account record for example you can see co...

• Latest Activity

  The Latest Activity is a field that appears in the detail view of a Lead, Contact, and Account record. It displays the date and time stamp anytime a task, note, email, or meeting is completed (the...

• Leads and Contacts

  What is the difference between a Lead and a Contact? A lead is a sales prospect and generally represents the first stage in the sales process. The lead is a person who has not yet been qualified a...

• Mass Updates Video Guide

• Mentions

  Mentions in CRM.me provide the option to mention another CRM.me user in a Comment. After a Task, Social post, Conversation or Mission is created Users have the ability to mention another CRM.me Use...

• Missions

  A Mission is a gamification and collaboration concept that allows co-workers to challenge one another in exchange for a reward. Much of CRM is about unifying all customer facing interactions. Missi...

• My Profile

  My Profile page provides users with all of the information and tools centric to their account.  Here a user can perform a number of actions that include updating their details, resetting their pass...

• Notifications

  Notifications is an area where you can view system alerts. Notifications are accessed from the Inbox in the left hand side menu. Notifications can be anything that needs to be given attention or r...

• Opportunities

  Each opportunity record represents a potential sale for your company, together opportunities form your sales pipeline, a collective representation of business deals your sales team is working to cl...

• Products

  The Products module allows users to create and manage products, services, and subscriptions.  A product can have a variety of attributes such as pricing rules, descriptions, and custom created fiel...

• Projects

  Use the Projects module to collaborate on and track the progress of tasks related to a project. Projects have been designed like a Kanban board to easily view, track, and change the status of a tas...

• Roll Up

  Sometimes I get asked how to attach an email directly to an Opportunity or Account in CRM.me.  You might expect to edit an email record and see an option to manually associate an Opportunity or Acc...

• Tasks

  Tasks can be created against Account, Contact, Lead, and Opportunity records. You can read more about tasks and Projects in the Projects article. Create a Task To create a new task, click the Cre...

• Unified Inbox

  The Unified Inbox is an area where you can find and manage all your Conversations, Missions, and Notifications in one area. To access the unified inbox, click the Inbox link from the left hand menu...

• Visualizing Opportunities with Kanban

  In CRM.me, we've taken the idea of a Kanban board and applied it to stages in a sales cycle. The result is a nice big-picture look at Opportunities. Kanban can be viewed from the Opportunities lis...

• What are Accounts?

  An Account, in CRM terminology, is a company you do (or are about to do) business with. The company may be your client, vendor, or a business prospect, but in any case you need to maintain their li...