How to Add New Selections into CRM?

Published at 2015-10-29 16:06

This selection section allows you to set your product category such as Account Type, Main Source and many more.

For this CRM section, the first thing you need to do is to make selection.

1. Click on “Setting”.

2. Then choose “Selection” and click on “View List”.



3. When you chose “View List”, you will view all information as per the picture below.



Description:

Add : Click on this button to add new selection.

Edit : Click on this button to update the data.

Delete : Click on this button to erase data. However, please note that data can only be erased if unused. If used, it can no longer be erased.

Next, when you’ve chosen to add new selection, go to the following page:


Description:

Name : Key in the selection name

Account Type : Choose the selection type.

Information as follow:
Account Type: Account Type
Lead Source: Prospect Information Source
Lead Status: Prospect Status
Lead Type: Propect Type
Potential Type: Prospective / Potential / Opportunities Type
Potential Stage: Prospective / Potential / Opportunities Stage
Task Status: Work Status

Create : Click on this button to enter the new data


How to Edit Selection?
Edit Selection can be done by clicking the Edit button/link at the View List of Selection.

How to Delete Selection?
Delete Selection can be done by click the Delete button/link at the View List of Selection.



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