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Please note that the transcript is not 100% perfect and will contain errors of spelling and grammar and just incorrect heard words.


Mike Nash:In this video, we’re going to have a quick look at basic CRM navigation. When you log in to [inaudible 00:00:06] in CRM, you’ll see something like the tabs along the top. We’ve tried to organize in a logical way and make it very, very easy and fast for you to access your data. In the Company tab, we see a list of companies and a list of things that you can do to companies. In the Contact tab, we see a list of contacts and the list of things that you can do to contacts, and so on with Activities, Products, Projects.

I’ll stick in the Company tab for the moment. What we find here is our grid. If I wanted to open up a customer, I can double click their record, it will open, and now we can see the customer detail.

Along the top, we’ve got basic customer detail, we have addresses, we have conversations, which are groups of activities along a particular topic, which could be a sales opportunity, a support, or customer service issue, or a project. We have a list of contacts at the organization, any projects that we’re currently working on. Our selling area shows us all of the selling rules, special prices, quotes, invoices, and so on. We have a location map and we have opportunities, asset management, [dash slips 00:01:24], which are little mini charts that show us sales and invoicing information for this customer. There’s not huge amount of data in here. This has just come from the test at MYOB. In the accounts area, we’ve got some financial facilities. Down here, we’re just showing the cross link that we have with MYOB. If we change any of this, for example, let’s just decrease the credit limit, it would then be possible to send that across to MYOB or whatever accounting system you use that we support.

Save and close will save the record. That’s really the basic navigation. All of the other screens in the system work [00:02:00] the same way. If I go into Contact, here’s a list of contacts. If I want to open the Contact, I double click it, and all of the details are displayed. I can just click the X button to get rid of it. The same happens really everywhere else in the system. If I jump back into the Customer again, these are the buttons that also show what can be done to a company or with a company. For example, if I wanted to record an activity note, I can hit Add Note. I can save and close, and now we have an activity recorded. Just down at the bottom, I’m currently logged in as Peter Parker and I can see this activity note down there at the bottom. The same happens with Communications, Documents, Web forms.

So far I had the document that I wish to attach to this company. I can right click At File, pull something in, and that’s now linked to this company where everybody can see it. We’ve tried to make the navigation as simple as we possibly can. If we wanted to see, for example, things related to selling, we’d click on the Selling Module, here’s the list of products. If we wanted to see invoices, here’s the list of invoices. It follows all the way through that, say, a list of data, which we can sort and you’ll see more information about that in the grid demonstration video, but we can sort and filter these things and we’re able to double click and open, and you have the records. When we go into a customer, we can take a look, we see a list of contacts. Again, this grid works the same way. It’s quite easy for me to go and just add a new contact [00:04:00]. Now, this company has got 2 contacts.