You will be able to add new contacts, define their type as a lead or a potential and create accounts directly in the addon.
The module will allow you to send automated notifications, create quotes and notes as well as add custom fields to leads' and potentials' profiles according to your needs.
Owing to the Import/Export function you will be able to make a backup or migrate the data between WHMCS systems.
What is more, all the information about leads and potentials will be shown in a graphic presentation in dashboard.
TIP: You can extend the functionality of CRM For WHMCS by integrating the module with Asterisk VoIP Center For WHMCS and Quotes Automation For WHMCS.

We will guide you step by step through the whole installation and configuration process.

Files in your WHMCS directory should look like on the following screen.

File is located in 'modules/addons/mgCRM/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterwards, find 'CRM' and press 'Activate' button.

To do so, click on 'Configure' button, tick checkboxes to assign desired admin roles.
Ticking Access Control is required to access the module.
Sales Management Privileges Group - gives ability to manage each Lead and Potential.
Additionally, access to the dashboard with stats of each staff member and ability to export contacts.
Full Administrator Privileges Group - access to everything. All settings are available only for this group, except importing contacts.
Now, press 'Save Changes'.

We advise to set up the cron as frequently as possible to send email notifications, 5 minutes interval is recommended.

You can access your module in 'Addons' → 'CRM'.

In 'Settings' page of the module you can check current module status, enable major features and define follow-ups' settings.

• Integration with Asterisk VoIP Center For WHMCS
• Cron job setup
• Number of CRM email templates
• Storage folder used by the module

General Settings allow you to decide whether to enable potentials, quotations and admin assignment across CRM.

• Lead's Statuses - statuses of leads to be displayed in the Dashboard.
• Potential's Statuses - potential statuses which are displayed in the Dashboard.

Follow-ups Settings allow you to define:

• Follow-ups per Day - if marked, date selector will not ask you for the hour and minutes.
• Follow-up Types - used to sort follow-ups in the Lead and Potential pages.
• Follow-up Reminder Email - email template used to send notifications to admins about upcoming follow-ups.
• Reschedule Follow-up Notification Email - email template used to send notifications to admins about rescheduled follow-ups.

All available commands are listed in 'API' page, which can be accessed in 'Settings' → 'API'.

Additionally, you can manage existing fields and change their order through using buttons in 'Actions' column.
To add a new field, press 'Add New Field'.

Additionally, depending on the chosen type there are additional options available:

• text - 'Required For Lead' , 'Required For Potentials' , 'Validation Regex' and 'Validation Error'.
• textarea - 'Required For Lead' , 'Required For Potentials' , 'Validation Regex' and 'Validation Error'.
• dropdown - 'Field Options'.
• checkbox - this field type has no additional options.

On the following screen you can see an example of a dropdown type custom field.
To add a field, press 'Create Field'.

This way during creation lead from client's ticket or client from lead mapped fields will be automatically filled.

To change the order, drag & drop chosen fields to a desired position.
To show/hide the field, mark/unmark checkbox next to it.
Press 'Save' to keep the settings.

Additionally, you are able to create a new CRM email template, which afterwards can be used for follow-ups.
To start creation of a new template, fill in its name and press 'Create Email Template' .

Save the template when you complete it.

Simply, proceed to 'Setup' → 'Email Templates' , they are stored under 'CRM Messages' section.

This way you can migrate them between two WHMCS systems and make backups of your Leads, Potentials and contacts stored in archive.
Under 'Available Fields' section you can find parameters used by imported/exported files, they depend on the custom fields added to your CRM.

Imported file will not affect contacts until you press 'Import' button. Contacts from the imported file will be added to your Leads and Potentials.

To view follow-ups from other day, press it in the calendar.

Both pages contain the same features, Potentials can be enabled/disabled in the module settings and introduced to allow separation of more important contacts.

To restore default settings, press 'Revert to original visibility' .

Default settings can be restored by pressing 'Revert to original visibility' in 'Change columns' dropdown menu.

Next, fill in the details of a contact, displayed contacts will be updated in the process.

Additionally, any custom field visible for lead will be displayed here.
Fill out the form and press 'Create Lead' to add the contact to the list.
Note: Staff members with full privileges can also assign admins to the contacts.

As you can see, in 'Other' dropdown menu, actions such as 'Convert To Potential' , 'Call Out' and 'Remove' can be found.
'Note: 'Call Out' functionality requires from you to have Asterisk VoIP Center For WHMCS installed and configured properly.

Press 'Details' to continue.

On the following screen you can see contact's name pencil and status form visible after the status pencil was pressed.

Press 'Assign' , choose admin from a dropdown menu and press 'Save' to do so.

After you make wanted changes, press 'Save' .

This can be done in two ways, by creating a new client from a contact or by assigning existing client to a contact.

Any follow-up can be removed or rescheduled using buttons in the 'Actions' column.
You can search for the desired follow-up using search box and sorting by one of the columns.

Here you can define:

• Date - (required) time when the notifications will be sent.
• Description - (required) short description of a follow-up, it will be afterwards visible in the follow-up list.
• Follow-up Type - allows you to define the type of a follow-up for easier determination of its purpose.
• Sales Admin - admin whom ToDo entry will be assigned.
• Add To Admin ToDo List - add ToDo entry to the notification with the ToDo entry due date, which is equal to follow-up 'Date' .

• Invitation Email - email will be sent to the contact upon follow-up creation.
  • 'Email Template' - email template used in the email sent to the client.
  • 'CC' - admins whose emails will be injected into the email sent to the client.
  • 'Reply To' - admin whose email will be used as email reply to field.

• Contact Reminder - email will be sent to the contact upon follow-up date.
  • 'Email Template' - email template used in the email sent to the client.
  • 'CC' - admins whose emails will be injected into the email sent to the client.
  • 'Reply To' - admin whose email will be used as email reply to field.

• Admin Reminder - an email will be sent to the specified admins selected time before the follow-up date.
  • 'Admin To Notify' - this field enables you to add multiple administrators to whom reminders will be sent.
  • 'Select Time' - define amount and type (minutes/hours/days) of time before due date, upon which emails will be sent.

Press 'Create Follow-up' to save the follow-up.
Important: Remember, after creation of a follow-up you will not be able to modify any setting, except its date.

On the following screen you can see how to add an exemplary note.

As you can see on the screen below, in the 'Quotes' section of the contact page, brief information about quotes assigned to the contact is displayed.
Additionally, you can edit any of those quotes through using buttons in 'Actions' column.

You can do it in two ways, if a client is assigned to the contact, they will be automatically linked to the quote.
Otherwise, module will ask you to fill in a new client account details from to complete quote.
In the second scenario, client account will not be created in the process, unless you use 'Convert to Invoice' functionality.
Important: For extended functionality related to quotes we recommend our Quotes Automation For WHMCS.
It extends quotes with functionalities like adding product addons and domains to the quote, their automatic provision, and quote acceptance from the client area.

To upload a new file, press 'Select File', uploading will start as soon as you choose the file to upload.

It can be also removed by clicking on 'Delete' button as shown on the following screen.

As you can see, you can manually fill out email subject and content.

Whatever way you choose, you can choose address to send from, as well as attach files and quotes.

As you can see, it contains all details you might want to find in the logs.
In order to view full log for selected contact, press 'Show All Logs' .

Using the search option you can find logs of actions performed by specific administrators, at desired time and concerning desired actions.
On the following screen we were searching logs of records made on 25th November 2014 at 2PM, to do so, we have used brackets made of '"' signs.

Among the graphs, there can be distinguished graphs showing for example: the number of Leads and Potentials per status, new contacts per admin, per month and per day.
Additionally, administrators with extended permissions are able to view statistics of chosen administrators.

As you can see on the screen below, your support operators can convert tickets directly into Lead.
This way you can track relations with your valuable clients.

Additionally, after pressing 'Lead Details' / 'Potential Details' extended information about the contact will be displayed in a popup.
Note: Any contact can be transferred between being lead and potential from the ticketing system as shown below (blue arrow).

As soon as you install the module, you can originate a call by pressing 'Call Out' button.
If everything is set up correctly, you should see something similar to the screen below.

In the beginning, let's point the differences between privileges groups:

• Full Privileges Group - access to everything. 'Settings' tab is available only for this group.
• Sales Manager - ability to manage each Lead and Potential. Additionally, access to the dashboard with stats of each staff member and ability to export contacts.
• Sales Person - he can maintain only his own Leads and Potentials. Dashboard with only his stats.

On the following screen you can see the settings for each of the groups.

• Full Administrator - Full Privileges Group
  
• Sales Manager - Sales Manager
  
• Sales Person - Sales Person
  

Let's say we have admin X with full privileges and admin Y who has sales person privileges.
1. Admin X obtains a new contact, which is called Company X and creates Lead profile in CRM.
Additionally, he assigns admin Y to the Company X and leaves some notes in the profile.
2. Admin Y can now read these notes and choose newsletters and promotion notifications from email templates.
He sets them as a follow-ups spread over the next two weeks. Luckily, one of the newsletters draws the attention of Company X.
3. They respond to the newsletter, so that, admin Y changes this contact type to Potential.
This way he can track the relation with that contact better.
4. After a few emails with Company X, admin Y decides to prepare an interesting offer for the contact in the form of a quote.
5. Once the quote has been accepted, admin Y creates client account for the contact.
Additionally, owing to the integration with Quotes Automation For WHMCS, he is able to quickly generate the invoice & the order from the quote.
6. The following month a few more offers are accepted, and both your company and Company X benefit from it.
7. All the time admins X and Y can easily track their contact with Company X.
Thanks to the quotes in the contact profile they can see current offers made for Company X.
While notes and files can give more information about progress in making current agreements.