|
|
| Line 1: |
Line 1: |
| − | <meta name="keywords" content="crm for prestashop, crm configuration, prestashop crm management, prestashop crm installation, prestashop crm common problems, about prestashop crm, prestashop crm documentation, prestashop crm faq, prestashop crm help, prestashop crm guide, prestashop crm wiki, prestashop crm tutorial, prestashop crm tips, prestashop crm wiki"></meta>
| |
| − | <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The CRM For Prestashop Module."></meta>
| |
| | | | |
| − | <h4 style="color: #ff0000; font-weight:bold; text-align:center;">An update of this article will be available soon, please watch out for broken links and unclear descriptions!<br/>
| |
| − | We are sorry for the inconvenience caused.</h4>
| |
| − |
| |
| − | =About [http://www.modulesgarden.com/products/prestashop/crm/features CRM For PrestaShop]=
| |
| − | {|
| |
| − | |style="padding: 10px 0px 10px 0px;"|'''CRM For PrestaShop''' will introduce customer relationship management into your eCommerce platform to let you handle your contacts and follow-ups automatically.<br />
| |
| − | You can divide your contacts between leads, potentials and other personalized types. Organize campaigns, send notifications, add notes, upload files, manage mailboxes and many more.<br />
| |
| − | What is more, the module allows the option to import/export details on your contacts to backup the data or migrate them between PrestaShop systems.
| |
| − | |}
| |
| − | *'''Module Features:'''
| |
| − | {|
| |
| − | |style="padding: 10px 0px 0px 30px;"|✔ Create Leads
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Convert Contact Type
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Send Mass Email To:
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ All Clients
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Chosen Client Groups
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Contacts From Chosen Campaigns
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Convert Contact Types Between Lead And Potential
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Assign Client Account To Contact
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Assign Administrator To Contact
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Quickly Edit Contact Details
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Add And Manage Contact's Follow-ups
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Add And Manage Contact's Notes
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ View Contact Orders
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Create And Manage Email Templates
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Send Email From Template Or Custom Message - Include Files
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Create And Manage Outgoing Mailboxes
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Upload And Manage Files From Contact Profile
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ View Announcements For Administrators
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ View Logs Concerning Contact
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ View Dashboard Containing Incoming Follow-ups
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ View Calendar With All Reminders Sorted By Type
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ View CRM Statistics And Graphs Concerning Contacts
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Import Contacts In Chosen File Formats: CSV, XSL, XSLX and ODS
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS and PDF
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 30px;"|✔ Upon Removing, Contact Is Moved To Archive Where They Can Be Restored From If Needed
| |
| − | |}
| |
| − | *'''Follow-up Features:'''
| |
| − | {|
| |
| − | |style="padding: 10px 0px 0px 30px;"|✔ 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Follow-up Type - Easier Determination Of Follow-up Purpose
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Administrator To Notify - Defines Included Administrators Per Notification Type
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Notify Administrator via Email
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 30px;"|✔ Use Email Template Or Place Custom Message
| |
| − | |}
| |
| − | *'''Campaign Features:'''
| |
| − | {|
| |
| − | |style="padding: 10px 0px 0px 30px;"|✔ Create Campaign
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Campaign Duration Time
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Assign Leads To Campaign Using Filters
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Manually Assign Campaign To Lead
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Display Dashboard Per Campaign
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 30px;"|✔ Display Campaign Description Inside Of Assigned Lead Profile
| |
| − | |}
| |
| − | *'''Module Settings Features:'''
| |
| − | {|
| |
| − | |style="padding: 10px 0px 0px 30px;"|✔ View Module Status - Contains Status Of CRM Key Elements
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Whether To Use Quotes And Administrator Assignment
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Follow-up Types And Default Notifications On Follow-up Reschedule
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Temporary And Permanent Notifications For Administrators
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define If Notification Needs To Be Acknowledged By Administrators
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Manage Custom Fields:
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Create Fields Groups
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Create Custom Fields - Text, Textarea, Checkbox, Radio And Select
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Add Description To Custom Field
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Add Validators To Custom Fields
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Custom Contact Types:
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Define Contact Type Color And Icon
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Define Contact Type Visibility On Navigation
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Permissions Per Administrator Role Group
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Define Personal Settings:
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Define Avatar
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 45px;"|✔ Define Visible Fields And Their Order For Leads, Potentials And Dashboard
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Create CRM Email Templates
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 30px;"|✔ View Information About CRM Cron
| |
| − | |}
| |
| − |
| |
| − | *'''General Info:'''
| |
| − | {|
| |
| − | |style="padding: 10px 0px 0px 30px;"|✔ Requires Ioncube Loaders V4.0 or Later
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Standalone Mode - Display CRM Outside Of PrestaShop
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Display Any Page Or Panel In Full Screen Mode
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 30px;"|✔ Supports PrestaShop 1.6.1.2 and Later
| |
| − | |}
| |
| − |
| |
| − | =Installation=
| |
| − | {|
| |
| − | |style="padding: 10px 0px 0px 0px;"|'''This tutorial will show you how to successfully install and configure CRM For PrestaShop.''' <br />
| |
| − | We will guide you step by step through the whole installation and configuration process.
| |
| − | |}
| |
| − | ==Installation==
| |
| − | {|
| |
| − | |style="padding: 20px 0px 20px 15px;"|'''1. Log in to your client area and download CRM For PrestaShop.'''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_1.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the module into the main PrestaShop directory.'''<br />
| |
| − | Files in your PrestaShop directory should look like on the following screen.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_2.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''3. When you install CRM for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
| |
| − | File is located in '' 'modules/mgCRM2/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_3.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit the previously renamed '' 'license.php' '' file.'''<br />
| |
| − | 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'. ''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_4.png]]
| |
| − | |}
| |
| − |
| |
| − | ==Activate The Addon==
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''5. Now you have to activate the module on your PrestaShop platform. '''<br />
| |
| − | Log in to your PrestaShop admin area. Go to '' 'Modules and Services' '' → '' 'Modules and Services'. '' Afterwards, find '' 'CRM' '' on the list of modules and install it.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_5.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''6. Confirm the installation.'''<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_5_1.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''7. In the next step you need to configure permission settings.'''<br />
| |
| − | To do so, click on '' 'Configure' '' button. select desired admin roles and save the changes.<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_6.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''8. Select desired admin roles and save the changes.<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_6_1.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'''7. Now, you have to set up a cron job, which can be found in '' 'CRM' '' → '' 'Settings' '' → '' 'General' '' → '' 'System Overview'. '' '''<br />
| |
| − | We advise to set up the cron as frequently as possible to send email notifications, 5 minutes interval is recommended.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P_7.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 25px 15px;"|'''8. You have just successfully installed CRM For PrestaShop!'''<br />
| |
| − | You can access your module in '' 'PrestaShop' '' → '' 'CRM'. ''
| |
| − | |}
| |
| − |
| |
| − | =Configuration and Management=
| |
| − | {|
| |
| − | |style="padding: 10px 0px 30px 15px;"|'''CRM For PrestaShop is a module which allows you and your staff to manage relations with your current as well as possible customers in one place.
| |
| − | |}
| |
| − |
| |
| − | ==Dashboard==
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|When you proceed to '' 'CRM' '' in your sidebar menu, you are automatically moved to the application dashboard.
| |
| − | From there you have a quick preview of the most important information in your CRM.<br />
| |
| − | View follow-ups on calendar, list of latest leads/potentials and last activities.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P1.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|It is possible to adjust the dashboard view according to applied filters. Choose dashboard view of CRM for a selected administrator.<br/> Select '' '--Any' '' if you want to show all content. Select '' 'Not Applied' '' if you want to clear the filtering.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P2.png]]
| |
| − | |}
| |
| − |
| |
| − | ==Contacts==
| |
| − | ===Create Contact===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|To create a new contact press button marked on the screen below.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P3.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|You are moved to a contact creation form. As you can see below, fields are divided into two sections: Options and Information.<br /> Fill out the form and press '' 'Add' '' to add the contact to the list. There may be visible some custom fields if they have been added and enabled.<br/>
| |
| − | ''Note: Only staff members with full privileges can assign admins to the contacts.''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P4.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Immediately, after a new contact is added you are moved to its summary, where you can find/edit some additional data.<br/>
| |
| − | Read more about them in the following section.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P5.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Manage Contacts===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In '' 'Actions' '' column you can find various useful operations which can be performed on a contact.<br/>
| |
| − | As you can see, in dropdown menu, actions such as '' 'Convert To Potential' '' and '' 'Move To Archive' '' can be found.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P6.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Now, let's proceed to the contact itself.<br/>
| |
| − | Press pencil icon to move to the contact's summary page.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P7.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Summary====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|To edit any of the options in the contact summary page, simply press a pencil icon that appears when you hover you mouse cursor on the option.<br/> In this way you may reassign the administrator, alter the name and change the current status. Mark appropriate number of stars to change the contacts priority:
| |
| − | *Low
| |
| − | *Medium
| |
| − | *Important
| |
| − | *Urgent
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P8.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Aa mentioned above, when you press the pencil icon, you may select current status, choose from (default):
| |
| − | *New
| |
| − | *Active
| |
| − | *Closed
| |
| − | *Urgent<br/>
| |
| − | Every time you are editing any information please press the green confirmation button to save the changes.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P9.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Module allows assignment of a client account to the contact.<br />
| |
| − | This can be done in two ways, by creating a new client from a contact or by selecting an existing client to a contact.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P10.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|When you hover over email address, two icons appear. Press the first one and you will be redirected to a section where you can send email messages from.<br/> When you decide to edit (2.), simply type in the new address.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P11.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Just like in case of any other option in this section, you may assign your contact to any campaign if such exists. <br/>When assigned, campaign details appear in a separate widget.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P12.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|In '' 'Summary' '' page you may also find a brief conclusion on cerated notes, list of flow-ups and quickly do actions like:
| |
| − | *adding new notes
| |
| − | *sending emails
| |
| − | *adding follow-ups
| |
| − | *sending tickets responses ''(if assigned)''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P13.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Follow-ups====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Follow-ups allow you to send email templates or text messages to contacts and staff members, and create ToDo entries.<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P15.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Any follow-up can be rescheduled (1.), edited (2.) or removed (3.) using buttons in the '' 'Actions' '' column.<br />
| |
| − | You can search for the desired follow-up using search box and sorting by one of the columns.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P14.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 15px;"|To add a new follow-up, fill out the '' 'New Follow-up' '' form.<br />
| |
| − | 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.
| |
| − | *Admin - admin whom ToDo entry will be assigned.<br/>
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P16.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|The last step is defining reminders, we will discuss each of them below.
| |
| − | Reminders for Administrators
| |
| − | *'' 'On Create' '' - Notification is sent to an admin, who is assigned to a contact, immediately when a follow-up is created.
| |
| − | *'' 'Follow-up Due Date ' '' - notification is sent to an admin, who is assigned to a contact, on the set date.
| |
| − | *'' 'Before Follow-up Due Date ' '' - Specify time (date/hours/minutes etc) before the Follow-up Due Date to send notification to an admin, who is assigned to a contact.
| |
| − | Reminders for Clients
| |
| − | *'' 'On Create' '' - Notification is sent to a client, who is assigned to a contact, immediately when a follow-up is created.
| |
| − | *'' 'Follow-up Due Date ' '' - Notification is sent to a client, who is assigned to a contact, on the set date.
| |
| − | *'' 'Before Follow-up Due Date ' '' '' - Specify time (date/hours/minutes etc) before the Follow-up Due Date to send notification to a client, who is assigned to a contact.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P17.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Added follow-up will turn up on the list of all follow-ups of the lead. Use action buttons to delete the follow up, reschedule and edit.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P18.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|In order to reschedule a follow-up you must always give the reason!
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P18_1.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Edit follow-up details:
| |
| − | *edit details
| |
| − | *add reminders
| |
| − | *manage existing reminders
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P19.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Notes====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|'' 'Notes' '' enables you to make and manage notes about the contact.<br />
| |
| − | On the following screen you can see how to add an exemplary note.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P20.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 15px;"|Any existing note can be modified, hidden or deleted. Hover over the note to see the action buttons.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P21.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Emails====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Any staff member can send an email from the contact's profile.<br />
| |
| − | As you can see, you can manually fill out email subject, content and files to attach.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P23.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 15px;"|Alternatively, you can choose one of email templates to send.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P24.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Orders====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Move to orders page where you can place orders for the contact. When you press '' 'Add New Order' '' and you will be redirected to your PrestaShop page where orders can be placed.<br/>Preview details of all orders and edit them if required.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P25.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Files====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|'' 'Files' '' tab allows you to upload and manage files related to your contact.<br />
| |
| − | To upload a new file, select file to upload and describe it shortly, press '' 'Upload'. ''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P26.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding:0px 0px 15px 15px;"|Any uploaded file can be downloaded from the CRM by pressing its name or using actions icons.<br />
| |
| − | It can be also removed by clicking on dustbin icon.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P27.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Logs====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|To view the latest actions performed on the contact, go to '' 'Logs' '' tab.<br />
| |
| − | As you can see, it contains all details you might want to find in the logs.<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P28.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|'' 'Logs' '' page, apart form displaying all the logs concerning the contact, contains searchbox.<br />
| |
| − | Using the search option you can find logs of actions performed by specific administrators, at desired time and concerning desired actions.<br />
| |
| − | On the following screen we were searching logs of associated with any event on client.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P29.png]]
| |
| − | |}
| |
| − |
| |
| − | ==Calendar==
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Access calendar tab and you will find a fully manageable and adjustable calendar.<br/>
| |
| − | Switch between days, moths and week views to have a clear and precise view on your scheduled events (click on a selected day to see details).<br/><br/>
| |
| − | Month view:
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P30.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Under the calendar, there is a detailed legend of visible items with enumerated types of follow-ups.<br/>
| |
| − | Click on any follow-up to see its details.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P31.png]]
| |
| − | |}
| |
| − |
| |
| − | ==Campaigns==
| |
| − | {|
| |
| − | |style="padding: 10px 0px 30px 15px;"|Another functionality that CRM For PrestaShop has to offer is the possibility to create customized campaigns.<br/>
| |
| − | If you decide to apply this option, you will be able to create many and varied campaigns with selected contacts included and filtered according to your personal configurations.<br/>
| |
| − | Let's check how this functionality works.
| |
| − | |}
| |
| − | ===Add Campaign===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In order to add a new campaign use '' 'Create Campaigns' '' button.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P32.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Start with filling out some basic data about the campaign such as its name and descriptions. Select color that will be used to distinguish items.<br/> Assign admins who will have access to the campaign entries and declare beginning and ending dates.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P33.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|In the second part you need to select filters to assign wanted record to this campaign. You may use both predefined system fields and your custom fields.<br/>Finally '' 'Add Campaign'. ''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P34.png]]
| |
| − | |}
| |
| − | ===Campaigns List===
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Find all the created campaigns stored together on a convenient list with the most crucial data close at hand.<br/>
| |
| − | Use Action buttons to:<br/>
| |
| − | 1. Manually force record reassignment <br/>
| |
| − | 2. Move to edition page<br/>
| |
| − | 3. Delete unused campaign
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P35.png]]
| |
| − | |}
| |
| − |
| |
| − | ==Settings==
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Due to the wide variety of possible configurations, '' 'Settings' '' section has been moved to underneath to make the presentation more precise.<br />
| |
| − | In '' 'Settings' '' → '' 'General' '' page of the module you can check current module status, enable major features and define follow-ups' settings.
| |
| − | |}
| |
| − |
| |
| − | ===General===
| |
| − | ====System Overview====
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Under '''System Overview''' you can find information about:
| |
| − | *Cron job setup
| |
| − | *Number of CRM email templates<br/>
| |
| − | In '' 'Cron Details', '' you can find all the information about the cron such as its path, last execution date and interval between cron runs.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P36.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Options====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In '' 'Additional Options' '' you may enable the option to assign leads to administrators.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P37.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Follow-ups====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In the next section of '' 'General Settings' '' there are basic options to configure follow-ups. <br/> In settings part, you may enable follow-up per day (it means that a follow-up can be added within a day, not a specific hour)<br/> and choose email template used to notify admins about a follow-up being rescheduled.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P38.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 15px;"|Add new follow-up type by entering its name, assigning a color and finally enabling it to use. Once added you will see in the list of available underneath.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P39.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Personal===
| |
| − | ====Personal Settings====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|Provide a URL to your avatar to personalize your CRM as you only wish!
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P40.png]]
| |
| − | |}
| |
| − | ====Fields' View====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In this place you may decide which columns exactly and even in what order they will appear in each of the possible sections (Contact's page and Dashboard).<br/> Click on each section one by one to set its view.<br/>
| |
| − | Drag and drop available fields to create a perfect configuration.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P41.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Mailbox===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Under '' 'Settings' → 'Outgoing Mailbox Configuration' '' you will a section where multiple mailboxes can be managed.<br/> Configure your mailboxes to make management of your mail as easy and clear ads possible. Press '' 'Create Mailbox' '' to begin.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P42.png]]
| |
| − | |}
| |
| − | ====Outgoing Mailbox Configuration====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|You need to provide all details on your existing mailbox to get access to it from your CRM. Except form name and its description please type in:
| |
| − | *username and password
| |
| − | *used server
| |
| − | *port
| |
| − | *select encryption type<br/>
| |
| − | Press '' 'Add Mailbox' '' to finish its setup.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P43.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Email Templates===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|In your CRM For PrestaShop you have a direct access to all your email templates. Move to '' 'Setting' → 'Email Templates' '' to see a list of all them.<br/> You may update them directly from the module or delete if it is unused.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P44.png]]
| |
| − | |}
| |
| − | ====Add New Template====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|Press '' 'Create template' '' button marked on the screen below to add a new template.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P46.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Use the creation form to create a customized email template. Select its type: '' 'admin'/'general' '' or '' 'crm'. '' <br/>Type in the email message using available system merge fields and assigned clients variables.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P45.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Fields===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|Manage '' 'Fields' '' fully, add new fields, group them, define statuses and map existing fields.<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P47.png]]
| |
| − | |}
| |
| − |
| |
| − | ====List Of Fields====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Each field, regardless of its type, has its name, description, assigned group and obviously its type.<br />
| |
| − | Available types and validators for each of the types (seen when editing existing field)
| |
| − | *text: ''required, min, max, email, url, ip, regex''
| |
| − | *textarea: ''required, min, max, regex''
| |
| − | *radio: ''required, min, max''
| |
| − | *checkbox: ''required, min, max''
| |
| − | *select: ''required, min, max''
| |
| − | On the following screen you can see an example of a dropdown type custom field.<br />
| |
| − | To add a field, press '' 'Create Field'. ''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P48.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Groups====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Place where groups to segregate fields are created. Once you already know how you want to group your fields, create an adequate groups.<br/>Name them, assign a color and enable to start using it.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P49.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Status====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Exactly, just like in case of groups, you may add hare statuses that later on will be used to segregate fields.<br/>Name the new status, assign a color and enable to start using it.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P49.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Contact Types===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|'' 'Leads' '' and '' 'Potentials' '' are the only predefined contact types that are available from the beginning you start using your CRM.<br/>
| |
| − | However, to make our CRM for WHMCS even more customizable and user friendly we have implemented a function which allows creating new contact types and their full management. <br/>
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P50.png]]
| |
| − | |}
| |
| − | ====Add New====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|To add a new type simply fill out the visible on the screen below form.<br/>
| |
| − | *Enter its name and choose color
| |
| − | *Enter icon code - the icon will be always visible next to this contact type name, remember to use available formats, e.g.: '' 'fa fa-empire', 'fa fa-plus-circle'' '
| |
| − | *Visibility in navigation bar - choose whether you wish to have the new contact type visible on the main navigation menu and submenu (under '' 'Contacts' '' tab)
| |
| − | *Dashboard - if you select this option, the new type will be visible on dashboard, and you will be able to filter the view by this type.<br>
| |
| − | Press '' 'Add' '' button to finish the process.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P51.png]]
| |
| − | |}
| |
| − |
| |
| − | ====Contacts Management====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Under the creation form, there is a list of all available in your CRM contact types, together with the predefined '' 'Leads' and '' 'Potentials'. ''<br/>
| |
| − | Here you can fully customize your contact by:
| |
| − | *changing assigned color or icon,
| |
| − | *turning on/off its availability in navigation menus and dashboard
| |
| − | *activating/deactivating the contact
| |
| − | *deleting useless types.<br/>
| |
| − | '''Important!'''<br/>
| |
| − | ''Any changes made in this section require reloading the page or clearing browser cache! Changes to contact types are not instant.''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P52.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|If you want to delete a contact type, you will be asked to choose another type to which any contacts of the deleted type will be reassigned to.<br/>
| |
| − | If you do not want to reassign the contacts to another type, you can move them to the archive, to do so, simply select '' 'Move to Archive' '' option.<br/>
| |
| − | ''Still, you will have to choose a type for contacts. It will be used in case you decide in future to restore these contacts from the archive.''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P53.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Permissions===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|The last section in '' 'Settings' '' is responsible for assigning permissions to certain roles of group of administrators.
| |
| − | Select permissions for each existing role.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P55.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Once you have added a new role, use actions buttons to move the page where you can choose single permission rights for the group.<br/>
| |
| − | Select the one you need and '' 'Update' '' the settings.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P56.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Import/Export===
| |
| − | ====Export File====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In order to export a file from your CRM system, simply choose a target file format ''(CSV, xls, xlsx, ods or pdf)'' and press '' 'Export' '' button.<br/> A file with a list of contacts available in your system with their details such as name, type, priority, phone etc will download shortly.<br/>
| |
| − | '''A list of available fields that can be included in the file to either import or export are available underneath.'''<br/>
| |
| − | <span style="color: red;">'''Important!'''<br/> It is required that you use only the fields that are visible underneath. In case you name your columns in any other way, the import action will fail!</span>
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P57.png]]
| |
| − | |}
| |
| − | ====Import File====
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In order to import a file to your CRM system, simply select a file from your disc and press '' 'Upload' '' button.<br/>
| |
| − | A file with uploaded list of contacts will be available shortly.<br/>
| |
| − | ''Note: you can upload files of 'pdf', 'csv', 'xls', 'xlsx' or 'ods' format only.''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P58.png]]
| |
| − | |}
| |
| − |
| |
| − | ==Utilities==
| |
| − | ===Statistics===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|'' 'Statistics' '' section includes graphs that describe several aspects of your contacts.
| |
| − |
| |
| − | 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.<br/>
| |
| − | Additionally, administrators with extended permissions are able to view statistics of chosen administrators.
| |
| − |
| |
| − | In '' 'Statistics' '' you can find the overall information such as graphs on Leads and Potentials of chosen status. <br/>
| |
| − | See a list of recently added contacts with details such as assigned admins, status or creation date.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P59.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|There are graphs and statistics tables presenting number of leads/potentials added within certain periods of time (year/month)
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P60.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Notifications===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|In this part you can manage any notifications that shall be delivered to any administrator depending on the configuration.<br/>
| |
| − | Let's check how it works. Press '' 'Create Notification' '' to begin.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P61.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|You are moved to '' 'New Notification' '' creation form. Fill out the data to tailor the notification base perfectly in accordance with your needs.<br/>
| |
| − | *Choose its '' 'Type' '' from '' 'Temporary' '' and '' 'Permanent'. ''
| |
| − | *Select importance: '' 'Normal', 'Information', 'Warning' '' and '' 'Danger'. ''
| |
| − | *Mark administrators that this notification will be displayed to. You may surely select more than one admin.
| |
| − | *In '' 'Message' '' field simply type in the text of the notification. It is allowed to use HTML code here.
| |
| − | *Select '' 'Starting' '' and '' 'Ending' '' dates for '' 'Temporary' '' notifications
| |
| − | *'' 'Confirmation' '' - if you select this box, administrator will have to confirm reading such notification by pressing '' 'Accept' '' button.
| |
| − | *:The button will be visible on the notification
| |
| − | *'' 'Hide Once Accepted' '' - decide whether accepted notification should disappear from the widget
| |
| − | '' 'Create Notification'. ''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P62.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|A newly created notification form is now visible on the list of all notifications in the system.<br/>
| |
| − | You may easily edit the notification ''(you will be moved to creation form where you can make any changes)'' or delete useless notification.<br/>
| |
| − | You will see here information if notifications have been accepted by administrators (if required) and by which ones exactly.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P63.png]]
| |
| − | |}
| |
| − | {|
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Created notifications are visible for selected in the configuration admins on any page of their CRM system.<br/>
| |
| − | '' 'Accept' '' your notifications if it is required. Such info boxes like on the screen below will be visible until the specified in the configuration '' 'Ending Date', ''<br/> or once accepted if '' 'Hide Once Accepted' '' option has been selected.
| |
| − | You may easily hide it by pressing icon in the top right corner of the widget.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P64.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Mass Messages===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|Configure mass messages templates that can be used in your campaigns!<br/>
| |
| − | Press '' 'Create Mass Message' '' and fill out the template form.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P65.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|
| |
| − | *Choose a group the messages will be delivered to, these can be single users, groups of users or campaigns.<br/>
| |
| − | *Select message type: email or SMS ''(if integrated with [http://www.modulesgarden.com/products/whmcs/sms_center/features SMS Center For WHMCS])''
| |
| − | *Enter subject of the message
| |
| − | *Select date when messages will be placed on the list to send (triggered by cron)
| |
| − | *Select user groups/users or campaigns (depending in the chosen target)
| |
| − | *Describe the template shortly
| |
| − | *Create the message
| |
| − | **Enter the main content of the message, use an advanced tool to edit the input (email only) and available merge fields.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_P66.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 15px 15px;"|Once added, mass message template will be visible on the list. You will find there short info on each template.<br/>
| |
| − | Use action buttons to edit or remove a template.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P67.png]]
| |
| − | |}
| |
| − |
| |
| − | ===Archive===
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|List of unused leads/potentials. Use action buttons to edit entries and convert them back to lead or potential from the archive.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 25px;"|[[File:CRM_P68.png]]
| |
| − | |}
| |
| − |
| |
| − | <!--
| |
| − | ==Migration==
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|If you have already used any of the previous versions of CRM, the very first thing that you need to do with your module before moving to any further steps<br/> is migrating data from old CRM to CRM V2.0.0. To do so, move to '' 'Addons' → 'CRM' → 'Settings' → 'Migrator'. ''<br/>
| |
| − | You need to note that not all data can be migrated due to some incompatibility between systems.<br/>
| |
| − | These are:
| |
| − | *follow-ups
| |
| − | *uploaded files
| |
| − | <br/>
| |
| − | '''Important!''' Before you proceed to migration itself, you must always make a backup copy of your database for safety reasons.<br/> In case of any unpredicted issues you will not lose any data and will be able to restore the previous version.<br/> <br/>
| |
| − | If you fulfill all conditions, press '' 'Begin Migration' '' to start the process.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM2_62.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 15px;"|Prepare mapping of statuses used in CRM V 1.2.4 that you wish to map to CRM V2.0.0.<br/> Confirm that you have done the mapping correctly and then move to custom fields mapping configuration.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM2_64.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 15px;"|Map fields used in CRM V 1.2.4, confirm proper configuration and move to the last step.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM2_65.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 15px;"|Read carefully all the information about migration consequences, if you agree with them, start the migration.
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM2_66.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 10px 15px;"|Congratulations! You have successfully migrated your database from old CRM to the latest version!<br/>Now, you can enjoy a much improved management of your contacts with potential clients.
| |
| − | |}
| |
| − | -->
| |
| − |
| |
| − | <!--
| |
| − | ==Workflow==
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"| In order to familiarize you with the module even more, we are presenting here an example workflow.<br />
| |
| − | In the beginning, let's point the differences between privileges groups:<br />
| |
| − | *'''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.<br />
| |
| − | *Full Administrator - Full Privileges Group<br />
| |
| − | *Sales Manager - Sales Manager<br />
| |
| − | *Sales Person - Sales Person<br />
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 20px 25px;"|[[File:CRM_57.png]]
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 15px;"|'''Storytelling'''<br />
| |
| − | Let's say we have admin X with full privileges and admin Y who has sales person privileges.<br />
| |
| − | '''1.''' Admin X obtains a new contact, which is called Company X and creates Lead profile in CRM.<br />
| |
| − | Additionally, he assigns admin Y to the Company X and leaves some notes in the profile.<br />
| |
| − | '''2.''' Admin Y can now read these notes and choose newsletters and promotion notifications from email templates.<br />
| |
| − | He sets them as a follow-ups spread over the next two weeks. Luckily, one of the newsletters draws the attention of Company X.<br />
| |
| − | '''3.''' They respond to the newsletter, so that, admin Y changes this contact type to Potential.<br />
| |
| − | This way he can track the relation with that contact better.<br />
| |
| − | '''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.<br />
| |
| − | '''5.''' Once the quote has been accepted, admin Y creates client account for the contact.<br />
| |
| − | Additionally, owing to the integration with Quotes Automation For WHMCS, he is able to quickly generate the invoice & the order from the quote.<br />
| |
| − | '''6.''' The following month a few more offers are accepted, and both your company and Company X benefit from it.<br />
| |
| − | '''7.''' All the time admins X and Y can easily track their contact with Company X.<br />
| |
| − | Thanks to the quotes in the contact profile they can see current offers made for Company X.<br />
| |
| − | While notes and files can give more information about progress in making current agreements.
| |
| − | |}
| |
| − | -->
| |
| − |
| |
| − | =Additional Information=
| |
| − | {|
| |
| − | |style="padding: 10px 0px 20px 15px;"|A full list of supported variables for reminders and email templates:
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|
| |
| − | |
| |
| − | '''Reminders:'''
| |
| − | *{$contact.id}
| |
| − | *{$contact.name}
| |
| − | *{$contact.status_id}
| |
| − | *{$contact.email}
| |
| − | *{$contact.phone}
| |
| − | *{$contact.priority}
| |
| − | *{$contact.type_id}
| |
| − | *{$contact.admin_id}
| |
| − | *{$contact.client_id}
| |
| − | *{$contact.ticket_id}
| |
| − | *{$contact.created_at}
| |
| − | *{$contact.updated_at}
| |
| − | *{$contact.deleted_at}
| |
| − | *{$contact.status}
| |
| − | *{$contact.client.id}
| |
| − | *{$contact.client.uuid}
| |
| − | *{$contact.client.firstname}
| |
| − | *{$contact.client.lastname}
| |
| − | *{$contact.client.companyname}
| |
| − | *{$contact.client.email}
| |
| − | *{$contact.client.address1}
| |
| − | *{$contact.client.address2}
| |
| − | *{$contact.client.city}
| |
| − | *{$contact.client.state}
| |
| − | *{$contact.client.postcode}
| |
| − | *{$contact.client.country}
| |
| − | *{$contact.client.phonenumber}
| |
| − | *{$contact.client.password}
| |
| − | *{$contact.client.authmodule}
| |
| − | *{$contact.client.authdata}
| |
| − | *{$contact.client.currency}
| |
| − | *{$contact.client.defaultgateway}
| |
| − | *{$contact.client.credit}
| |
| − | *{$contact.client.taxexempt}
| |
| − | *{$contact.client.latefeeoveride}
| |
| − | *{$contact.client.overideduenotices}
| |
| − | *{$contact.client.disableautocc}
| |
| − | *{$contact.client.datecreated}
| |
| − | *{$contact.client.notes}
| |
| − | *{$contact.client.billingcid}
| |
| − | *{$contact.client.securityqid}
| |
| − | *{$contact.client.securityqans}
| |
| − | *{$contact.client.groupid}
| |
| − | *{$contact.client.cardtype}
| |
| − | *{$contact.client.cardlastfour}
| |
| − | *{$contact.client.cardnum}
| |
| − | *{$contact.client.startdate}
| |
| − | *{$contact.client.expdate}
| |
| − | *{$contact.client.issuenumber}
| |
| − | *{$contact.client.bankname}
| |
| − | *{$contact.client.banktype}
| |
| − | *{$contact.client.bankcode}
| |
| − | *{$contact.client.bankacct}
| |
| − | *{$contact.client.gatewayid}
| |
| − | *{$contact.client.lastlogin}
| |
| − | |
| |
| − | *{$contact.client.ip}
| |
| − | *{$contact.client.host}
| |
| − | *{$contact.client.status}
| |
| − | *{$contact.client.language}
| |
| − | *{$contact.client.pwresetkey}
| |
| − | *{$contact.client.emailoptout}
| |
| − | *{$contact.client.allow_sso}
| |
| − | *{$contact.client.created_at}
| |
| − | *{$contact.client.pwresetexpiry}
| |
| − | *{$contact.client.ticket.id}
| |
| − | *{$contact.client.ticket.tid}
| |
| − | *{$contact.client.ticket.userid}
| |
| − | *{$contact.client.ticket.name}
| |
| − | *{$contact.client.ticket.email}
| |
| − | *{$contact.client.ticket.title}
| |
| − | *{$contact.field.<fieldID>.id}
| |
| − | *{$contact.field.<fieldID>.type}
| |
| − | *{$contact.field.<fieldID>.active}
| |
| − | *{$contact.field.<fieldID>.name}
| |
| − | *{$contact.field.<fieldID>.description}
| |
| − | *{$contact.field.<fieldID>.data}
| |
| − | *{$contact.field.<fieldID>.options}
| |
| − |
| |
| − | *{$followup.id}
| |
| − | *{$followup.resource_id}
| |
| − | *{$followup.type_id}
| |
| − | *{$followup.admin_id}
| |
| − | *{$followup.description}
| |
| − | *{$followup.date}
| |
| − | *{$followup.created_at}
| |
| − | *{$followup.updated_at}
| |
| − | *{$followup.deleted_at}
| |
| − | *{$followup.resource.id}
| |
| − | *{$followup.resource.name}
| |
| − | *{$followup.resource.status_id}
| |
| − | *{$followup.resource.email}
| |
| − | *{$followup.resource.phone}
| |
| − | *{$followup.resource.priority}
| |
| − | *{$followup.resource.type_id}
| |
| − | *{$followup.resource.client_id}
| |
| − | *{$followup.resource.ticket_id}
| |
| − | *{$followup.resource.created_at}
| |
| − | *{$followup.resource.updated_at}
| |
| − | *{$followup.resource.deleted_at}
| |
| − | *{$followup.resource.status}
| |
| − | *{$followup.resource.client.id}
| |
| − | *{$followup.resource.client.firstname}
| |
| − | *{$followup.resource.client.lastname}
| |
| − | *{$followup.resource.client.email}
| |
| − | *{$followup.resource.ticket.id}
| |
| − | *{$followup.resource.ticket.tid}
| |
| − | *{$followup.resource.ticket.userid}
| |
| − | *{$followup.resource.ticket.name}
| |
| − | *{$followup.resource.ticket.email}
| |
| − | *{$followup.resource.ticket.title}
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 10px 0px 15px 15px;"|'''Email Templates:'''
| |
| − | *{$resource.client.id}
| |
| − | *{$resource.client.firstname}
| |
| − | *{$resource.client.lastname}
| |
| − | *{$resource.client.email}
| |
| − |
| |
| − | *{$resource.id}
| |
| − | *{$resource.name}
| |
| − | *{$resource.status_id}
| |
| − | *{$resource.email}
| |
| − | *{$resource.phone}
| |
| − | *{$resource.piority}
| |
| − | *{$resource.type_id}
| |
| − | *{$resource.admin_id}
| |
| − | *{$resource.client_id}
| |
| − | *{$resource.ticket_id}
| |
| − | *{$resource.created_at}
| |
| − | *{$resource.updated_at}
| |
| − | *{$resource.deleted_at}
| |
| − | *{$resource.status}
| |
| − |
| |
| − | *{$fields.<fieldID>.id}
| |
| − | *{$fields.<fieldID>.type}
| |
| − | *{$fields.<fieldID>.active}
| |
| − | *{$fields.<fieldID>.name}
| |
| − | *{$fields.<fieldID>.description}
| |
| − | *{$fields.<fieldID>.data}
| |
| − |
| |
| − | *{$company_name}
| |
| − | *{$company_domain}
| |
| − | *{$company_logo_url}
| |
| − | *{$whmcs_url}
| |
| − | *{$whmcs_link}
| |
| − | *{$whmcs_admin_url}
| |
| − | *{$whmcs_admin_link}
| |
| − | *{$signature}
| |
| − | *{$date}
| |
| − | *{$time}
| |
| − | |}
| |
| − | =Tips=
| |
| − | {|
| |
| − | |style="padding: 10px 0px 30px 15px;"|1. If you want to see a specific part of your CRM, a single widget only, use full screen mode for widgets.<br/>
| |
| − | :You will find it in the top right corner of each widget.
| |
| − | |}
| |
| − |
| |
| − | =Common Problems=
| |
| − | {|
| |
| − | |style="padding: 10px 0px 10px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
| |
| − | |}
| |
| − | {|
| |
| − | |style="padding: 0px 0px 30px 15px;"|2. In case you have problems with your CRM, for example empty tables, no follow-ups in calender or you cannot add new status, group, follow-up, then please make sure that <br/>your ''.htaccess'' or ''vhost'' do not block the module in any way.<br/>
| |
| − | Underneath there is an exemplary input of a ''.htaccess'' file, which will unblock the connections and methods:<br/>
| |
| − |
| |
| − | RewriteCond %{REQUEST_FILENAME} !-f
| |
| − | RewriteCond %{REQUEST_FILENAME} !-d
| |
| − | RewriteRule ^(.*)crm.php(.*)$ /admin/crm.php [QSA, L]
| |
| − |
| |
| − | <Limit PUT DELETE OPTIONS>
| |
| − | Order allow,deny
| |
| − | Allow from all
| |
| − | </Limit>
| |
| − |
| |
| − | Please note that ''admin'' file may have a custom name, remember to adjust the file input to your naming.
| |
| − | |}
| |