X2CRM REFERENCE GUIDE – USER

DASHBOARD

The Dashboard is the homepage of X2CRM. With it, you can instantly see the newest leads, notifications, reminders, calendar events, user location check-ins, and so much more as soon as you login. Like many features within X2CRM, the dashboard is fully customizable so you can easily change or reorganize the widgets to work best for your business.

From here, you can access all the modules within X2CRM. The top blue menu bar (highlighted in red below) provides access to the different Modules. The Dashboard also contains Widgets that help you perform different tasks, such as Calendar widget, Note Pad widget, Doc Viewer widget and more.

Dashboard Contents

*Dashboard Left Column
*Dashboard Right Column
*Dashboard Middle Two Columns

CONTACTS

Contacts are the core of your CRM. The initial view of the Contacts module is organized in a grid view. With X2CRM, you can search through contacts based on matching criteria, organize lists of contacts with attribute filters, view contact location heat maps, and more.

CONTACTS CONTENTS

Contact Grid View
Contact Record Detail View
Contact Lists
Importing and Exporting Contacts
Create Contact
Contact Processes
Contact Map

Contact Grid View

When clicking on a module, such as contacts, accounts or marketing, all of your records will typically be listed in a grid view. There are several ways to organize the data:

• To sort a Column – click on the name of the column and it will sort in ascending order. Click again and it will sort by descending order.
• Filter a Column – In the blank cell between the name of the column and the data you can filter the contents of that column by entering what you want to find.  For example, you know the Contact’s first name is Sam but that is all you know. Type Sam in the blank cell below Name and click Enter. The system will show any entry that includes “sam” somewhere in the name.  You can narrow the search with more specific data.

The left-hand column displays what Actions the user may perform on any specific screen. In the Grid View the User can click and create a Contact List, Create a Contact, Import or Export Contacts, View the Contact on a Map, Save the Maps and Quick Create a Contact.

There are three Grid View option buttons located at the top of the grid.

• The first button allows you to Clear Filters. This will remove any of the filter settings you have inputted into the data fields along the top bar.
• The second button is the Columns button. This allows you to add or remove columns from your contact list grid view.
• The third of these buttons is the Auto-Resize Columns function. This will change the width of the columns of the grid view to an automatically determined appropriate size, based on the length of the data in the field as well as the size of your browser window.

Mass Insertions or Deletions – You can perform actions against multiple records at a time. To choose the records you wish to effect, click on the box at the far left for each record.  To choose the entire page of records click on the box at the very top of the column. A message will appear at the top asking if you want to select all the records on all pages “click here” and all boxes will be chosen.  Once any record is chosen a ‘More…’ button appears in the Title Row.  You can perform one of these actions to the entries that have been chosen:

• Add action
• Add note
• Add relationships
• Add selected to list (Must be a Static list)
• Execute macro
• Log call
• Log time
• Merge selected
• New list from selected (Will create a Static list)
• Remove tags
• Update fields of selected
• This can also be used to delete multiple records at a time by clicking on the “trash can” icon.

https://youtube.com/watch?v=FACRgQxmjzU%3Fwmode%3Dopaque%26enablejsapi%3D1

This video tutorial provides a detailed look at the features and details of using a Modules Grid View. The Grid View shows the records that are in a module. Instructions for adding columns, customizing the column layout, sorting, filtering, searching and updating records.

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Contact Record Detail View

Click on a contact’s name from any screen in X2CRM to View the contacts details.

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Edit Contact allows you to update contact information. You can also edit a single field by clicking on the Edit Field box you will find at the far right of each field. You can use Share Contact to draft an email with the contact’s record details in the body. Delete Contact erases the contact record from your database. Please note that this cannot be undone!

• Send Email drafts an email addressed to the contact. You can also use the mail icon, highlighted in orange along the top bar menu, to email the contact. Both of these options bring up an email draft field within the record page.
• There are many additional tools you can use under the left hand actions column, highlighted in purple. Attach a File/Photo allows you to upload media associated with the contact. Please note that there is also a an image gallery widget, where you can upload and see a thumbnail of your images.
  Quotes/Invoices initiates a new quote for the contact. You can add line items and make pricing adjustments all from one screen. This can also be used to associate what products you are working on with the Contact without actually sending a Quote. Subscribe will send an automated email update to you whenever the contact’s record is updated.
• You can quickly view the customer’s current process stages. You can also view a complete overview of interactions with the record in graph form in the Action History chart.
• View and edit a contact’s tags. Drag and drop from the tag widget, highlighted in red, or double click within the tag field, to instantly create a new tag. You can view and delete your existing tags with the tag manager.
• Set the contact’s deal confidence, highlighted in the bright green box in the contact data fields. This is a five point scale of your confidence in the sales opportunityassociated with the contact. This scale is also important for your sales pipeline chart. The five point scale is:
• • 1: Low
  • 2: Growing
  • 3: Forecast
  • 4: Committed
  • 5: In the bag.

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The Publisher

• The widget highlighted in blue in the image above is called the Publisher. This widget will allow you to create, complete, and view a history of actions, appointments, calls, emails, web activity, and more. To create a new event, select one of the tabs highlighted in red in the image to the right.
• Use the publisher to easily log a call (or attempted call). If you like, you can select a quick note to expedite your call log. These are preset comments you can append to your call log. You can, of course, modify the contents of the quick note dropdown menu from the dropdown editor in X2Studio.
• Aside from time spent on the phone, you can also simply log timespent working on a record. Whether it’s background research or case analysis, you will be able to log how much time you’ve spent working on topics related to the contact and what that time was spent doing.
• Create a new action associated with the contact. Just as in the full action editor, you can set due dates, assign users, priority, visibility, and description. Edit, complete, or delete the action using the tools highlighted in the blue circle.
• Add a public comment on the contact’s record that you and your team can refer to when next you interact with them.

• Create a new Calendar event from the publisher. Designate an appointment time and date on your team calendar for a specific event. You can set visibility (i.e. who can see it in their own personal calendars) as well as the assigned users. Set its priority and the display color as well
• You may view any publisher records specific to one event type by using the filter dropdown, highlighted in orange.
• There are additional Publisher viewing options highlighted in the green box. The Toggle Text option will minimize or maximize the detail text for each record component. The Show All button will expand the entire action history chart to be displayed within one page. If you select Relationships, then the action history chart will display all actions for the record, as well as any other record with an established relationship. By clicking on any of these options again, you will unselect them and return the action history chart to normal.

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Contact Lists

You can create and use contact lists to send emails to existing clients, potential leads, business partners, or any other sort of list of people you can think of. Lists can be dynamic or static. A dynamic list is automatically populated and updated based on a set of filter criteria. A static list has a manually stipulated set of members and does not automatically update.

• The All Contacts screen displays every contact in your X2CRM system. Here you can create and populate dynamic or static lists. Dynamic lists are auto-populated based on certain attribute criteria (e.g. a tag or deal value). Static lists are manually populated and managed.
• To populate a static list of contacts: first tick the boxes next to the names of the people you would like in the list, highlighted in the blue box along the left hand side. This will bring up a new menu option in the grey menu bar along the top of the contact grid, highlighted in the orange box. Click on More to open a dropdown menu containing the expanded options.
• To add the contacts to an existing static list, select Add Selected to List from the More dropdown menu. A dialog box with a dropdown menu containing all existing static lists will pop up, prompting you to choose the list to which the selected records will be added.
• If you wish to create a new static list from the selected contacts: click New List From Selection from the More options menu. A dialog box will pop up, prompting you to enter a name for the new list, highlighted in purple.

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• To view existing contact lists click Lists in the left column menu, highlighted in red.
• A catalog of all contact lists is displayed. An overview of list information appears as well, displaying list name, list type (i.e. static or dynamic), list creator, and number of list members.
• To create a new dynamic list click either Create Lists in the same left column menu, or “new list” near the bottom of the page, both highlighted in blue.

Creating a dynamic list involves setting criteria for membership in your list. X2CRM will use these parameters to automatically filter out the contacts that don’t meet the criteria and populate the list with those that do. You can set the logic type to “AND,” which requires that all parameters be met in order for the contact to be included in the list, or “OR,” which only requires that at least one parameter be met.

• The minimum amount of filter parameters is one. To add more, click the blue [Add] button below the list of current attributes, highlighted in the red circle.
• Set the parameters. The attribute drop down menu shows a list of all types of information that you can discriminate by. Select one.
• Next, choose the comparison you want X2CRM to use to evaluate the attribute. The comparisons available will change based on the attribute type you’ve selected.
• The attribute highlighted in the green box is “state”. The comparison selected is “does not contain”. The values are state abbreviations separated by commas. This means that X2CRM will evaluate the addresses of each contact, and if the state listed is Arizona, Nevada, or Oregon, it will not include that contact in the list.
• The attribute highlighted in the blue box is “assigned to”. The value brings up a list of your X2CRM users. To select multiple users hold down the control key as you click.

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Importing and Exporting Contacts

• Use the Export to CSV option to save the contact list as an exportable .csv file. Use the option to submit a .csv file and extract a contact list.
• To Import Contacts using a .csv template, first fill in a CSV file where the first row contains the column headers for your records (e.g. first_name, last_name, title etc). Please have a look at our wiki page on importing wiki page on importing contacts to see technical specifics about importing from .csv format.
• The application will attempt to automatically map your column headers to our fields in the database. If a match is not found, you will be given the option to choose one of our fields to map to, ignore the field, or create a new field within your X2CRM system.
• If you decide to map the “Create Date”, “Last Updated”, or any other explicit date field, be sure that you have a valid date format entered so that the software can convert to a UNIX Timestamp (if it is already a UNIX Timestamp even better). Visibility should be either “1” for Public or “0” for Private (it will default to 1 if not provided).

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Create Contact

• Select Create Contact in the left column menu, highlighted in a red box.
• Enter basic contact data, such as name, phone number, email, etc. Also enter sales and marketing info, such as lead source, deal value and status, etc. You can also submit the Contact’s username for social media sites including Facebook, Twitter, Google+, Skype, and LinkedIn. These fields will create direct links to those sites.
• You may also associate the lead with an Account. Start typing a name in the Account field and a list of potential existing accounts will pop up. If the Account you want exists simply choose that from the list. If no Account exists, click the “+” at the right of the Account box and a form will pop up to allow you to enter the information for a new Account.
• Assign the contact to a member of your sales staff, or to sales groups. Indicate whether this contact is a public or private contact. Finally, finish by clicking the green “create” button.
• The Quick Contact widget, highlighted in the blue box on the right side column, can be utilized to easily create simple new contact entries with their basic information of name, phone number, and email address, from any screen in X2CRM.
• In addition, you may use the Quick Create option from the left hand side menu to simultaneously create a contact, account, and opportunity, all from the same screen.

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Contact Processes

• Click to learn more about Workflow Process
• The sales funnel diagram illustrates the contact’s current stage within a process, highlighted in the purple box. The ultimate goal in sales funnel management is to turn a “lead” into a “customer.” However, process stages are highly customizable and can easily be personalized with different stages.
• To indicate that a contact has progressed to the next stage of the process, click the check mark within the current stage. A dialog box may prompt you for notes on the completion of the process stage.
• When a stage is completed, the next stage is automatically initiated. This continues until the final process stage has been reached.
• Click the [Details] option to view and edit stage information. You can backdate creation and completion dates from this window as well.
• Complete each stage as your relationship with the contact grows.

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Contact Map

• The Contact Map is a chart of the geographical distribution of your customers.
• X2CRM integrates its data with Google Earth to generate a heat map of your customers’ locations.
• Maps are also filterable. Limit the data to those contacts assigned to a specific sales rep or sales team. Drag and drop tags into the tag field to filter out the results that do not match the tag.
• You may also save a map for future reference. Data for the map settings, filter parameters, and even zoom level are saved. Because what is saved are only the map parameters, data within the map is autoupdating. This map is called “deals east of the Mississippi”.

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ACCOUNTS

Here you can find a list of client accounts and view their fiscal records with your company. Accounts are companies or organizations whose associates are your contacts.

ACCOUNTS CONTENT

Account List Grid View
Account Detail View
Account Reports
Create an Account

Account List Grid View

• View a list of All Accounts, sortable by various metrics. Filter results with the column selector, highlighted in green within the red circle.
• Use the clear filters option, the center button in the red circle, to stop sorting by a specific column and return to a default filter setting.
• For a more detailed explanation of grid view filters, jump to the Contact Grid View section.
• Click an account to view its details.

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Account Detail View

• The Account Detail overview screen displays information about an account, including contact info, amount of sales, process stages, relationships, and much more.
• Use the options menu on the left hand column, highlighted in the green box, to manage account information. Select Edit Account to update data. Share Account drafts an email containing the account information that you can then send to a colleague.
• Delete Account does what you might expect. Please note that this cannot be undone!
• Attach a File or Photo to the account profile. Select your media, add media description, and save.
• Relationships are highlighted in red. These are contacts, leads, opportunities, service cases, and other things that are related to the Account. The blue highlight shows where you would create a new relationship for the Account.

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Account Reports

• Accounts can be summarized and collected, much like a dynamic list. Find accounts which match specific attribute criteria. Select the date range, shown in the red box, to filter accounts based on date of creation or last activity. Select Advanced Filters and [Add] to add attribute filters. Once you have your filters in place, Generate Report to display matching records, shown in the light blue box.
• Once you have your generated list, you may then Create a Campaign. This will allow you to email contacts related to the accounts in that list. You can choose to only email contacts which are set as the primary contact of an account, or all related contacts of each account.
• You may also export the list to a .csv file, using the Export Data button, shown in green. Once created, you may download this file, shown in purple, near the bottom of the page.

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Create an Account

• Enter the new account’s information, the organization’s name, type of company, phone number, description, address, and other such pertinent information.
• Option to assign the account to a colleague by selecting their name from with the ‘assign to’ list. To select multiple representatives, hold down the control key as you click.
• Once finished, click the create button to complete the process.

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LEADS

The Leads module in X2CRM is designed to allow users to track leads separate from the Contact record but still be related to Contacts and Accounts. 

An individual Contact may have multiple Leads. A single Account may have multiple Contacts which have Leads associated with them. A Lead can be created as a stand alone Lead or a Contact may be created and a Lead associated with the Contact. If you start with just a stand alone Lead there is an option to Create a Contact from the Lead and all the data within the Lead record will be transferred to the Contact record and the Lead record will be deleted. If you have an existing Contact which is now a new Lead you can create this Lead by Creating a New Relationship within the Contact record.

LEADS CONTENT

Lead List Grid View
Create a Lead
Lead Conversion

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Lead List Grid View

• View a list of All Leads, sortable by various metrics. Filter out some results with the column selector.
• Use the clear filters option to stop sorting by a specific column and return to a default filter setting.
• Click a lead to view its details.
• To Create a new Lead click the Create Lead button shown in blue.
• For a more detailed explanation of grid view filters, jump to the Contact Grid View section

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Create a Lead

• Enter the new lead’s information. At a minimum, enter first and last name; however it is recommended to include phone number and email address, too.
• You have the option to add additional information such as Lead Status, Lead source, Description, and other similar fields.
• The lead may be assigned to a colleague by selecting their name from the ‘assign to’ list. To select multiple representatives, hold down the control key as you click.
• You may also associate the lead with an Account. Start typing a name in the Account field and a list of potential existing accounts will pop up. If the Account you want exists simply choose that from the list. If no Account exists, click the “+” at the right of the Account box and a form will pop up to allow you to enter the information for a new Account.
• If you associate the Lead to an Account you will see this relationship within the Relationship section of both the Account and the Lead. This allows you to move easily between the Lead and Account by clicking on the name within Relationships. The same holds true if the Lead is associated with a Contact.
• Once finished, click the create button to complete the process.

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Lead Conversion

Convert to Opportunity

• At some point you may determine that the Lead has become an Opportunity. For example, maybe the Lead may have worked through the stages you set up via the Process Workflow, highlighted in green, and it is now deemed an Opportunity.
• You have the option to create an Opportunity directly from the Lead. Click on Convert to Opportunity action, highlighted in red, and all the information within the Lead will be transferred to a new Opportunity record and the system will delete the existing Lead record.
• The sales rep will now work this as an Opportunity and the Opportunity can be related to an existing Contact and/or an Account via the Relationship section highlighted in blue. You may relate the Opportunity to a specific Contact and once you do that you may want to change the name of the Opportunity because a Contact or Account may have multiple Opportunities associated with it.
  • Click to go to the Opportunity section.

Convert to Contact

• At some point you may determine that the Lead has progressed such that it should now be a Contact.
• You have the option to create a Contact directly from the Lead. Click on Convert to Contact as highlighted in red and all the information within the Lead will be transferred to a the Contact record and the system will delete the existing Lead record.
• The sales rep will now work this as a Contact.

As an alternative, X2CRM allows you the flexibility to handle Leads, Opportunities, and Contacts all within the Contact Module. The benefit of this approach is that all the information is in one place. The user does not have to bounce between different records to see all the information on a Lead, Opportunity, and Contact. This minimizes the data entry for any given deal and displays the data all in one place. Below is an example of how this works.

Contact as Lead

• First, you will need to create a custom drop-down field, Record Type, highlighted in red. Jump to X2Studio Manage Fields for a more detailed explination on how to do this:
  1. Create a new drop-down menu, which includes Lead, Contact, and Opportunity as choices. This allows you to filter on this field.
  2. Create a custom field called “Record Type” and select your new drop-down menu as the field type.
  3. Update the Contact form to include your newly created field.
• Choose the Record Type that you want such as Lead. It will now be able to be grouped with all the other Contact records as Leads.
• You may choose whatever Process that will reflect on how the record is being used.
• Enter data into the fields that reflect the Lead such as Lead Source, Lead Type, Lead Status, etc. You may add as many additional fields as you desire.
• If the Lead moves out of Lead status, change the Record Type to reflect the new status.

Contact as Opportunity

• If the Lead has become an Opportunity you may choose to work this within the same Contact record. Simply change the Record Type to Opportunity and add any additional data into the record.
• Highlighted in blue, is a section we created to hold Opportunity data. If you wish to do this, simply add the fields you want via Manage Fields, and change the form via the Form Editor. You can modify this form to have it look however you desire.

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X2OPPORTUNITIES

X2Opportunities are sales leads that have have met the company’s criteria for legitimate sales opportunities. An Opportunity typically is associated with an Account, but it also could be associated with a Contact. You can search through Opportunities based on matching criteria just like the other Modules. An Account or Contact may have multiple Opportunities associated with it.

Opportunities Content

Opportunities List View
Opportunity Detail View
Create Opportunity and Quick Create

Opportunities List View

This page highlights the sales leads that have established themselves as legitimate opportunities. The opportunities page contains a list of those accounts and some options for updating them.

• The Grid View lists a detailed overview of your sales team’s opportunities. Add sortable columns via the box highlighted in orange. Filters can be set for any column by typing values into the blank line under the column headings.
• For a detailed explanation of sorting the Grid View, jump to the Contact Grid View section of the Reference Guide.
• The blue box is highlighting the Probability column. This value is set by your sales team and denotes the likelihood of converting the opportunity into a sale and closing the deal.

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Opportunity Detail View

• The Opportunity detail overview screen displays information about a sales opportunity, including contact info, creation and expected close dates, quote amount, relationships, and much more.
• Use the options menu on the left hand column, highlighted in the red box, to manage opportunity information. You can preform a wide variety of tasks, such as edit opportunity to update data, share opportunity to send the opportunity information to a colleague, attach a file or photo to the opportunity profile, create a quote/invoice, import an opportunity, export an opportunity, and print the record.
• View the Process Stages and other actions taken with the opportunity conveniently right on the details page, highlighted in the green box. The previously completed action (in this opportunity it’s a completed process stage) are listed sequentially below that, detailing which actions have been completed, when those stages were completed, and who completed them.

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Create Opportunity and Quick Create

• The Create opportunity action allows you to initiate a new sales opportunity within your CRM system. The creation of a new sales opportunity typically entails a preexisting contact, as well as a preexisting sales account for that contact. If you would like to establish a new entity all at once, this can be done with the Quick Create option.
• The Quick Create option contains the create opportunity module in its entirety as it exists in isolation (highlighted in green). In addition to that, it also contains the create contact module (highlighted in orange) as well as the create account module (highlighted in blue) – all on one page. This is the fastest, easiest way to introduce a completely new sales opportunity in your CRM system. In one go you can enter the information for an entirely new contact as well as enter the information for that new contact’s sales account and that new contact’s business opportunity.

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X2MARKETING

The Marketing Module in X2CRM is a powerful set of tools for both outbound and inbound marketing, disseminating sales offers, and automating responses to leads. The X2CRM Marketing Module is a full-fledged Marketing Automation system. Used in conjunction with the complete X2CRM application it provides unparalleled capabilities but the Marketing Automation can also stand alone and interface with other CRM systems to provide a marketing automation system for them.

This section will describe how to use each piece of the Marketing module and also provide an overview of best practices of how to successfully launch email campaigns from importing data, creating a segmented list, create the campaign launch the campaign, and monitor the results.

Click here for an additional overview of the X2CRM Marketing Module.

X2Marketing Contents

Campaigns
Long Term Campaigns
A/B Testing
Contact List
Import Campaigns
Export Campaigns
Newsletters
Web Lead Forms
Web Tracker
Landing Pages

Campaigns

The X2CRM Marketing Automation (MA) system provides multiple ways to create and deliver email campaigns. There is the single email blast Campaign, a Long-Term Campaign, and a Drip Campaign, which is performed using X2WorkFlow. The single email blast campaign is designed to send a single email to a segmented list. This is the first step in a Campaign, determining who you are going to send an email to. Once you have created the list you can Create the Campaign. Lists can be created from either Contacts, Accounts, Leads, or Opportunities. Once you create a list in one of these modules, you will see it show up in the drop-down upon creating a Campaign. Please note, you may want to name your list with the module it points to in the name, ie. Contacts – Reseller list, Accounts – Customers, Leads – New Web Leads, Opportunities – Current Opportunities. This way, you know at a glance where the data in the list is coming from.

When the user clicks on the Marketing Module, the grid view that comes up shows all the existing Campaigns in the system. The list view displays a catalog of All Campaigns. This is an overview of the current and past marketing promotions you’ve constructed in X2CRM. Click an existing campaign to View information about it, including name, description, and campaign status (i.e. whether it is active, complete, public visibility, and its assigned users). Update or Delete existing campaigns by selecting the appropriate actions from the left-hand column.

 Click on Create Campaign in the left-hand menu to start the process.

• Start by giving the Campaign a name. 
• Next choose the List you want to email to via the drop down menu under List.
• You may choose to apply a Suppression List to your campaign list.  Any email on a Suppression list which is also on the campaign list will not be emailed to.  You may choose multiple Suppression lists.
• Choose the email template you wish to use for the campaign.  Choose Custom if you are going to enter your own message for the campaign rather than a template. You may save a Custom message for future use by saving as a template.
• You may add a description of the Campaign if you choose.
• ·The Type should be Email
• Category allows you to assign a category to the Campaign.  This is used in the ability of the recipient to unsubscribe from just a specific Category or from all emails.
• Choose what email address that the Campaign will be sent from.  This can be a 3rd party email service.
• Choose what user should be assigned to the Campaign.
• Enable Redirect Links is important if you have any links within an email and you want to be able to track whether the link is clicked by the recipient.  By checking this box, X2 will track the clicks.
• Choose Visibility within X2 users as to Public or Private.  If Private, only the Assigned To user will see the Campaign.
• Launch Date – you may choose a date in the future when the Campaign will be sent or, if you leave this blank, you can launch it yourself.
• The next section provides different statistics on the Campaign after it has been sent as you can see below. It provides status of Open rate, Click rate, Unsubscribe rate, and Last Activity. Below that is a Heat Map showing when emails were opened and when clicked in a graphic form.

• The above section shows the Email template that you chose previously or allows you to enter the email message you choose.
• You may add attachments which will be included along with the email.
• The next step is to click on Create (just below what the image shows) and X2 will create the Campaign.

If you did not specify a Launch Date, you will see the Launch Now button along with a Send Test Email button. You can send a test email and a popup window will appear to allow you to do that.  Once you are satisfied with the Campaign, click on Launch Now and the system will process the Campaign and send the emails. The system will show you the progress along the way until all have been delivered.

The system will show you the list of email recipients and whether each Opened, Clicked, and Unsubscribed.  Over the next few days this will be updated as the recipient reacts to your email.

In addition, you will see statistics of what has gone on in your campaign. This will continue to re-calculate as the days go on.

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Long Term Campaigns

Long Term Campaigns operate the same way as single campaigns except that it allows you to set up a series of emails to go out to the same list over time. 

Start the same way as before, but provide a name for the Campaign, specify the List to use, and add any Suppression Lists.  Next, specify how many emails will be in the Campaign and click on Create.

In this example, we have chosen four. Notice you can specify the Send As for each, choose a template for each email, and then choose the actual Launch Date.  Once these are created you will see them listed in the All Campaign list.

There is an entry for each instance of the Long-Term Campaign plus and overall master view.

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A/B Testing

X2CRM allows you to test your email messages before launching large campaigns.  A/B testing allows you to send two different messages out to a segment of your overall list. You may then monitor the statistics and determine which message to use for the rest of the email list.

As with the regular Campaign, give the Campaign a name. Choose the list to send to and then tell the system what size sample you want to test.  You then choose the two different templates to test and when you want to send.

If you choose ‘Create’ without entering a specific date, the system will create the two campaigns, A and B, and allow you to launch when you want. If you choose a date, it will run the campaigns at those times. The system will randomly choose the number of the sample size to run each test.

You will see the two different tests and the overall campaign. Once the tests are run it will display the statistics.  From within the main Campaign you can then choose which message to use to complete the Campaign.

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Contact List

To learn about Contact Lists click here.

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Import Campaigns

This feature allows you to import a CSV file to be used in a Campaign.

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Export Campaigns

This allows you to export a CSV file from an existing list.

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Newsletters

• A newsletter is a type of campaign, but it is mainly a type of list. Selecting newsletters from the left column menu brings you to an overview of all newsletter recipient lists.
• To create a new newsletter list, select the ‘Newsletters’ option from the left hand dataframe of the Campaigns page. Enter a name for the list and a brief description of it. Assign an owner and set its public visibility. When you initially create the newsletter recipient list it will be empty. You can use preexisting Contact Lists to populate a newsletter list.
• When you click on a newsletter list name, the screen to the right comes up.
• This web form is a signup sheet. People who add their email addresses in the form will automatically be added to the list of recipients for that newsletter. This list of people is editable and updatable.
• Just like X2CRM’s web lead forms, the newsletter’s web form embed code is automatically generated. Copy and paste that code into your website to include the email signup form on any of your webpages.
• You may edit the form’s appearance to integrate it with the theme of your site. Options to change text and background colors, font, and borders are all available.
• When the list begins to populate, the recipient list, highlighted in the blue box near the top of the page, will display a list of everyone who will receive the newsletter. Additionally, it will show those who were signed up for the newsletter but who have subsequently unsubscribed.
• To create the content of your next newsletter click the “email entire list” button, highlighted in the red box near the top of the page.
• When you click “email entire list” and thereby create a new instance of a newsletter, you are taken to the create a campaign screen. You must enter a name for the specific newsletter and you may enter a description. The email contact list, highlighted in the blue box, defaults to the newsletter contact list that you have created and that people have signed up for. However, you can also select an alternate contact list by typing its name into the data form. See the contact list section for more information on lists.
• Create the email template that will be sent out to the contact list. You can include dynamic variables like or which will be automatically replaced with the appropriate value based on the contact’s information.
• Click the green create button to finalize the template. After you’ve created the newsletter you can include attachments and images. Then you can launch the campaign and witness real time who has received it, opened it, and/or unsubscribed.

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Web Lead Form

• X2CRM allows you to easily create a Web Lead Form, giving you customized online questionnaires and information sheets for your customers to fill out on your website.
• The red box highlights the visual modification system to customize the form. Simply drag and drop field items from the field list to the form column. You can sort and rearrange the form options with simple mouse dragging. Set whether the field is required and specify its placement in the form. Preview the form and visually make sure its up to your standards.
• The appearance settings, highlighted in green, provides you the visual customizations necessary to integrate a streamlined web form into the theme of your site, such as CSS, HTML, and header & footer code.
• You can also automatically add tags that will become associated with all the leads created via the web form.
• Shown in the blue box, you may also quickly name and save the form template for further future customization and usage within different contexts. For example, you can use a form template for web leads, service cases, or newsletters. You can use the template as is or further customize it.
• When a web lead comes in, you can automatically send them an email response thanking them for their interest and offering them a follow-up. Additionally, when a web lead comes in, your sales team will want to know about it. You can choose whether the sales rep that web leads are assigned to will receive an email or not. Highlighted in the orange box, you can select from the drop down email template menus.
• Finally, grab the embed code, shown in the purple box, to copy and paste it into your website.

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Web Tracker

• The web tracker allows you to keep track of contacts on your site. An announcement will be made within your X2CRM activity feed whenever a contact visits your page.
• Set the parameters, highlighted in green, to enable or disable the tracker, and to set the cooldown period – i.e. how long after the first visit to disregard further clicks on your site.
• Take the HTML code, highlighted in red, and paste it into the body section of your website’s pages.

Anonymous Contacts & X2Identity Fingerprints

• X2Identity uses browser fingerprinting as an alternative method to the traditional web tracker. Browser fingerprinting is not reliant on cookies and instead identifies a contact based on certain browser attributes that make them unique. If browser fingerprinting is enabled, the tracker will attempt to identify a contact based on their browser settings.
• You can set the threshold for the minimum number of attributes that must be equal in order to constitute a partial match, highlighted in the blue box in the previous image. It is recommended to keep higher values to prevent false positives. You can also tune the maximum number of anonymous contacts and actions associated with them in order to limit flooding to the database. The fingerprint tracker will obey the same cooldown period as the web tracker.
• Anonymous contacts are created upon submission of the newsletter form, or when a user who has not yet been associated with a fingerprint visits a page embedded with the web tracker. Once these anonymous contacts submit the web lead form, their lead score and activity history will be migrated over to an ordinary contact record.

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Landing Pages

• The Landing Page Designer allows you to easily create landing pages for your web marketing campaigns. Simply drag and drop different elements, such as images, headers, and web lead forms, onto the grid to design the page to make it look however you would like.
• By creating landing pages within X2CRM, you’ll be able to fully utilize all of X2CRM’s tracking capability and analytics directly within your page.

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QUOTES

With a populated Products module, users can easy create quotes for prospects and customers. Quotes and invoices uses custom templates to ensure all customer correspondences are consistent with your corporate branding. Add line items from your products module and make adjustments on the fly. The Quotes module ensures everyone has a unified view of the customer’s information.

Quote Contents 

Create Quote 
Quote Detail View 
Quotes via Contacts

Create Quote

• Quotes and Invoice Lists display an index of current and past quotes and invoices.
• Select Create from the left hand column menu, highlighted in orange, and fill in the appropriate fields.
• Enter numbers for “Probability” (ex. 70 = 70%).
• Users can include preexisting products in their quotes. Select the product from the drop down menu under “line item”, highlighted in the teal circle.
• Enter numbers for “Adjustment” (Ex. -50= reduce $50, or 10%= increase 10% from original price). This is highlighted in the brown box.
• Add a comment if you like. Then, finalize by clicking create.

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Quote Detail View

• Click on any quote to view its detail page. Select from the options in the left hand column menu, highlighted in the orange box, to view and manage (i.e. Update/Delete, Attach Media to) quotes. Additionally you can Email the quote to an associate or customer, by clicking on the email icon in the upper right corner.
• Select Print Quote to get a printer friendly version of the product account totals.
• Quotes are also displayed in the associated contact’s page. Click on the contact’s name (e.g. “Darla Whey” highlighted in the purple box) to directly link to the contact’s page.
• The quote detail view contains information about the quote itself as well as the deal. Basic info displays quote name and ID. The Sales window contains the associated contact, the assigned sales rep, the customer’s account, and deal probability. Dates shown create and close dates, as well as the time of most recent activity.

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Quotes via Contacts

• If you’ve clicked on the associated contact’s name from within the quote page, you will see the quotes module. Additionally if you’re already on a contact’s page, you can select ‘quotes/invoices’ from the left hand column menu, highlighted in red.
• The quotes module, highlighted here in green, contains options to create new quotes, highlighted in the blue box, or to manage existing quotes, highlighted in the orange box.

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X2ACTIONS

Users can view their own tasks, activities, and to-do lists, as well as actions made public by colleagues.

X2Actions Contents

Action List View
Overdue and Incomplete Actions
Create Action
Action Within Record

Action List View

• You can opt to display an overview-type list of event titles, assignments, and their dates within the ‘list view,’ or to display more detailed information within the ‘grid view‘. Choose your view type from the button menu along the top of the action list, highlighted in a green box.
• Users can opt to view Today’s Actions, All My Actions, or Everyone’s Actions, by selecting a view option from the left column menu, highlighted in blue.
• Filter the list to view ‘incomplete‘, ‘complete‘, or ‘all‘ actions. Select the filter from the drop down menu highlighted in purple.
• Clicking on a specific action will lead to a page detailing task description, priority level, status, due date, contact info and other such pertinent data. If you are viewing a completed action, you may also uncomplete it by clicking the uncomplete button near the bottom of the detail view.
• A simple overview of actions can be seen in the ‘my actions’ widget, located in the right hand column of each module, highlighted in the red box.

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Overdue and Incomplete Actions

• When a task is overdue, it automatically will be categorized under ‘today’s action’. When a task is incomplete or its deadline has not yet approached, it will remain in either ‘today’s actions’ or ‘all my actions’.
• To complete a task click ‘complete,’ highlighted in the blue box, and it will be recategorized to the new status. Alternatively, click ‘complete + new action,’ highlighted in orange, to immediately create another new task at the time of task completion.
• Additional comments can be added in completion notes.

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Create Action

• From this screen you can schedule new tasks. Enter an action name and a detailed description, set the due date, create a department association type, assign the task to an associate and set its priority. Make the directive public or private.
• Set a reminder for the action. Set the time of the alert and indicate who should receive it. This is highlighted in green.
• The user can backdate the creation of the event, in cases where the date the event was assigned happens to not be the date the event was created within X2CRM. This is highlighted in the blue box.

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Action Within Record Pages

• From this screen you can schedule new tasks. Enter an action name and a detailed description, set the due date, create a department association type, assign the task to an associate and set its priority. Make the directive public or private.
• Set a reminder for the action. Set the time of the alert and indicate who should receive it. This is highlighted in green.
• Also available is the option to backdate the creation of the event, in cases where the date the event was assigned happens to not be the date the event was created within X2CRM. This is highlighted in the blue box.

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X2DOCUMENTS

Create and share email templates, standardize quotes, upload preexisting or manifest new documents in a rich text editor. Our Documents module acts as a document repository for all of your important business documents so all of your employees can access a centralized information library.

X2Documents Content

List Docs
Create New Doc
Create an Email Template

List Docs

• This screen contains a list of the current documents both created within X2CRM as well as those uploaded to X2CRM. The list view displays the document name, the creator of the document, the date it was last updated, and other pertinent information.
• To upload a new doc, click Upload File and navigate your file folders to select the document you’d like to upload. Most every file type is permissible (other than executables). Then click submit. This option is highlighted in the green box near the bottom of the page.
• From the left column menu you can elect to Create a new Doc, Email Template or Sales Quote. This is highlighted in the red box.
• To Import Docs choose this option and follow the instructions. These docs must be .csv files.
• If you wish to export a doc or simply print a doc, first open the Doc and then choose Export Doc option. This will provide you with instructions: Right click to download the doc; Left click to get to printer-friendly mode.

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Create New Doc

• Users are able to edit text font size, set alignment, insert links, and modify other such formatting and aesthetic options within the rich text editor.
• Set the visibility for the document: public or private
• Once ready, click create to complete the creation of your document, highlighted in the red circle.

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Create an Email Template

• Select the Create Email option from the left hand column menu, highlighted in red.
• Enter the name of the particular template. Enter the email subject to be sent to the contact list.
• Users are able to edit text font size, set alignment, insert links, and modify other such formatting and aesthetic options within the rich text editor.
• Options to create links or images in the doc are also located in the text editor menu bar.
• Dynamic variables are available for use, such as {firstName}, {lastName}, or {phone}. If these variables are inserted in the email template, they will automatically be filled in based on the addressee’s contact information.
• Once you’ve completed your template, click create – highlighted in the green circle.
• Create Quote brings up a similar screen as Create Email. Consequently the creation process is also similar.

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X2MEDIA

You may need to share and exchange files with your team members from time to time. Whether it is a photo of the latest version of your product or a visual update of the latest from an on location work site, media allows you to share information and files with your team. Photos are by no means the only media type you can upload. You can share documents, mp3s, and much more.

Media Contents

All Media 
Upload
Media Detail View
The Files Widget

All Media

• The All Media screen displays your file library. It contains information about the media including who uploaded the content, its associations, creation date, and more.
• You can add additional sortable information fields to the list by adding columns via the column button, highlighted in the green box.
• Upload new content by clicking the upload option, highlighted in the red box found in the left hand column menu.
• You can hover your mouse over the file name of the media file and it display a preview of the file if it’s an image. This is highlighted by the blue circle.

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Upload

• Select a file. The maximum file size is 8MB, which is typically more than enough for most photos and average sound files.
• Most file types are permissible for upload but some are forbidden. These are mostly executable file types such as : exe, bat, dmg,js,jar, swf, php, cgi, hyaccess, py, and rb. The full list of forbidden extensions is also listed on the upload page in the green box.
• Create associations for the media. Link an opportunity, contact, or account. You may also list the media as a background (which you can change in your settings). This option is highlighted in the red box.
• Add a description of the media and set its permissions (i.e. public or private). If you mark it as private, only you can see it. Otherwise it is publicly viewable.

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Media Detail View

• When you create a new file or click on an existing file from the all media overview page, you arrive at the detail View page for that media.
• You can Update information about or Delete the media you currently viewing by selecting those options, highlighted in green, from the left hand column menu.
• You can view and add to the action history of the media from the widget highlighted in the red box. Log calls, create associated actions, or add comments. The actions appear in the area below that text area in the widget. This publisher act the same as any record’s publisher.
• If you are the owner of the media you can update its privacy settings by ticking or unticking the privacy box, highlighted in the purple box.
• To acquire the media, you can download the file with the download button, or you can add the media to your Google drive.

Google drive integration can be completed in the admin tab. Information about Google drive integration can be found in our X2CRM Wiki.

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The Files Widget

• When you upload media and specify “None” for the association type, it will appear on the Files Widget, highlighted in red to the right. This is a helpful and customizable little panel in the right hand column of your X2CRM window. This widget is populated with the uploaded media in X2CRM, organized by the uploading user.
• The widget is even more helpful in the sense that it allows you to drag and drop media where appropriate. For example, if you are drafting a new marketing campaign and you want to include some photos, drag and drop them into the body of the email itself. From there you can resize and align the photo as you would in any email editor. For some browsers, you may need to double click the photo to edit it. You can also attach files by dragging them into the attachments box, highlighted in green.

All Media

• The All Media screen displays your file library. It contains information about the media including who uploaded the content, its associations, creation date, and more.
• You can add additional sortable information fields to the list by adding columns via the column button, highlighted in the green box.
• Upload new content by clicking the upload option, highlighted in the red box found in the left hand column menu.
• You can hover your mouse over the file name of the media file and it display a preview of the file if it’s an image. This is highlighted by the blue circle.

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Upload

• Select a file. The maximum file size is 8MB, which is typically more than enough for most photos and average sound files.
• Most file types are permissible for upload but some are forbidden. These are mostly executable file types such as : exe, bat, dmg,js,jar, swf, php, cgi, hyaccess, py, and rb. The full list of forbidden extensions is also listed on the upload page in the green box.
• Create associations for the media. Link an opportunity, contact, or account. You may also list the media as a background (which you can change in your settings). This option is highlighted in the red box.
• Add a description of the media and set its permissions (i.e. public or private). If you mark it as private, only you can see it. Otherwise it is publicly viewable.

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Media Detail View

• When you create a new file or click on an existing file from the all media overview page, you arrive at the detail View page for that media.
• You can Update information about or Delete the media you currently viewing by selecting those options, highlighted in green, from the left hand column menu.
• You can view and add to the action history of the media from the widget highlighted in the red box. Log calls, create associated actions, or add comments. The actions appear in the area below that text area in the widget. This publisher act the same as any record’s publisher.
• If you are the owner of the media you can update its privacy settings by ticking or unticking the privacy box, highlighted in the purple box.
• To acquire the media, you can download the file with the download button, or you can add the media to your Google drive.

Google drive integration can be completed in the admin tab. Information about Google drive integration can be found in our X2CRM Wiki.

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The Files Widget

• When you upload media and specify “None” for the association type, it will appear on the Files Widget, highlighted in red to the right. This is a helpful and customizable little panel in the right hand column of your X2CRM window. This widget is populated with the uploaded media in X2CRM, organized by the uploading user.
• The widget is even more helpful in the sense that it allows you to drag and drop media where appropriate. For example, if you are drafting a new marketing campaign and you want to include some photos, drag and drop them into the body of the email itself. From there you can resize and align the photo as you would in any email editor. For some browsers, you may need to double click the photo to edit it. You can also attach files by dragging them into the attachments box, highlighted in green.

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X2ANALYTICS ENGINE AND X2REPORTS

The reports module allows you to sort and display data in X2CRM as a chart or specialized grid. Because of its data accessibility, it can be applied as an analytics engine reporting upon the entire customer journey. X2CRM’s reporting and analytics capabilities enable you to monitor and react to marketing, sales and service performance, and ultimately make “closed-loop” changes which improve performance.

Contents

Introduction
Grid Report
Rows and Columns Report
Summation Report

Introduction

Upon entering the reports module, there is a grid view displaying all the reports you have saved. To create a new report, click on one of the report types in the action menu on the left.
There are 3 types of reports in X2CRM that will organize your data differently:

• Grid
• Rows and Columns
• Summation

While the creation form of different reports varies, they do share common functionality:

• Primary Model: This is the model you will be searching through, such as Contacts or Accounts
• Any Filters: Click and select a field to filter by. Records that pass any one of these filters will be included in the report
• All Filters: Click and select a field to filter by. Records must pass all of these filters to be included in the report
• Order: Click and select a field to order the results by.

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Grid Report

The Grid Report organizes data by grouping it based on two fields of the model.

• Column Field: The field you choose here will become the column headers of the report. Try to select a field with a limited amount of values (Such as a dropdown field).
• Row Field: The field you choose here will become the row headers. It should be the field with more possible values than the column field (pagination will help you sort through all the values).
• Cell Data: This is what each cell of the grid will display. ‘Count’ will simply display how many records match the column and row value for that cell. If an aggregate value is selected such as ‘Deal Value,’ It will either sum, average or find the max/min of those values.

Example
Let’s say that we want to create a report showing the total deal value in different states. More, let’s say we only are concerned with the contacts in three states, CA, NV and AZ. Once we have that, we want see how much of the deal value is assigned to different users.

1. Select ‘Contacts’ for Primary Model Type
2. Select ‘State’ for Row Field
3. Select ‘Assigned’ To for Column Field
4. Select ‘Sum’ for Cell Data Type
5. Select ‘Deal Value’ for Cell Data Field
6. Click on the “any filters” box – we want all records that match any of these states, not records that pass all of them. Add conditions that limits the state of records to CA, NV, AZ
7. Click Generate

The resulting grid is showing us how much deal value is in each state. 

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Rows and Columns Report

The Rows and Column Report will let the user generate a list of records, based on criteria. It is essentially a glorified grid view.

• Columns: The fields chosen here will appear as the various columns of the report, in the order you choose. It contains all of the fields of the record as well as all of the fields of related records.

Example
Let’s say that we want to create a report to show incoming contacts.

1. Select ‘Contacts’ for Primary Model Type
2. Add a condition ‘Deal value Greater than 5000’
3. Add columns: Create Date, Name, Lead Source, Deal Value, Phone, Account, etc.
4. Click the Order by box and select order by ‘Create Date descending’
5. Click Generate

The resulting grid shows a list of new contacts and all their info. This report is particularly useful to chart to monitor activities.

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Summation Report

The Summation Report will let you group data, and generate drill-down lists for those groups.

• Groups: Select fields you want to group by. For example if you choose ‘State, Assigned To, Deal Status’ you will recieve rows covering all the different combinations of those three fields (only when that combination non-empty).
• Aggregate Columns: Different aggregate forms of numeric fields of the model.
• Drill Down: Summation reports let the user create inline reports showing the records in a group. These drill down reports are identical to a rows and columns report.

Example
Let’s say that we want to create a report that will let us identify the largest sources of leads coming in.

1. Select ‘Contacts’ for Primary Model Type
2. Add ‘State,’ ‘City,’ ‘Lead Source’ to groups
3. Add ‘Deal Value’ to aggregate values and select Sum
4. Format the drill down records perhaps as ‘Name,’ ‘Assigned To,’ ‘Deal Value’
5. Click Generate

The resulting grid is showing us how much deal value is in each city, sorted by lead source and location. Click on the plus icon on a row to display the drill down report. 

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CHARTS

Charts are an excellent way to visualize the data you have generated with a report. The visual, easy-to-read charts allow you to easily examine data from different perspectives and quickly spot trends, issues, and opportunities.

Charts Contents 

Introduction 
Grid Chart Example
Row and Column 
Summation Chart Example 

Introduction

All charts use a report as the provider of the data. Once you have saved a report, a charting dashboard will appear on the report page. All charts created from a report will show up on this dashboard. This dashboard is public to all users, but you can add clones of charts to your profile page or a personal charts only dashboard. To create a chart:

• Click on ‘Create Chart’ to bring up the chart creator dialog
• You will then be asked to select columns from the report grid
• Click on one of the blue fields, then click on a report column
• Once you have selected the fields you want, click submit and a chart will appear in the dashboard area
• You can then alter the appearance of the chart by clicking on the gear icon.

Each report has different charts that work with that type of report

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Grid Chart Example

Lets create a chart using the report described in the grid report example.

• Click on ‘Create Chart’ to bring up the chart creator dialog
• There are no options to configure for this chart; click submit to create
• Filter out specific groups by clicking on legend Items.
• Further display options are in the config menu

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Row and Column

The Rows and Columns report has a very powerful Activity Chart. This chart acts as a histogram, sorting dates. It can show, for example, website visits over time, or deal value coming in over time. Let’s create a chart using the report in the rows and columns report example.

• Click on ‘Create Chart’ to bring up the chart creator dialog
• Click on the field for ‘Dates’ and click on the ‘Create Date’ column
• Click on the field for ‘Groups’ and click on ‘Lead Source’ column
• Click ‘submit’
• You can then modify the chart by clicking on the gear icon. With the filter menu, you can select how the times are bucketed and filtered. Selecting ‘day’ ‘trailing’ ‘month,’ for example will make each data point represent a day, and will show all the data over the last 30 days.
• By clicking on the gauge icon, you can view how the most recent point is compared to your average. The number on the right of the gauge is twice the average over the span of the chart. For example, the gauge will show ‘new contacts today compared to the last 30 days’, using the filter settings described in the last point.
• Click on a point to drill down into it, displaying the records that comprise that point. If multiple points are stacked, multiple tabs will appear.

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Summation Chart Example

The Summation report has two types of charts: Bar and Scatter plot. The bar chart will have categories on its X-axis and values on its Y-axis, whereas a scatter plot will have values on both axes. Lets create a bar chart from the summation report example.

• Click ‘Create Chart’ to open the dialog.
• Click on the field for ‘Names’ and click on the ‘State’ column
• Click on the field for ‘Values’ and click on the ‘Deal Value’ column
• Click on the field for ‘Groups’ and click on the ‘Lead Source’ column
• Click ‘submit’
• The resulting chart has the same configuration options as the grid report bar chart.
• You can click on a data point or bar to display the drill down records for that point

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CALENDAR

Calendar provides a simple overview of actions and events that you or members of your team have created. Easily view all of your company’s upcoming events, meetings, or important dates on a single calendar.

Caldenar Content

View Calendar and Create Events
Manage Calendar

View Calendar and Create Events

• Access the Calendar module from the top menu bar in X2CRM.
• Choose to view monthly, weekly or daily calendar, highlighted in yellow in the top right corner.
• On the left hand column, highlighted in orange, check the boxes of those users whose calendars you would like to receive event notifications from. Check multiple boxes to view multiple users’ calendar Actions/Events.
• When creating an event in the calendar module, you have full control over all of the details for the event, highlighted in red at the bottom of the screen. You can set your calendar events to public or private. Colleagues will only be able to see public events. Set the public visibility of an event by clicking on it, or at the point of creating new actions and events in the New Event Publisher. Additionally, customize the event’s date, priority, who it is assigned to, and more.
• In addition to setting general public visibility for your events, you can also use the My Calendar Permissions option to explicitly stipulate which individuals can and cannot view your calendar. You can also allow specific users to edit your calendar events if you wish. If you’re an administrator, you can do this for all users, via User Calendar Permissions.

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Manage Calendar

• Click any date and an action creator dialog box will pop up, allowing you to quickly add a new event.
• Once an Action/Event is created, it will be displayed in the calendar. To change the date or details of the event, click on it and the action overview dialog box will pop up once again, highlighted in green. Alternatively, you can simply drag and drop the content to to the desired new date to automcatically update its information.

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TOPICS

Topics provides an internal place to create forums for discussions. It’s the perfect platform for users to chat and answer internal questions.

Topic Lists

• The main screen of the Topics module contains a list of the current Topics available for comment. The list view displays the Topic name, the creator of the Topic, the date it was created, and how many replies it has had.

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Topic Creation and Commenting

• To create a new topic, click the “Create Topic” action from the left-hand action menu or from the dropdown hover menu. The name of the topic refers to what will be displayed in the list view of the Topics module. Any text filled in the body of the text editor will be displayed as the first post of the topic. Any files or media you upload during creation will be attached.
• To comment on a topic post, simply scroll to the bottom of the thread to find the text editor. Fill out your comments and click “Post”. Your text will appear as the most recent comment in the topic.

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PRODUCTS

The Products module is the perfect way to record and manage your inventory of products or services. Record each product’s relevant information, such as price, inventory and description. By populating the Products module with your products and services, you can use them from within the quotes module to indicate the cost of a deal.

Create Product

Please note, only Admins can create new products.

• To Create a product, simply select Create from the left hand column menu.
• Enter product information, including name, type, cost per unit, inventory, status and a product description

View Product

• Once admins have created new products users are able to View the new products in detail but cannot Delete or Update i.e. edit them without the authorization of the admins.
• Product List displays a list of all current products. Click a specific product to view its detail page.
• Upload associated images to the product page from the new image gallery, highlighted in green. You can also attach other files (as well as the images) from the file widget highlighted in blue.
• Users can use the publisher to log a call associated with the product, schedule a new action, or add a comment for viewers of the product detail page to see. This can be done from the action widget highlighted in red.
• The new Action History chart displays a timeline of associated events. When you create a new product, this chart will be empty, to start with.