Getting started with WorksIQ CRM
This video tutorial is designed for users who are completely new to WorksIQ CRM. It will explain how the product is laid out, how to find your way around and how to perform some basic actions such as adding, editing and deleting a contact.
Hi everybody, here’s a quick overview of WorksIQ CRM. This tutorial is designed for people who are new to the product and to help them find their way around.
When you log into the system, this is what you see.
Across the top we have the main menu bar. If you get stuck you can always click on one of these options to find what you need.
In the middle we have dashboards which provide reports and charts based on your data.
If you don’t see some of these menu options or dashboards then it is either because you are not licensed for that module or because the administrator of your system has not given you access to that particular feature.
On the left hand side, we have a quick search facility where you can search for items in the system (i.e. companies, contacts, leads and incidents).
And below that we have the watch area. The watch area displays alerts and reminders. You can click on a green button to expand the watch item to see more details. Or you can click on the link to go to that item.
So let’s go back to the dashboards, by clicking on the Dashboard menu option. To view a dashboard just click on the dashboard tab e.g. Sales Pipeline.
Some dashboards have filters which you can set and then click the Refresh button to see the updated results. You can drill down by clicking on the links.
To see any charts or graphs relating to those leads I just click on the chart icon. I can save that chart to My Dashboard by clicking on Save to Dashboard. I can remove the chart from my dashboard by clicking on the red X below the chart.
Now up on the main menu, you’ll see we have companies and contacts. We can click on Companies to see a list of all the Companies we have in the database. Similarly I can click on Contacts to see all the contacts, Leads for all the sales enquiries and Incidents for all the support tickets.
You can sort columns by clicking on the column heading and you can display more columns by clicking on the Show / hide columns button.
If you are using a smaller screen like a laptop or tablet then you can hide the watch area by clicking on the Hide button. This allows the system to use the full screen width. To restore the screen you just click on Watch in the main menu bar.
From any list you can click on Details to see the list item details. You can use the back button in your browser to go back to the previous screen.
If you want to see a contact record then just click on the person’s name. Likewise if you want to see a company record the click on the company name.
On a company record we have address details and at the bottom of the company record, under the History tab I can see all the notes that have been stored against this company.
Under the Contacts tab I can see a list of all the contacts I know at this company. There is also a tab for Sales Leads which shows all the leads for this company and similarly there is a tab for Support Tickets (incidents) for this Company.
You can drill into any item simply by clicking on the link.
So if you click on a contact name you see the contact details. A contact record is similar to a company record but it only displays information specific to that person such as the sales leads for that person or the support tickets for that person.
To create a new item you just click on a create button. So to create a new contact, just click on Contacts in the main menu then click on the Create New button. Enter some details and click the Save button. When creating a contact you can either select an existing company or enter a new company (or leave it blank). If you enter a new company it will create a new company record.
I can edit my new contact by clicking Edit. I can also delete the contact by clicking the Delete button. Deleted items will not be counted in your dashboard reports and will not feature in your lists.
I hope that helps you get started. If you have any questions then please email firstname.lastname@example.org.
Date: 31st January 2014
Author: Duncan Gillingwater