Hello, world!
Here you can find guidance to traverse through your workspace. You can access a comprehensive video explanation for every sector of your crm
Enjoy .
Logs With Optional Data
Creating Logs
Accessing Logs
Leads With Optional Data
Creating Leads
Accessing Leads
Contacts With Optional Data
Creating Contacts
Accessing Contacts
Customers With Optional Data
Creating Customers
Accessing Customers
Companies / Accounts With Optional Data
Creating Companies / Accounts
Accessing Companies / Accounts
Opportunities With Optional Data
Creating Opportunities
Accessing Opportunities
Meetings With Optional Data
Creating Meetings
Accessing Meetings
Brands With Optional Data
Creating Brands
Categories With Optional Data
Creating Categories
Products With Optional Data
Creating Products
Hello, world!
This sector is for all your import needs. Download import templates for all your crm features. Delete optional columns you will not populate! Use one sheet for the data!!
All files are in excel format.
Logs With all extra fields
Below is a list of all fields available for logs. REQ means the fields are required.
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stateAvailable values include (Open, Closed)
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typeAvailable values include (Complaint, Request, Enquiry, Suggestion)
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companyIds of already added companies/accounts. You can download the list of IDs from your workspace.
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SubjectLog Subject to be specified.
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descriptionLog description to be specified. Recommended but optional
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contactTypecontact type to be specified. Available values include (Phone, Email, WhatsApp, Walk-in)
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contactValuecontact value to be specified. Must correlate with contactType value. Should not exist without contactType
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fromcustomer Id to be entered. You can download the list of your customer IDs from your workspace
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priorityPriority of Log to be specified. Available values include (High, Medium, Low)
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assignedToID of User to be assignedTo. Defaults to user importing the data if none is provided. You can download the list of users IDs from your workspace
Leads With all extra fields
Below is a list of all fields available for leads. REQ means the fields are required.
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nameLead name to be specified
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contactContact IDs to be added
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accountIds of already added companies/accounts. You can download the list of IDs from your workspace.
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statusLead status to be specified. Optional but Recommended. Available values include (New, Call Client, In Process, Waiting on Client, Converted, Recycled, Dead)
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statusDescriptionLead status description to be specified. Recommended but optional
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emailcontact email to be specified
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opportunityAmountopportunity amount to be specified
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leadSourcelead source to be specified. Available values include (Cold Call, Existing Customer, Self Generated, Employee, Partner, Public Relations, Direct Mail, Conference, Trade Show, Website, Word of mouth, Email, Campaign, Other
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leadSourceDescriptionlead source description to be specified
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assignedToID of User to be assignedTo. Defaults to user importing the data if none is provided. You can download the list of users IDs from your workspace
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referredByreference to be specified
Contacts With all extra fields
Below is a list of all fields available for Contacts. REQ means the fields are required.
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titleContact title to be specified. Avaliable values include (Mr., Mrs., Ms., Mad., Sir., Dr., Prof
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fNameContact first name to be specified.
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lNameContact last name to be specified.
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officePhoneoffice Phone to be specified.
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mobileContact mobile phone number to be specified.
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emailcontact email to be specified
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departmentcontact department to be specified
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faxfax to be specified
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websitewebsite to be specified
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addressAddress of contact to be specified in a summary format
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accountIds of already added companies/accounts. You can download the list of IDs from your workspace.
Customers With all extra fields
Below is a list of all fields available for Customers. REQ means the fields are required.
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nameCustomer name to be specified
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emailcustomer email to be specified.
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contactcustomer contact number to be specified.
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accountIds of already added companies/accounts. You can download the list of IDs from your workspace.
Companies / Accounts With all extra fields
Below is a list of all fields available for Companies. REQ means the fields are required.
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nameContact title to be specified. Avaliable values include (Mr., Mrs., Ms., Mad., Sir., Dr., Prof
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addressCompany address summary to be specified.
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websiteAccount/Company website to be specified.
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streetCompany street name to be specified. Can be ignored if you have an address summary
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cityCompany city loation to be specified. Can be ingnored if you have an address summary
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countryCompany country to be specified. Can be ingnored if you have an address summary.
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emailcompany email to be specified.
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contactNumbercompany contact number to be specified
Opportunities With all extra fields
Below is a list of all fields available for Opportunities. REQ means the fields are required.
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nameOpportunity name to be specified
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contactContact IDs to be added
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accountIds of already added companies/accounts. You can download the list of IDs from your workspace.
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salesStageOpportunity sales stage to be specified. Available values include (Prospecting, Qualification, Needs Analysis, Value Proposition, Identifying Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Close Won, Closed Lost)
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probabilityOpportunity probability to be specified in percentages.
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expectedCloseDateexpected closing date of opportunity to be specified
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amountopportunity amount to be specified
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opportunitySourceOpportunity source to be specified. Available values include (Cold Call, Existing Customer, Self Generated, Employee, Partner, Public Relations, Direct Mail, Conference, Trade Show, Website, Word of mouth, Email, Campaign, Other
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descriptionDescription of opportunity to be specified
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typeOpportunity Type to be specified. Available values include (Existing Business, New Business)
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productproduct Id to be specified. You can download list of product IDs in your workspace
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assignedToID of User to be assignedTo. Defaults to user importing the data if none is provided. You can download the list of users IDs from your workspace
Hello, world!
This is a hero for all extra features, a simple illustration to bring to your attention hidden features to make your work smooth and easy.
Usability in focus.