Welcome to this user-friendly guide on how to configure the CRM Settings in Empress. This feature is one of the most powerful tools in the system, allowing you to customize the CRM module according to your business needs.
Introduction to CRM Settings
In the world of business, having control over how you manage your customer relationships is critical. The CRM Settings feature in Empress allows you to do just that. With this feature, you can set your preferences for different functionalities, including Campaigns, Leads, Opportunities, and Quotations.
Primary Functions and Benefits
The CRM Settings feature is designed to make your job easier by providing you with customization options for various CRM aspects. Here’s what you can do:
- Campaigns: Define your marketing strategies and track their performance.
- Leads: Manage potential customers and their information.
- Opportunities: Track potential sales and their statuses.
- Quotations: Create, send, and track quotes sent to customers.
How to Use CRM Settings
Navigating and using the CRM Settings is simple. Just follow these steps:
- From your Empress dashboard, select the CRM module.
- Within the CRM module, click on CRM Settings.
- You’ll be taken to a new page where you can view and edit settings for Campaigns, Leads, Opportunities, and Quotations.
- To edit a setting, simply click on it, make your changes, and hit save.
User Roles and Permissions
Remember, changes made in the CRM Settings will affect all users within your organization who use the CRM module. Therefore, only users with admin permissions are typically allowed to make changes to these settings. If you need to change your permissions, contact your system administrator.
Conclusion
The CRM Settings feature is an essential tool in Empress that offers the flexibility to customize your CRM module to better fit your business needs. By understanding how to use this feature, you can ensure that your customer relationship management is not only efficient but also tailored to your specific business operations.
For more information on using Empress, check out our other user-friendly guides and guides. If you need further assistance, don’t hesitate to reach out to our support team.