Welcome to our step-by-step guide on how to effectively use the CRM Settings feature in Empress. This feature is vital for streamlining your customer relationship management operations, enabling you to customize your selling module, manage leads, opportunities, and quotations for an efficient, tailored business experience.
What is the CRM Settings Feature?
The CRM Settings feature allows you to manage and customize various aspects of your selling process. It gives you the ability to modify settings pertaining to leads, opportunities, and quotations. This feature is designed to help you manage your sales operations more effectively, enabling you to optimize your business process according to your specific needs.
How to Use the CRM Settings Feature
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Accessing the CRM Settings: Locate the CRM Settings by navigating to the Empress user interface and selecting the “CRM” module. From the drop-down list, click on “CRM Settings”.
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Understanding the Layout: The CRM Settings page consists of several sections such as “Lead”, “Opportunity”, and “Quotation”. Each section includes specific settings that you can modify.
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Modifying Settings: To modify a setting, simply click on the checkbox or select an option from the drop-down menu next to the setting you wish to change. For instance, in the “Lead” section, you can select the checkbox “Auto Creation of Contact” to enable automatic creation of contacts from leads.
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Saving Changes: After making your desired changes, click on the “Save” button located at the bottom of the page to apply your updated settings.
User Roles and Permissions
The CRM Settings feature is accessible to users with the “System Manager”, “Sales Manager”, and “Sales Master Manager” roles. These users have full permissions to create, delete, read, write, email, print, and share the CRM settings.
Wrapping Up
The CRM Settings feature is a powerful tool for managing and customizing your selling process in Empress. By understanding how to effectively use this feature, you can optimize your sales operations, enhance your business processes, and ultimately drive your business success. For additional support, feel free to visit our help center or contact our customer support team.