10 - Construction Accounting Software for Contractors

Construction Management Software

10.0

CRM

ComputerEase Version 10.0

Copyright 2013 ComputerEase Software, Inc. All rights reserved. 5/30/2014

ComputerEase Software, Inc. 6460 Harrison Ave., Suite 200 Cincinnati, OH 45247

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Contents

3

Table of Contents

Part I CRM

2

1 What is the C..R..M....m...o...d..u..l.e..?.............................................................................................................. 2

Features in CR..M........................................................................................................................................................ 2

2 How Do I Set..U..p....C..R...M....i.n...C...o..m...p..u..t..e..r.E..a..s..e..?..................................................................................... 3

Configuring CR...M....U...s..e..r.s........................................................................................................................................... 3 Configuring CR...M....P..a..r..a..m...e..t.e..r..s................................................................................................................................. 4

3 Maintenance.P...r.o..g...r.a..m...s................................................................................................................... 8

User Settings .M...a..i.n..t.e..n..a..n..c..e...................................................................................................................................... 8 Business Type...M...a..i.n..t.e..n..a..n..c..e.................................................................................................................................... 9 Product Main.t.e..n...a..n..c..e............................................................................................................................................. 10 Title Maintena..n...c..e................................................................................................................................................... 13 Position Main..t.e..n..a..n..c..e............................................................................................................................................. 14 Lead Source .M...a..i.n..t.e..n...a..n..c..e..................................................................................................................................... 15 Opportunity S..t.a..t..u..s...M...a..i.n..t.e..n..a..n...c..e.......................................................................................................................... 15 Task Type Ma..i.n..t.e..n..a..n..c..e.......................................................................................................................................... 16 Change Owne..r..s..h..i.p................................................................................................................................................. 17 User Group M..a..i.n..t..e..n..a..n..c..e....................................................................................................................................... 18 Import CRM C..o...m...p..a..n..i.e..s......................................................................................................................................... 19 Import CRM C..o...n..t.a..c..t.s............................................................................................................................................. 19 Merge Compa..n..i.e..s...o...r..C...o..n..t.a..c..t.s.............................................................................................................................. 20 Tag Maintena.n...c..e.................................................................................................................................................... 21

4 CRM Compa..n..i.e..s..,..C...o..n..t.a..c..t..s..,..&...O...p..p...o..r.t.u...n..i.t.i.e..s............................................................................. 22

How Do I Set.U...p...C...o..m...p..a..n...i.e..s...i.n...C..o...m...p..u..t.e..r..E..a..s..e..?................................................................................................. 22

How Do I Set.U...p...C...o..n..t.a..c..t..s...i.n...C..o...m...p..u..t.e..r..E..a..s..e..?..................................................................................................... 33

How Do I Set.U...p...O...p..p..o...r.t.u..n...i.t.i.e..s...i.n...C...o..m...p..u..t..e..r.E..a..s..e..?............................................................................................. 42

5 Tasks

................................................................................................................................... 51

How Do I Add...T..a..s..k..s..?............................................................................................................................................. 51 How Do I Edit...T..a..s..k..s..?............................................................................................................................................. 55

6 Search Cent..e..r............................................................................................................................... 56

How Do I Use..t..h..e...S..e..a..r..c..h...C..e..n...t.e..r.......................................................................................................................... 56

7 Sales Cente.r.................................................................................................................................. 58

How Do I Use..t..h..e...S..a..l.e..s...C...e..n..t.e..r..?........................................................................................................................... 58

8 Company Li.s..t.i.n...g........................................................................................................................... 60

How Do I Run...t.h..e...C...o..m...p..a..n...y..L...i.s..t.i.n..g...R...e..p..o..r..t.?....................................................................................................... 60

3

CRM

Part

I

CRM 2

1 CRM

The CRM (Customer Relationship Management) module is fully integrated with the rest of ComputerEase and includes all of the features that you need to manage your customers, create leads, and win jobs. The CRM module makes it easy to set up and track companies, contacts, and opportunities throughout the sales process. Once your prospects become customers they will already be entered in the system thanks to the module's full integration with the rest of ComputerEase.

1.1 What is the CRM module?

1.1.1 Features in CRM

The CRM module contains several features that you will use to manage your customers and keep track of where you are in the sales process. Some of these features are:

? Creating and Editing Companies. This allows you to enter and organize all of your customers and prospects.

? Creating and Editing Contacts. This allows you to enter and track all of your contacts within companies.

? Creating and Editing Opportunities. This allows you to enter and monitor your sales opportunities.

? Search Center provides a convenient way to search for companies, contacts, opportunities, and tasks.

? Sales Center makes it easy to see where you are with your sales opportunities. ? Adding and Editing Tasks. This allows you to create and assign tasks to users and then

notify them through email and Outlook calendars.

10.0 CRM

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