10 - ComputerEase Software

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

3

CRM

1.2 How Do I Set Up CRM in ComputerEase?

1.2.1 Configuring CRM Users

Open the ComputerEase Logon screen

In the Company field, select the company for which you will be creating users. Type "PW MAINT" in the User ID field and enter your "PW MAINT" password in the Password field. Click OK.

Select the user to whom you would like to grant CRM access and click Edit User.

ComputerEase Software, Inc.

CRM 4

Select the CRM items that you would like to allow the user to access and click OK. The user will now be able to access the CRM module the next time they log into ComputerEase.

1.2.2 Configuring CRM Parameters

The CRM Parameters need to be configured to determine how you would like to number your items and whether you want to sync your contacts in the CRM module with your contacts in the Job Costing/Project Management module. You can also enable Email notifications and sync contacts and tasks with Outlook. Select Configure / System Parameters / CRM Parameters.

10.0 CRM

5

CRM

Main Tab

Auto Number Company - Check this box if you want new companies entered to be automatically numbered by ComputerEase. If you choose this option, enter the first number you want to use in the Next Company Number field.

Auto Number Contact - Check this box if you want new contacts entered to be automatically numbered by ComputerEase. If you choose this option, enter the first number you want to use in the Next Contact Number field.

Auto Number Opportunity - Check this box if you want new opportunities entered to be automatically numbered by ComputerEase. If you choose this option, enter the first number you want to use in the Next Opportunity Number field.

Auto Sync with Job Contacts - Check this box to automatically sync changes to contacts in CRM with changes to contacts in the Job Costing/Project Management module.

Enable Auto Email Notification - Check this box if you want users to automatically receive an email notification when an opportunity has been assigned to them.

Sync Contacts with Outlook - Check this box if you want your contacts in CRM to be automatically synced with your address book in Outlook.

Sync Tasks with Outlook - Check this box if you want your assigned CRM tasks to be automatically synced with Outlook.

Sync Companies with Customers - Check this box to automatically sync CRM companies with customers in the rest of the ComputerEase system.

Sync Companies with Vendors - Check this box to automatically sync CRM companies with

ComputerEase Software, Inc.

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