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Getting Started

CRM Account Template

The CRM template is a comprehensive template that builds on the CRM Product Manager Template by bringing in one additonal module, the "Locations" module.

In addition to storing the contact information in the "Contacts" module and the company information in the "Companies" module, you can now store their unique billing and shipping information in the "Locations" module. This will allow you to have multiple locations for each individual company. In the various modules you can separate your records in the way that it most relevant to your needs by creating different "Views".

In this template you also have the "Products" module. This will allow you to add your various product records to the module. You will then be able to add these "Products" to an order in the "Opportunities" module. You can then create a template that will allow you to create an invoice with the click of a button.

   In the "Tickets" module you will also have the ability to create and track support tickets that may be relevant to your business. You can attach these records to a specific company record given the relationship that is set up between these modules.

You will also have two libraries that you will see at the top of your account. These libraries show specific modules that are relevant to your needs. The two are shown in the screen shots below. The first one is called "Sales" and the second one is called "Support". You can easily switch back and forth between these.

You will also have access to the system modules, "Calendar", "Email", "Reports", "Campaigns, "Activities", and "Funnels", that are included with every account.     

CRM Account Specific Modules

COMPANIES		The Companies landing page summarizes your company records. You can add new company records and edit current ones.
CONTACTS		The Contacts landing page summarizes your contact records. You can add new contact records and edit current ones.
LOCATIONS		The Location landing page summarizes your location records. You can add new location records and edit current ones.
OPPORTUNITIES		The opportunities landing page summarizes your opportunity records. You can add new opportunity records and edit current ones.
FUNNEL		The Funnel is a stacked view module and includes three views from the opportunity module. The Close Date and Stage field in the opportunity module. This module shows opportunities that you have closed, forecast to close, and working to close.
CALENDAR		The Calendar allows you to create appointments and tasks. You also have the ability to link these events with your records. For example, creating an appointment for a follow up call with one of your prospects. It also allows you to view your appoints for the day, week, and month.
EMAIL		Each esalestrack user is given their own unique email account. You also have the ability to send mail from your existing email address.
CAMPAIGNS		The Campaigns landing page allows you to set up campaigns that will automatically send emails based on a timeline.
REPORTS		The Reports landing page allows you to create reports for anything that you have in your modules that contains information. For example, you could create commission reports for a sales rep each month.
TICKETS		The tickets landing page summarizes your support tickets. You can add new ticket records and edit current ones.
PRODUCTS		The products landing page is where you can add your products, you can then add them to opportunities and create invoices.
ACTIVITIES		The Activities module is a view only module that contains views that have information about the activity going on in your account.

**Think some one-on-one training may help you better with this? Or would you just like eSalesTrack to do this for you? Contact eSalesTrack Training at training@esalestrack.com for pricing.**

See also