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Getting Started

CRM Lite Account Template

The CRM Lite Template adds one additional module in comparison to the B2B template.

Just like the B2B Template, you can store your records in both the "Contacts" and "Companies" Module. You can store the contact information in the "Contacts" module and the company information in the "Companies" module. In the various modules you can separate your records in the way that it most relevant to your needs by creating different "Views".  

This template also brings in the "Tickets" module. This gives you 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 has been set up between these modules.

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

CRM Lite 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.
OPPORTUNITIES		The opportunities landing page summarizes your opportunity records. You can add new opportunity records and edit current ones.
TICKETS		The tickets landing page summarizes your support tickets. You can add new ticket records and edit current ones.
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.
ACTIVITIES		The Activities module is a view only module that contains views that have information about the activity going on in your account.
MY 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.
TEAM FUNNEL		The Team 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 opportunites that your team has closed, forecast to close, and working to close.

**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