Navigating CRM Contacts, Companies, and Deals

This document outlines the steps to effectively navigate and customize views for contacts, companies, and deals within your CRM. You'll learn how to edit columns, apply filters, and save customized views to streamline your workflow.

Step 1

Begin by accessing the contacts section. We'll first explore the contacts, then move to companies and deals in sequential order.

Step 2

Upon accessing, you'll notice it defaults to all contacts. This displays the comprehensive list of contacts stored within the CRM.

Step 3

Use the 'Edit Columns' button to add or rearrange any content from the contact records. Click this button to customize the column view.

Step 4

After adjusting the columns as desired, apply the changes to update the view layout.

Step 5

You can remove or prioritize columns as needed. Consider how these changes might impact visibility, but proceed with confidence.

Step 6

Adjustments will determine which contacts and columns are visible within this view.

Step 7

The process for viewing and filtering is consistent across contacts, companies, and deals. We are demonstrating with contacts now.

Step 8

You have the option to filter contacts by owner, such as yourself. The filter will reflect the current user operating the system.

Step 9

Selecting your name as a filter will refine the list to display only your contacts.

Step 10

For more detailed filtering, use the advanced filters option, accessible from the filter menu.

Step 11

Highlight this option and, for instance, filter contacts by specific regions.

Step 12

Focus on specific regions or attributes. Once the view is customized to preference, you can save it for future use.

Step 13

After customizing columns and filters, use the 'Clone View' button to save your view settings. A prompt will appear for saving the new view configuration.

Step 14

Assign a name to the new view, such as 'New View Firm', ensuring the configuration is saved. Explore different sections like contacts.

Step 15

Switch between different sections like contacts and companies by using the dropdown menu.

Step 16

The procedures we've discussed are similarly applicable to the company's view, with advanced filters located in the same position.

Step 17

Identify company owners similarly. Set the view to 'Me' for personalized company listings.

Step 18

Capture the company's view and highlight areas previously covered to reinforce understanding.

Step 19

These features are consistent with the deals section. But there's one key difference in the deal section to keep in mind.

Step 20

Check out the pipeline dropdown menu for deals. It defaults to your last selection and should be emphasized for clarity.

Step 21

Awareness of your selected pipeline is crucial. If you can't locate your renewal deals, it might be due to being in a different pipeline, such as the sales pipeline.

Step 22

Ensure you're viewing either all pipelines or the correct specific pipeline for accurate visibility.

Step 23

If your expected view is not apparent, check your pipeline selection as it might require adjustment.

Step 24

Ensure that your pipeline selection is accurate to display the correct data.