Groups in CRM

Introduction

With TimeLog CRM, you can create Groups to categorise your customers, contacts and sales opportunities. You make the setup in the System administration -> Customers -> Groups.

Description

You have the option to create your own groups/topics which you would like information about for your customers, contacts and sales opportunities. This means that you get an extra drop down menu in CRM, where your employees can select between the options you set up here. These can be searched for in various ways, and the segmentation can be narrowed down, if you want to.

In the system administration, you see a list of the Groups already created, and you can click to edit them.

Create new group

• Click New group
• Enter Name
• Select Type.
• If you select Input field, you can write a text in the field in CRM
• If you select Drop down menu, you can create values once you click Save
• Enter the value name in the field New value.
• You can mark which value should be added as default.
• Click Save
• Select Location. Here you select if the group covers customers, contacts or sales opportunities

Here are some of the groups we have seen at other customers:

• How did we come into contact with the customer (recommendation, SEO, AdWords, Canvas, etc.)?
• Which competitor were we up against during the sales process?
• Is the customer interested in being a reference customer?
• Which category does the customer belong to? (A, B, C)