CRM
CRM
Embedded Files
Seedtrakr's CRM features are located in the customer details screen on customer accounts. To access the CUSTOMER DETAILS screen: Go to the SALES menu → CUSTOMERS → CUSTOMER DETAILS screen
NOTE: The CRM features are available with a subscription to the Enterprise tier of Seedtrakr only.The CRM features allow you to track customer statuses, additional customer contacts and customer engagements/interactions on the Customer Details Screen.
Customer Contacts
Customer Contacts
The CUSTOMER CONTACTS feature allows you to save additional contacts for customers in your account. Keep track of their contact information, company position and other relevant details about them.
In the Customer Details screen, click Customers.
In the Customer Details screen, click Customers.
Click the + button to add a customer contact.
Record Contact information:
Name
Phone Number
Position
Ownership %
Email
Customer Type
Addition Info
To finish, click Save.
Once saved, a list of contacts will appear.
To edit the contact. click Edit to the right of the contact.
To delete the contact, click the X to the right of the contact.
If you choose to delete a contact, a box will appear to confirm you want to remove the contact.
Click Yes, to remove.
Click No, to leave it.
Customer Engagements
Customer Engagements
The CUSTOMER ENGAGEMENTS feature allows you to keep track of interactions with your customers. Save engagement details such as the date, contact type, notes, follow ups, and more.
In the Customer Details screen, click Engagements.
In the Customer Details screen, click Engagements.
Click the + button to add a customer engagement.
The Add new engagement screen will appear where you can enter the details about the new customer engagement.
Fields appearing in Pink are Mandatory, and must be entered.
Subject: Enter the subject of the engagement.
Date: Enter date that the engagement took place.
Company Contact: Select the company contact that the engagement took place with.
NOTE: By default this will be unassigned.
Hours & Minutes: Enter the duration of the engagement in hours & minutes.
Contacted By: Select the name of the person (from your company) that the engagement occurred with.
NOTE: By default this will be set to the user who is entering the engagement.
Contact Type: Select a contact type for the engagement from the drop down list.
Follow Up: Check this box if a follow up is to occur for this engagement.
Follow Up Assignee: Select the name of the person (from your company) who will be following up on the engagement.
NOTE: This field will only appear if Follow Up is selected above.NOTE: By default this will be set to the contacted by user.
Follow Up Date: If a follow up needs to occur for this engagement, enter the follow up date that it needs to happen.
NOTE: This field will only appear if Follow Up is selected above.
Engagement Follow up Completed: Check this box once the engagement follow up had been completed. Engagements that are marked as completed are highlighted in grey in the engagement list.
NOTE: This field will only appear if Follow Up is selected above.
Notes: Enter any notes about the engagement.
To complete the engagement, click Save.
Once saved, a list of contact engagements will appear.
To edit the contact engagement. Click Edit to the right of the engagement.
To delete the engagement, click the X to the right of the engagement.
To copy the engagement notes to your clipboard, click the Copy button to the right of the engagement.
To view engagement changes, click the View Changes button to the right of the engagement.
To attach images and files to the engagement, click the Attach button to the right of the engagement.
To mark the contact engagement as completed. Click Edit to the right of the engagement.
In the edit screen, click on the Engagement Follow Up Completed check box.
In the engagements tab, the engagement will now appear dark grey to signify a completed engagement.
If you choose to delete an engagement, a box will appear to confirm you want to remove the engagement.
Click Yes, to remove.
Click No, to leave it.
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