Samhita CRM

How to Access the Samhita CRM 

To access the Samhita CRM, first navigate to https://app.samhita.org/login and log in as an admin or Samhita staff member. Then, click on the Samhita CRM option within the Samhita platform.

 The Samhita CRM dashboard is your central hub for managing customer relationships. Key features include:

• Navigation Bar: Access all sections of the CRM.

• Notifications: View alerts for new activities, messages, and updates.

• Quick Actions: Create leads, opportunities, tasks, and events directly from the dashboard.

Key Components:

• Search Bar: Quickly find leads, opportunities, and documents.

• All sections of the navigation bar are:

• Sales 

• Marketing

• Support

• Activities

• Collaboration

Available Features 

•  Email Management: Email Management is a functionality for Organizing and handling email communications, including composing, viewing, and managing emails.

•  Call Management: Call Management is a functionality in Samhita CRM is that Documenting and reviewing call interactions, including logging and importing call records.

• Notes Management : The practice of creating and managing notes related to leads and opportunities, ensuring important information is recorded and accessible.

•  Project Management: The oversight of projects associated with leads and opportunities, including the ability to create, view, and track project tasks.

•  Lead Management: The systematic approach to adding, tracking, and managing potential sales leads to nurture and convert them into customers and including bulk actions for multiple leads. 

•  Opportunity Management: Opportunity Management is process of the Creating, importing, and reviewing sales opportunities linked to leads and accounts.

• Task Management: Task Management is a functionality in the Samhita CRM in which  process of oversight of tasks, enabling users to create, assign, and track the progress of various activities.

•  Account Management: Account Management is the functionality in the Samhita CRM of the Creating, importing, and managing customer accounts with relevant details and bulk actions and organization of account information for effective customer relation.

• Contact Management: Adding, importing, and managing contacts linked to accounts, including bulk actions.

• Document Management: The process of creating, storing, and managing documents and files, facilitating easy retrieval and sharing of Document in Samhita CRM.

•  Calendar and Events: The scheduling and management of meetings and events, allowing users to organize their time effectively and keep track of important dates. 

1. Email Management 

Composing Emails

1. To send an email:

2. Navigate to the Email section.

3. Click on "Compose Email."

4. Fill in the required fields:

   1. 1. Recipient Email: Enter the email address of the person you are contacting.

      2. Subject: Write a brief subject line.

      3. Body: Type your message.

5. Click "Send" to dispatch the email.

Viewing Emails

6. To check received emails:

7. Go to the Inbox within the Email section.

8. Click on any email to read its content.

2. Call Management

Logging Calls

To document a call:

1. Navigate to the Calls section.

2. Click on "Log Call."

3. Fill in the call details:

   1. Caller Name: Who you spoke with.

   2. Call Duration: How long the call lasted.

   3. Notes: Any important points discussed.

4. Click "Save."

Viewing Calls

To review logged calls:

1. Access the Calls section.

2. Use filters to search by date or caller.

Importing Calls

To import call records:

1. In the Calls section, click on "Import Calls."

2. Upload your file following the prompts.

3.Notes Management

To manage notes related to leads, opportunities, or campaigns:

1. Navigate to the Notes section.

2. Click on "Create Note or Attachment."

3. Enter the details and save.

4. Click on "View Notes" to attached Notes and View Notes

5. "Import Notes" is the option in the Notes Managements where you can import notes

4. project management

1. To Manage the Projects that are are assigned to lead and opportunity

2. Navigate to the Project Section.

3. in the Note Section you can Create Project , import projects and view Project Task  

5. Lead Management

Creating Leads

To add a new lead:

1. Navigate to the Leads section.

2. Click on "Create Lead."

3. Fill out the required fields:

   1. Name: Enter the lead's name.

   2. Email: Provide an email address.

   3. Phone Number: Enter their contact number.

   4. Status: Choose the current status (e.g., New, Contacted).

   5. Fill out necessary Details to create Lead

4. Click "Save."

Importing Leads

To import leads:

1. In the Leads section, click on "Import Leads."

2. Choose the import method (e.g., CSV or vCard).

3. Follow the prompts to upload your file.

Viewing Leads

To see all leads:

1. Access the Leads section.

2. Filter by status or search by name.

Bulk Actions

To perform actions on multiple leads:

1. Use the "Select All" checkbox to choose multiple leads.

2. Choose an action from the Bulk Actions dropdown (e.g., delete, update status).

6. Opportunity Management

Creating Opportunities

To create a new opportunity:

1. Navigate to the Opportunities section.

2. Click on "New Opportunity."

3. Fill in the details:

   1. Opportunity Name: Name the opportunity.

   2. Account Name: Enter the Account Name.

   3. Expected Close Date: Set a date for closing the opportunity.

   4. Lead Source: Link it to an existing lead.

4. Click "Save."

Importing Opportunities

To import opportunities:

1. In the Opportunities section, click on "Import Opportunities."

2. Upload your file using the provided method (e.g., CSV).

3. Follow the prompts to complete the import.

Viewing Opportunities

To review all opportunities:

1. Access the Opportunities section.

2. Use filters to narrow down your search.

Bulk Actions

To perform actions on multiple opportunities:

1. Select multiple opportunities using the "Select All" option.

2. Choose an action from the Bulk Actions dropdown.

7. Task Management

Creating Tasks

To create a new task:

1. Navigate to the Tasks section.

2. Click on "New Task."

3. Fill in the task details:

   1. Task Name: Name the task.

   2. Description: Provide details about the task.

   3. Due Date: Set a deadline.

   4. Assigned To: Specify who is responsible for the task.

4. Click "Save."

Managing Tasks

To manage tasks:

1. View all tasks, mark them as complete, edit details, or delete tasks as necessary.

8. Account Management

Creating Accounts

To create a new account:

1. Go to the Accounts section.

2. Click on "New Account."

3. Fill in the required fields:

   1. Account Name: Name the account.

   2. Contact Information: Provide relevant contact details.

   3. Address: Enter the address of the account.

4. Click "Save."

Importing Accounts

To import accounts:

1. In the Accounts section, click on "Import Accounts."

2. Upload the file following the prompts.

Viewing Accounts

To see all accounts:

1. Access the Accounts section.

2. Use search and filtering options for easy access.

Bulk Actions

To perform actions on multiple accounts:

1. Select multiple accounts using the "Select All" option.

2. Choose an action from the Bulk Actions dropdown.

9. Contact Management

Creating Contacts

To add a new contact:

1. Navigate to the Contacts section.

2. Click on "New Contact."

3. Fill in the contact details:

   1. Name: Enter the contact's name.

   2. Email: Provide an email address.

   3. Phone Number: Enter their contact number.

   4. Related Account: Link it to an existing account.

4. Click "Save."

Importing Contacts

To import contacts:

1. In the Contacts section, click on "Import Contacts."

2. Choose the import method (e.g., CSV).

3. Follow the prompts to upload your file.

Viewing Contacts

To see all contacts:

1. Access the Contacts section.

2. Use filters to search by name or account.

Bulk Actions

To perform actions on multiple contacts:

1. Select multiple contacts using the "Select All" option.

2. Choose an action from the Bulk Actions dropdown.

10. Document Management

Creating Documents

To add a new document:

1. Navigate to the Documents section.

2. Click on "New Document."

3. Enter the document details:

   1. Title: Name your document.

   2. Description: Provide a brief description.

   3. Upload File: Attach any relevant files.

4. Click "Save."

Viewing Documents

To see all documents:

1. Access the Documents section.

2. Use search and filtering options for easy access.

Bulk Actions

To perform actions on multiple documents:

1. Select multiple documents using the "Select All" option.

2. Choose an action from the Bulk Actions dropdown (e.g., delete, share).

11. Calendar and Events

Scheduling Meetings

To schedule a meeting:

1. Navigate to the Calendar section.

2. Click on "Schedule Meeting."

3. Fill in the meeting details:

   1. Title: Name your meeting.

   2. Date and Time: Set when the meeting will occur.

   3. Participants: Add the attendees.

4. Click "Save."

Adding Events

To add an event:

1. In the calendar view, click on "Add Event."

2. Enter the event details and save.

Deleting Events

To remove an event:

1. Select the event you wish to delete.

2. Click "Delete" to remove it from the calendar. 

1. Password Management 

Password Management functionality is for Samhita Admin with the following capabilities:

1. Creating Passwords: Generate strong, secure passwords for users.

2. Changing Passwords: Modify existing passwords as needed.

3. Updating Passwords: Manage and refresh passwords across accounts.

4. Providing Support: Assist users in managing their passwords effectively.

2. Role Management

1. Role Management functionality is for Samhita Admin for create Role , Managing Role and Providing Support.

3. User Management 

User Management Functionality is for Samhita Admin and Samhita staff where in the functionality you can create user Profile 

1.  It enables the creation of user profiles.

2.  It provides support for user profiles and user management.

3.  It allows for monitoring the status of user management.