Managing your projects in CRM

Summary:

The CRM system offers a Projects Drop-Down menu for quick access to project files, calendars, contacts, and more, along with various filters to sort projects by different criteria such as stage and priority. Additionally, users can utilize the search bar for quick project lookup, sort projects by column headers, and manage public files that customers can view, tagging them to specific sections of the platform like the cover page of the owner's manual.

Table of contents:

Projects Drop-Down

Adding Filters

Search Bar

Public Files

Projects Drop-Down:
In the top left-hand corner of the CRM, there is a quick-access drop-down menu.

Click on and select the data you would like to view, you can see project files, calendar, all contacts, and more from here.

Adding Filters:

In the CRM you are able to sort through your various projects by numerous different filters. In order to add a filter, click on the  button at the upper right section of the screen.

There are many ways for you to filter projects. If, for example, you'd like to see all projects that are currently in the Selling Stage, you can filter by Stage and then select Selling from the drop-down list.

Search Bar:

If you wish to quickly find a project you can use the search bar to enter keywords, like the project address or assigned contact.  

Column Headers:

You can also sort your projects by clicking the column headers: Star, Address, Stage, and Priority.

Click multiple times to either sort by ascending or descending order.

Public Files:

Public files allow the user to load files that customers will see. Using tags you can pull the loaded file into different sections of the platform. To use them:

• Select the 3 lines next to the search bar
• Select Public file:

• Select "Add new file"
• You can drag and drop your file into the file content section or click on the section to select it from the computer.
• Use the file tags section to select where this file should be loaded. You can choose from either cover page or symbols. By selecting the cover page option, this loaded file will become the cover page of the owner's manual.