Author: tam_user

The admin panel serves as the central hub for overseeing and managing different elements of the QCRM menu. Within the Admin Panel page, you have the capability to efficiently manage team members and configure what information will be displayed in QCRM, including Custom Fields and Tags. To access the Admin Panel, you need to login…

The Campaigns menu contains a list of all campaigns carried out by the company both online and offline with the aim of getting leads. In this menu, you can see in detail about when the campaign was carried out, the target, and also the status of the campaign. Adding Campaign There are two ways to…

The Tasks menu contains a list of tasks that need to be done to ensure that the opportunities you have continue to run. You can easily assign tasks to the sales team via the Tasks menu. Adding Task Each new task that is created is associated with a contact or account that is owned, for…

Products enable your team to add objects of products to Opportunities. Adding Product Editing Product By Editing a product, you can change several attributes of that specific product Adding Product in Opportunity Detail The real use of Product list above is to be used in Opportunities. Here’s how. 3.Give details like the number of unit…

The Opportunities menu presents data on all transactions or deals that may be achieved in detail so that you do not lose any chance in an opportunity. Adding Opportunity You can add new opportunities in several ways: Via Create Opportunity Button You can follow these steps to add a new opportunity by using the create…

The Accounts menu contains a list of companies that have or are likely to become your customers. In addition to the list of companies, you can also see information about the number of contacts, the number of opportunities, and who manages the account. Adding Account You can add a new account in several ways Via…

Contacts are individuals with whom the business has established relationships and can be obtained from various sources, including existing customers, past customers, converted leads, partners, and others. The Contacts menu in QCRM provides a comprehensive list of company representatives. You can record detailed contact information for the associated company in this menu. Adding Contact There…

In QCRM, leads represent individuals who show promising potential to become customers but may not yet meet the requirements or are in the early stages of the customer journey. With QCRM, you can conveniently store and manage all your company’s leads in a centralized menu. The Leads menu provides a comprehensive list of the leads…

On this page, you can see analytics in the form of the number of contacts, leads, opportunities, accounts, campaigns, and tasks. In addition, you can also see the analytics of each agent. Here are the steps you can follow to view analytics for QCRM:

The My Notification section displays a list of recent activities performed. It helps you to recall their previous actions and ensures the integrity of the information. To access My Notifications page, please follow these steps: