Getting Started Hints and Tips

on 07 Oct 09

Type: Knowledge Base     Category: Administration

After you have logged in, here's some tips to get you started:

1. Set up your users

Click on the pink CRM Admin button (top right corner of your screen).
Choose "User Management" from the "Leopard CRM Account Management" section

2. Enter your contacts (people) or companies

This can be done individually by clicking on the "New Contact" or "New Company" blue buttons on the top right corner
Otherwise, you can import existing contacts from a .csv file (a spreadsheet program will give you the option of saving with this file type of extension). Click on the pink CRM Admin button (top right corner of your screen), and choose "import Data" under the "Data" section
When you fill in the Company Name field in the New Contact screen, a company of that name will automatically be created, and your contact will be attached to it.

3. Customize any category lists/drop down boxes

Drop down boxes/fields come with some default options to choose from. However, all of these options can be modified, added to or deleted to better suit your business.
Click on the pink CRM Admin button (top right corner of your screen), select "Category and List Lookups" under the "Data" section

4. Searching for contacts/companies

Use the search box in the top brown band of the screen (near the Leopard logo)
To do a wildcard search that will list all your contacts/companies at once, type the percentage symbol % in the search box

Leopard CRM is contact-centric. This means that most features revolve around a contact with whom the interaction took place. So when you need to enter a sale, case, or note, you do so through the contact screen.