Webinar - CRM Features Walkthrough

Webinar Notes: 

Order Time - CRM Features Walkthrough

• Download the slides from today's presentation HERE
• Types of Activities 
  • Can be created on a Customer / Order / Etc in the Open Activities Tab
  • Can also be created on the Home Screen, Create New Drop-down, or Activities List
  • Task
  • Event
  • Email
  • Log
  • Custom Types can be created in Settings > Profile Lists > Activity Type
  • Activity Types: https://help.ordertime.com/help/activity-type
• Activity Statuses 
  • Open
  • Closed
  • Pending
  • Not Required
  • These can be edited in Settings > Profile Lists > Activity Status
  • Activity Status Editing: https://help.ordertime.com/help/general-profile-list-settings
• Settings > Company Preferences > Activities 
  • You can set the default Alarm Time Span
• Events 
  • Can be created on an Order or on the Home Screen
  • They have a Start and End Date
  • They close automatically when the time transpires, don't need to be closed like an open activity
  • Adding New Events and Tasks: https://help.ordertime.com/help/draft---activities-event-and-task
• You can see the full schedule from the Calendar on the Home Screen
• Logs 
  • Notes on a Customer are shared on QuickBooks
  • If you use the Activity History Tab on a Customer, you can click the Add Log button
  • This will lock in a specific Log on that Customer's history
  • Emails and Logs: https://help.ordertime.com/help/managing-events-and-tasks-from-a-details-page
• Emails 
  • Creating an Email and sending it to a Customer creates a log of that email in the Activity History
  • To find the Email Templates 
    • Settings > Email Templates
    • Make sure to check out the video once it is up, it shows you how to drag a token into an email template to pull information into your marketing emails.
    • More about Email Templates: https://help.ordertime.com/help/email-templates
• Custom Fields can be added that appear when creating Activities / Events / Logs
• Leads are Customers that haven't been added to a Sale yet 
  • Adding Leads: https://help.ordertime.com/help/generate-leads
  • Leads sync to QuickBooks when they become Customers
  • Lead Statuses can be edited under Settings > Profile Lists > Lead Status
  • You can view your Lead List from any page by clicking the Open Full List Drop-down and clicking the Leads list
  • Customer types can be edited under Settings > Profile Lists > Customer Types 
    • You can edit Customer Types with Price Levels!
  • Leads can be restricted so that only your Sales Reps have access to see the current Leads 
    • Check out your Roles under Settings > Roles
    • Setting up Roles: https://help.ordertime.com/help/user-roles
• Addresses 
  • Under any Customer you can click the Addresses Tab and Add a New Address under their record
  • Editing Customer Addresses: https://help.ordertime.com/help/edit-customer-address
  • You can select a different Tax Code / Tax Item for each address
  • Each Customer Address can be associated to a warehouse location that you would Ship from
• Contacts 
  • Each Customer can be associated with multiple Contacts
  • You can add Contacts to a Customer under the Contacts Tab
  • You can make them the Primary from this screen as well
  • You can also manage your Contacts from the Open Full List Drop-down by selecting the Contacts list
  • Vendors can now have Contacts as well!
• Quotes 
  • To learn more about Document Statuses: https://help.ordertime.com/help/document-status
  • Quotes can have multiple statuses to deem them as Closed Won / Closed Lost / Processing etc.
  • You can create a Quote from a Lead or within the Quotes List from the Open Full List Drop Down
  • You can filter the Quotes by Status on the Quotes List to just see the deals that you're currently working with or the ones that have been Won recently.
  • Emails from a Quote will automatically attach the Quote as a PDF
  • Once it reaches the correct status, the Convert button appears at the top-left. Then it can become a Sales Order with the Customer attached.
• Alerts 
  • Alerts are Automated Tasks created based on actions done in the system
  • You can create Alerts in Settings > Alerts
  • Setting up a System Alert: https://help.ordertime.com/help/alerts
  • You can set up User Groups in Settings > Profile Lists > User Groups 
    • User Groups can be set to receive an Alert when a certain status on a document has been changed.
• Credit Hold 
  • On a Customer you can put them on credit hold by going to Edit > Payments Tab > Check the Hold Orders checkbox and Save
  • This will keep the Sales Orders from being pushed past a certain status due to the Hold on them
• Under certain terms like Pay on Order your Sales Orders can be held until the Customer has made a full Payment
• We will be adding a Batch Action to the Activities so that you can change multiple Activities at once

• Past Webinars 

  • Head here to see all Past Webinars: https://help.ordertime.com/help/past-webinars
  • Today's webinar will be up in a few days!

• Review Us!
  

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    • Click on Reviews and then the button that says Write a Review
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For sales inquiries email: kimk@numbercruncher.com

Toll Free 866-278-6243 X 335

Direct Line 954-302-6335 

If you have any questions you'd like answered or topics for future webinars, send them to me at michael@ordertime.com

As always, direct support-related queries to: support@ordertime.com