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Clients & Profits
X Online User Guide |
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The Preferences window for the client
relationship manager ("CRM") lets you customize the names and icons
for the six different types of client relationships.
By assigning names and icons to the
client relationships, you will be able to use language that
is most meaningful to your agency. Once you have the client
types set up, you can assign a type to each client for faster
searches when scrolling through clients. With clients organized
by type, you can make quick work of follow-ups to help build
better relationships.
The names of the types of leads you use can be customized in the CRM Preferences
window. Lead types are used by the Sales>Maker to target sales efforts
at different types of sales prospects. Prospective client accounts can
be classified by status, letting account executive use Clients & Profits
X for sales and lead management.
In the Client Accounts window, the status
pop-up menu is used to determine whether the client is active
or a sales lead. Active clients are ones who currently have
open jobs. Inactive clients are those who were formerly active
clients, but who no longer work with you. There are four different
kinds of leads: hot leads, regular prospects, curious leads,
and cold call leads. Account executives can use the different
lead types, which are optional, to organize prospective clients
based on their likelihood to become paying clients. The Sales>Maker
can target sales materials for the different types of leads.
The names of the lead types are user-defined in Preferences.
Since Clients & Profits X Classic doesn’t include
the Sales>Maker, it only handles active and inactive clients.
The standard, or default, status names are: inactive, active, hot lead,
prospect, curious, and cold call.
Anyone with access privileges to preferences can change the system’s
CRM settings.
In addition, a small optional graphic can be included for each client status.
The graphic appears in the client contacts lookup list.
Click the Use defaults link to replace any customized client/lead status
names to the standard names.
To change the names of your of clients and lead statuses
1 Choose Clients & Profits X > Preferences (Mac)
or Setup > Preferences (Windows), then select CRM from the
column on the left.
The Client Relationship Manager preferences window opens.
2 Make your changes.
3 When you are finished, close the preferences window
and your changes will be saved automatically.
The changes made here take effect throughout the shop immediately.
| Classic Note: Not all client
relationship names can be customized using Clients & Profits
Classic. Only the top two names (active and inactive clients)
will be editable. |
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e l o v e a d v e r t i s i n g |
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