Modules

Accounts

The Accounts module is the center around which the CRM revolves when configured in the business-to-business (B2B) mode. Contacts, Opportunities and Cases all refer to an Account. In the Professional and Enterprise editions, Quotes, Orders, Invoices and Credit Cards are all related to an Account.

The only required field for an Account is the Account Name. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area and remove them from the layout. Simplifying the CRM is one sure way to increase productivity.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Account Name The name of the account.
Phone The main office phone number for the account.
Website The main web site for the account.
Fax The fax number for the account.
Ticker Symbol The ticker symbol is used to store stock market data.
Other Phone An alternate phone number for the account, possibly the 1-800 number.
Member Of An account can have a parent just as a company can have a parent company.
Email The main office email address for the account.
Employees The employees is metadata that helps you sort accounts.
Other Email Address An alternate email address for the accoutn, such as info@, support@ or sales@.
Ownership The ownership is metadata the helps you organize accounts.
Rating The rating is metadata that helps you sort accounts.
Industry The industry is metada that helps you organize accounts.
(i.e. Apparel, Banking, Biotechnology, Chemicals)
Sic Code The Standard Industrial Classification code is metadata that helps you organize accounts.
Type The type is metadata that helps you organize and group accounts.
(i.e. Analyst, Competitor, Customer, Integrator)
Annual Revenue The annual revenue is metadata that helps you sort accounts.
Team The team or teams that the record is a member of.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
Assigned To The user that is the owner of the record.
Billing Street The billing street address for the account. This is a multi-line field.
Shipping Street The shipping street address for the account. This is a multi-line field.
Billing City The billing city.
Shipping City The shipping city.
Billing State The billing state or province.
Shipping State The shipping state or province.
Billing Postal Code The billing zip code or postal code.
Shipping Postal Code The shipping zip code or postal code.
Billing Country The billing country.
Shipping Country The shipping country.
Description A description of the record.

Bugs

The Bugs module is useful if your company creates software and needs to track bugs.  A similar but alternate approach is to use the Cases module.

The only required field for a Bug is the Subject. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area ad remove them from the layout. Simplifying the CRM is one sure way to increase productivity.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Bug Number The bug number makes it easier to refer to a specific bug.
Assigned To The user that is the owner of the record.
Priority The priority is metadata that helps organize and group bugs.
(i.e. Urgent, High, Medium, Low)
Team The team or teams that the record is a member of.
Type The type is metadata that helps organize and group bugs.
(i.e. Defect, Feature)
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
Source The source is metadata that helps organize and group bugs.
(i.e. Internal, Forum, Web, Inbound Email)
Status The status is metadata that helps organize and group bugs.
(i.e. New, Assigned, Closed, Pending)
Category The product category is metadata that helps organize and group bugs.
(i.e. Accounts, Activities, Bug tracker, Calendar)
Resolution The resolution is metadata that helps organize and group bugs.
(i.e. Accepted, Duplicate, Fixed, Out of date)
Found In Release
Fixed In Release
Filename
Subject The subject of the bug.
Description A description of the record.
Work Log The work log is a field that can be used to store a description of the work performed on the bug.

Cases

The Cases module is used to track issues with products or services. The CRM can be used to track Case interactions with the customer by including a special identifier in the subject of any email created from the case.  When an inbound email account reads an email, an attempt will be made to look for a related case.

A Case refers to a customer with a problem, so there are two required fields, the Subject and the Account Name. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area ad remove them from the layout. Simplifying the CRM is one sure way to increase productivity.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Case Number The case number makes it easier to refer to a specific case.
Team The team or teams that the record is a member of.
Priority The priority is metadata that helps organize and group cases
(i.e. High, Medium, Low)
Assigned To The user that is the owner of the record.
Status The status is metadata that helps organize and group cases
(i.e. New, Assigned, Closed, Pending input)
Account Name The Account field refers to the account to which the case applies. It is not used when the CRM is in B2C mode.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
Subject The name of the case.
Description A description of the record.
Resolution A description of the resolutoin

Contacts

The Contacts module is important when the CRM is configured in the business-to-business (B2B) mode, but it becomes critical when the CRM is configured in business-to-consumer (B2C) mode.  In B2C mode, Opportunities and Cases refer to a Contact.  In the Professional and Enterprise editions, Quotes, Orders, Invoices and Credit Cards are all required to reference a Contact in B2C mode.

The only required field for a Contact is the Last Name.  If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area ad remove them from the layout.  Simplifying the CRM is one sure way to increase productivity.

The fields for a Contact are mostly self-explanatory, but one that is different is the Sync Contact field.  This field is user-specific in that it allows each user to determine if the contact is synchronized.  This one flag is used to determine if a contact is synchronized with Outlook, Exchange Server, Google Apps or iCloud.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field.  This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
First Name The saluation for the contact.
(i.e. Mr., Ms., Mrs., Dr.)
Office Phone The main office phone number.
Last Name The last name of the contact. The last name is typically a required field.
Mobile Phone The mobile number.
Account Name
Home Phone The home phone number.
Lead Source The lead source is metadata that helps you keep track of the source of the contact.
(i.e. Cold call, Existing customer, Self generated, Employee)
Other Phone An alternate phone number, such as 1-800.
Title The corporate title of the contact.
Fax The fax number.
Department The department within the organization.
Email Address The main email address. This is the email address used in email campaigns.
Birthdate The birthdate of the contact.
Other Email Address An alternate email address.
Reports To The Reports To field is typically used to refer to the manager of the contact.
Assistant The name of the assistant of the contact.
Sync Contact
Assistant Phone The phone number for the assistant.
Do Not Call The Do Not Call suggests that this contact should not be called.
Email Opt Out The Email Opt Out flag is honored when sending out email campaigns.
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Invalid Email The invalid email flag is typically set when an email to this contact bounces back as invalid.
SMS Opt In A contact must opt-in to receive Text messages.
Address Information
Primary Address The primary street address for the contact. This is a mulit-line field.
Alternate Address The secondary street address for the contact. This is a mulit-line field.
City The primary city.
City The secondary city.
State The primary state or province.
State The secondary state or province.
Postal Code The primary zip code or postal code.
Postal Code The secondary zip code or postal code.
Country The primary country.
Country The secondary country.
Description Information
Description A description of the record.

Documents

The Documents module is a useful way to manage documents that are related to Accounts, Contacts, Opportunities, etc.

The Documents module is also used to store Microsoft Word documents that are used as part of the Mail-Merge process.  Mail-Merge is a Professional and Enterprise edition feature.

There are a number of required fields for a Document including the Document Name, the file being uploaded, the Revision, the Status and the Publish Date.

Field Description
Name The name of the document.
Filename
Version
Template Type The template type.
(i.e. Mail Merge, EULA, NDA)
Is Template A flag indicating if this document can be used as a template.
Category Value The category is metadata that helps you organize and group documents.
(i.e. Marketing, Knowledge Base, Sales)
Subcategory Value The sub-category is metadata that helps you organize and group documents.
(i.e. Marketing collateral, Product brochures, Faq)
Status The status is metadata that helps you organize and group documents.
(i.e. Active, Draft, Faq, Expired)
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Active Date The active date.
Exp Date The expiration date.
Description A description of the record.
Primary Module The primary module is used when selecting documents for mail-merge.

Leads

At the bird's eye level, there are three stages of a customer. In the outer-most stage, you have a list of customers that you like to connect with. We call these outer-most customers as Targets. Once you connect with your Target, via some campaign or by the Target contacting you direct, we convert the Target to a Lead. A Lead is therefore a potential customer that you have had some interaction with. Once the Lead transitions to a paying customer, the Lead is converted to a Contact and/or an Account.

The fields of a Lead are very similar to that of a Contact. The only required field is the Last Name. If there are any fields that are not used by your business, we encourage you to go to the Admin Layout area ad remove them from the layout. Simplifying the CRM is one sure way to increase productivity.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Lead Source The lead source is metadata that helps you keep track of the source of the lead.
(i.e. Cold call, Existing customer, Self generated, Employee)
Status The status is metadata that helps you organize leads.
(i.e. New, Assigned, In process, Converted)
Lead Source Description The lead source description is used to add more information about the lead source.
Status Description The status description is used to add more information about the status.
Referred By The referred by field can be helpful when tracking referral bonuses.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
First Name The saluation for the lead.
(i.e. Mr., Ms., Mrs., Dr.)
Office Phone The main office phone number.
Last Name The last name of the lead. The last name is typically a required field.
Mobile Phone The mobile number.
Home Phone The home phone number.
Account Name The account or company name of the lead.
Other Phone An alternate phone number, such as 1-800.
Fax The fax number.
Title The corporate title of the lead.
Email Address The main email address. This is the email address used in email campaigns.
Department The department within the organization.
Other Email Address An alternate email address.
Do Not Call The Do Not Call suggests that this lead should not be called.
Email Opt Out The Email Opt Out flag is honored when sending out email campaigns.
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Invalid Email The invalid email flag is typically set when an email to this lead bounces back as invalid.
Website The website is typically used for the account or company of the lead.
SMS Opt In A lead must opt-in to receive Text messages.
Address Information
Primary Street The primary street address for the lead. This is a mulit-line field.
Alternate Street The secondary street address for the lead. This is a mulit-line field.
City The primary city.
City The secondary city.
State The primary state or province.
State The secondary state or province.
Postal Code The primary zip code or postal code.
Postal Code The secondary zip code or postal code.
Country The primary country.
Country The secondary country.
Description Information
Description A description of the record.

Opportunities

The Opportunities module is all about money.  How much, when will it close and who is the customer.  In B2B mode, an Opportunity is linked to an Account as the customer.  In B2C mode, an Opportunity is linked to a Contact as the customer.

The Opportunities module is the main input into the various Pipeline dashlets and dashboard charts.

On Professional and Enterprise editions, if Exchange Server Synchronization is enabled, you will see a Create Exchange Folder field. This field is user-specific and it instructs the CRM to create drop folders on Exchange Server.

Field Description
Opportunity Name The name of the opportunity.
Currency
Account Name
Amount The dollar amount of the opportunity.
Type The type is metadata that helps you organize and group opportunities.
(i.e. Existing business, New business)
Date Closed The date closed.
Lead Source The lead source is metadata that helps you organize and group opportunities.
(i.e. Cold call, Existing customer, Self generated, Employee)
Next Step The next step is metadata that helps you organize and group opportunities.
Team The team or teams that the record is a member of.
Probability(%) The probability is metadata that helps you organize and group opportunities.
Assigned To The user that is the owner of the record.
Sales Stage The sales stage is metadata that helps you organize and group opportunities.
(i.e. Prospecting, Qualification, Needs analysis, Value proposition)
Create Exchange Folder
Campaign Name
Description A description of the record.

Projects

The Projects module is used to manage a project via the use of Project Tasks. A Project generally has a start date, an end date, a status and a priority, but the only required field is the Name.

A Project can contain one or more Project Tasks, with each Project Task also being dependent other Project Tasks.

Field Description
Name The name of the project.
Create Exchange Folder Create a Microsoft Exchange Folder to allow email drops. It is a per-user setting. This is a Professional and Enterprise feature.
Start Date The start date.
End Date The end date.
Status The status is metadata that helps you organize and group projects.
(i.e. Draft, In Review, Published)
Priority The priority is metadata that helps you organize and group projects.
(i.e. High, Medium, Low)
Assigned To The user that is the owner of the record.
Team The team or teams that the record is a member of.
Description A description of the record.

Project Tasks

The Project Task is the heart of a project. It contains all the important details including progress and effort. A Project Task must have a parent Project and it can depend on another Project Task.

Field Description
Name The name of the project task.
Assigned To The user that is the owner of the record.
Status The status is metadata that helps you organize and group project tasks.
(i.e. Not started, In progress, Completed, Pending input)
Team The team or teams that the record is a member of.
Task Number The task number.
Depends On Dependent project task.
Priority The priority is metadata that helps you organize and group project tasks.
(i.e. High, Medium, Low)
Milestone Milestone achieved flag.
Order Number
Parent ID
Progress (%) The progress or percent complete.
Utilization (%) The utilization is metadata that helps you organize and group project tasks.
(i.e. none, 25, 50, 75)
Start Date
Estimated Effort (hrs) The estimated effort, in hours.
Due Date
Actual Effort (hrs) The actual effort, in hours.
Description A description of the record.

Forums

The Forums module is used to provided a threaded forum.

Field Description
Title The title of the forum.
Topic The topic of the forum. Topics are added in the Admin area.
Team The team or teams that the record is a member of.
Description A description of the record.

Threads

Field Description
Title The title of the thread.
Is Sticky The sticky flag is not used.
Description The body of the thread.

Contracts

The Contracts module is used to allow key properties of a contract to be searchable and sortable. The contract itself is best stored as an attachment.

Field Description
Name The name of the contract.
Status The status is metadata that helps you organize and group contracts.
(i.e. Not Started, In Progress, Signed)
Reference Code The reference code is metadata that helps you organize and group contracts.
Start Date The start date of the contract.
Account Name A reference to the Account to which the contract applies. The Account is only used when the CRM is in B2B mode.
End Date The end date of the contract.
Opportunity Name
Currency The currency originally used for the contract.
Team The team or teams that the record is a member of.
Contract Value The value of the contract.
Assigned To The user that is the owner of the record.
Company Signed Date The date your organization signed the agreement.
Expiration Notice The date that an expiration notice should be sent.
Customer Signed Date The date the customer signed the agreement.
Type The contract type is used to organize and group contracts.
Description A description of the record.