Web Based CRM

CRM Account

All the accounts information are managed under the Accounts section of Jim Maurer's CRM.

Adding a New CRM Account

To add an account users should,

  1. Click on the "Accounts" link on the main navigation bar.
  2. The pages with the accounts listing is displayed.
  3. Click on "Add Account " link placed above the list to add account.
  4. Fill up add account form that is displayed and submit it.
  5. The notification is displayed.
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CRM Account Editing - Deleting

Administrators can edit/delete any accounts where as general users can edit/delete accounts assigned to them only. To edit/delete an account users should,

  1. Click on the "Accounts" link on the main navigation bar.
  2. The pages with the accounts listing is displayed which is sorted alphabetically in order of account name.
  3. The list can be filtered with the help of search. The search can be done according to name, account type, industry, billing address, phone no or ownership.
  4. Users should select the particular account to edit/delete with the help of radio button displayed along with the record.
  5. Edit or Delete button should be pressed as required.
  6. The account is deleted after the confirmation from the user.
  7. In case of edit, an edit form is displayed where users can change any information required.
  8. The form should be submitted by clicking on Edit button.
  9. The notification is displayed.
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CRM Account Details

Administrators can view any accounts where as general users can view accounts assigned to them only. To view an account users should,

  1. Click on the "Accounts" link on the main navigation bar.
  2. The pages with the accounts listing is displayed which is sorted alphabetically in order of account name.
  3. The list can be filtered with the help of search. The search can be done according to name, account type, industry, billing address, phone no or ownership.
  4. Users should select the particular account by clicking on the link on Account name.
  5. The account detail is displayed.
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