Web Based CRM

CRM Contact

All the CRM opportunities information are managed under the Opportunities section of Jim Maurer's CRM.

Add New CRM Opportunity

To add an opportunity users should,

  1. Click on the "Opportunities" link on the main navigation bar.
  2. The pages with the crm opportunities listing is displayed.
  3. Click on "Add Opportunity" link placed above the list to add opportunity.
  4. Fill up add opportunity form that is displayed and submit it.
  5. The notification is displayed.
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Edit / Delete CRM Oppurtunity

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

  1. Click on the "Opportunities" link on the main navigation bar.
  2. The pages with the crm opportunities listing is displayed which is sorted alphabetically in order of opportunity name.
  3. The list can be filtered with the help of search. The search can be done according to name, opportunity type or lead source.
  4. Users should select the particular opportunity 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 opportunity is deleted after the confirmation from the user.
  7. For 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.
    (Go to top)

View CRM Opportunity Details

Administrators can view any crm opportunity where as general users can view opportunities assigned to them only. To view an opportunity users should,

  1. Click on the "Opportunities" link on the main navigation bar.
  2. The pages with the crm opportunities listing is displayed which is sorted alphabetically in order of opportunity name.
  3. The list can be filtered with the help of search. The search can be done according to name, opportunity type or lead source.
  4. Users should select the particular crm opportunity by clicking on the link on opportunity's name.
  5. The opportunity detail is displayed.