1. Table of Contents
  2. Description
  3. Features
    1. Search
    2. Filter
    3. Sort
    4. Bulk Edit
    5. Create New Client
    6. Access Details Page
  4. Sub-Pages List

The Clients screen is the main page to access and view information on customers and leads. The main display allows users to see the name of the customer/lead, basic contact information, which sales rep has been assigned, the last time this client was contacted, and recent purchasing data. Users can scroll up and down to see more information and click through multiple pages of entries so they can find what they are looking for.

Sales reps can manage—that is, manage, edit, and delete—their own leads or customers as well as unassigned leads. The page also allows users to filter, sort, and search through client entries.

When users need to drill down into a specific record, they can access the customer detail page associated with each individual client directly from the main Clients screen by clicking on the client name.


Clients List

To get to the main Clients screen, click "Clients" on the navigation menu on the left side of your screen.

Once on the Clients page, the screen shows the first 50 client entries by default. A dropdown menu at the bottom of the screen allows the number to be set to 25, 50, or 100 entries per screen.

Each client entry lists:

  • Client name and address
  • Lead or Customer (client type)
    • Leads are entries that have not made purchases yet.
    • Customers are entries that have already made purchases.
  • Sales Rep (primary rep's name listed here)
  • Phone/Fax numbers
  • Last Call Date/Last Invoice Date/Last Assigned Date
  • Brief list of last three months of purchases by item volume
    • Column title is a list of abbreviations for the last three months (e.g., Jan Dec Nov)
  • Last Note (notes rep has entered)

Scroll down and click the arrow to the next page to review more clients.

The search box in the upper left-hand corner of the page can be used to search for:

  • Customer name
  • Customer ID number
  • Customer address

The searched-for data will automatically display below, in place of the full client list.

Filter options are listed at the top of the Clients screen in a series of dropdown lists.

Filter options include:

  • State
    • Multiple entries can be selected
  • Sales Rep
    • Multiple entries can be selected
  • Lead/Customer
    • Choose All, Leads, or Customers
  • Business Type
    • Multiple entries can be selected
  • Sales Status
    • Choose All, Active, or Inactive
  • Do Not Call
    • Choose All, Callable, or Do Not Call

The filtered data will automatically display below, in place of the full client list.

Sorting does not alter the information returned by your filter or search. Sorting changes the display order of clients that you've searched for or filtered for.

The sort options are available in the last dropdown list at the top of the Clients screen.

The sorting options are:

  • Relevance
  • Client Name: A-Z
  • Client Name: Z-A
  • Last Call Date (New-Old)
  • Last Call Date (Old-New)
  • Last Invoice Date (New-Old)
  • Last Invoice Date (Old-New)
  • Sales Current Month (revenue or units)
  • Sales Last Month (revenue or units)
  • Sales from the Month Before Last (revenue or units)

The sorted client entries will automatically display in the order that you have selected.

First, choose what client entries to update by clicking the checkbox to the left of their name. Or, you can select all client entries at once by clicking the checkbox at the top (to the left of the column headers).

Next, click the "Bulk Edit" button in the upper right-hand corner of the Clients display.


Clients Bulk Edit

The max count for “Bulk Edit” is 500; otherwise the user will receive an “Unable to get selected clients” error.

Next, select an action. Options include:

  • Unassign leads
  • Assign clients to sales rep (select via dropdown menu)
  • Distribute leads to sales rep
  • Unassign alternate rep
  • Assign alternate rep (select via dropdown menu)
  • Assign clients to group
    • New dropdown appears so user can select group name
  • Remove clients from group
    • New dropdown appears so user can select group name

Note: If the customer record originated within the CRM system, then a sales rep can be assigned or unassigned from the client. But if the customer record originated elsewhere--for example, from an integrated ERP system--then the sales rep will need to be reassigned there. Leads can be assigned or unassigned at any time.

Note on Assigned/Distributed Clients: For assigned leads, users can only select one sales rep, and assigning a new lead will not obey the max limit for leads set for that sales rep. For distributed leads, users can select multiple reps, and the leads can only be distributed there if the rep’s max limit has not already been reached.

Click the "Create New Client" button near the upper right-hand corner of the Clients display area.

From here, an input prompt will appear, where information on the new client can be entered.

Information fields include (fields marked with an * are required):

  • Client name*
  • Lead or customer designation*
  • Sales Status*
    • Choose Active or Inactive
  • Business Type*
  • Specialties
  • Sales Rep
  • Alternate Rep
  • Address Information*
  • Business Phone*
  • Business Fax
  • Business Email

Click "Submit" at the bottom of the form to add your entry.

Click on any client's name to access that individual client's account details page.

  1. Customer Detail Page
  2. Notes
  3. Activities
  4. Addresses
  5. Contacts
  6. Files
  7. Calls
  8. Assignment History
  9. Groups
  11. Users
  12. Order History
  13. Invoice History
  14. Saved Prices
  15. Item Summary
  16. Item History