Stone Profits Help Manual

CRM TO-DO LIST AND CALENDAR

Click the text bubble icon on the top bar of your system to access your list and calendar of CRM events.

All Events: Usually only accessible to management; this shows events assigned to all users. You can filter this list by assignee and/or event type.

My Events: Only events assigned to the user currently logged in will show on this list.

New Event: Generic events not tied to transactions can be created here with links to a party (customer/supplier) and product.

Event Calendar: The event calendar will show all events from the "All Events" tab on a monthly calendar.

My Calendar: Organizes the events from "My Events" onto a monthly calendar.

TO-DO LIST VIEW

Your list of Incomplete CRM events will appear on the screen. You can switch your view to "Completed" to list events which have already been checked as complete or to "All" to list All events (both completed and incomplete).

Simply click the checkbox to the far-left of each event to complete an event.

CALENDAR VIEW

Events are listed on the monthly calendar by the Scheduled Date in the Event Calendar and My Calendar. This is a useful tool for checking your tasks to complete on each day.

When you click events on the calendar various options will pop up for the event. You can click "Mark Complete" to mark it as being done, update (modify) or delete the event, or view the Detail Pages for any party/item/transaction tied to the event.

CREATING A CRM EVENT

After clicking the CRM tab in a Detail Page, the list of previously created CRM events will display below with an area for creating a new event to the right. Fill out the form and click "Add Event" to save the event to the list of CRM events on the current page.

Type: This is a category assigned to the event you're making. This will allow filtering your list of events by the type. These might have names such as Follow-up, Message, Collection Call, etc.
Sch. Date: The date set here will dictate where the events is positioned on your calendar.
Time: The time field can be used to organize timing of events within one day.
Assigned To: This will be primary person whose list you are adding the CRM event to. Keep it set to your username if you are setting an event for yourself.
Followers: You can choose multiple others to send the same event simultaneously. Hold the Ctrl button to select more than one follower.
TItle: Add a heading to your message in this field.
Product: You can search your list of products to reference one on your CRM event. This will allow for easily clicking to see your inventory availability or other info about the product.
Price: Type a price here if one was discussed about the above mentioned product.
Description: Type the body of your message here.

This event will be added to the CRM tab in the transaction you are working with, customer/supplier page, product page. It will also add to your list of events and calendar of events.

Click the text bubble icon on the top bar of your system to see your list and calendar of CRM events.

CUSTOMER RELATIONSHIP MODULE

The "CRM" tab within various pages in Stone Profits is an integral part of the overall sales generation and customer relationship management component of the system. It can be used to schedule events/reminders for yourself and others with links to the party (customer/vendor/supplier) and transaction. The CRM tab is commonly used as a tool for scheduling follow-up calls or adding tasks to other employees.

WHERE IS THE CRM TAB?

Party & Item Detail Pages - Products, Services, Customers, Suppliers, Vendors, Associates
Transaction Detail Pages- Visits, Sample Orders, Quotes, Holds, Sales Orders, Invoices, Purchases, Supplier Invoice/Packing Lists (SIPL), Transfers

Creating a CRM Event in any of these pages will link that page to the event, allowing for easy access back to that page for reference. You also have the ability to link multiple pages into one event.

Party Detail Page:

Item Detail Page:

Transaction Detail Page: