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SugarCRM User Guide

1. Time Attendance Deployment Dynasty Network Sdn Bhd Needs Analysis RM150 000 00 14 11 2012 18 12 2012 CT Payment Gateway Tricubes Berhad Needs Analysis RM45 000 00 14 10 2012 SH E blender Instyle Technologies Sdn Bhd Prospecting RM50 00 14 09 2012 SCH bai m ePayment Access Pay Station Sdn Bhd Proposal Price Quote RM150 000 00 23 06 2012 30 06 2012 O D Time Attendance Deployment Xeon Sdn Bhd Prospecting RM300 000 00 31 05 2012 07 06 2012 Swaai O Detail view To drill down to the record s detail information just click a record name You can also click the view icon to navigate to the detail view and the Edit icon to navigate to the edit view if you have edit permissions The detail view displays the detail page with all the available information for a record such as name modified date and related records The related records are displayed in the appropriate sub panels The detail page provides three options which is edit delete and duplicate record information However in some other modules there will be some extra options based on its functionality such as view change log Similarly you can edit and delete records in sub panels You can also create a new record or select one from the existing list Regional Acceleration Edit Opportunity Name Regional Acceleration Organisation Name Success Electronic Expected Close Date 17 09 2012 Age Of Opportunity Estimsted Billing Date Revised Closed D
2. e Due Date Optionally click the Calendar icon and select the completion date for the task enter the time in the adjoining box If there is no specific deadline for the task select the None box Enter the due date information if you want to add the task on your calendar to receive a reminder when it is due e Priority From the drop down list select a priority that reflects the importance of completing the task e Status From the drop down list select the current status of the task such as Not Started In Progress and Completed e Related To Enter the name of the related organization or click Select to search for one Instead of an organization you can choose another related record such as an opportunity or contact from the drop down list e Contact Name Click Select to select a specific individual who is the contact for the task By default it is assigned to you Resolution Select the task resolution Meeting Select the task meeting Note Select the task note Description Enter a brief description of the task e Assigned to Click Select to select the individual who is the lead By default it is assigned to you 3 Click Save to create the task click Cancel to exit the page without creating the task See an example of the completed Create task form below Page 33 76 TAMTAMCRM 2012 tamiam 5 6 3 a tricubes company Title TamTamCRM User Manual Confidential Create Crea
3. tricuobes companys 5 9 Search Opportunities Create le Delete Selected 2 1 2 of 2 Name Organization Name Sales Stage lt Amount lt Original Closed Revised Closed Date lt Date lt Time Attendance Deployment Dynasty Network Sdn Bhd Needs Analysis RM150 000 00 14 11 2012 18 12 2012 Time Attendance Deployment Xeon Sdn Bhd Prospecting RM300 000 00 31 05 2012 07 06 2012 Delete v Mass Update Assigned User Type BE EN Organisation Name La Lead Source euer EN Expected Close Date C dd mmiyyyy Sales Stage Ga cars To manage opportunities To sort a list view click any column title which has the 38 png icon beside it to reverse the sort order click the column title again To edit or delete some or all the listed opportunities use the Mass Update sub panel To export records check off the appropriate opportunity and click Action gt Select Export To view the details of an opportunity click the opportunity name in the list To edit the details on the detail page click Edit To duplicate an opportunity on the detail page click Duplicate To find duplicates an opportunity on the detail page clicks Find Duplicates To delete an opportunity on the detail page click Delete To track changes to an opportunity over time click the View Change Log link To import opportunity data from an external source see Importing data To merge d
4. 45 Sales Stage Proposal Price Quote Sector Commercial Lesd Source Partner Type Existing Business Opportunity Amount MYR 100 000 00 RM Quantity Solution Hardware Channel Hw Product Next Step Campsign Description Information SS SSS SSS SSS SSS Assigned to John Smith Date Modified 18 10 2012 03 23pm by John Smith Date Crested 05 10 2012 09 41am by John Smith To Manage Related Information in Sub Panels The detail page displays also related information in sub panels For example the detail page of an opportunity display sub panels for related activities contacts leads and so on Each sub panel consists of rows to list multiple records Page 10 76 TAMTAMCRM 2012 tamtam a tricubes company Security Alarm Solution S Create Edit 19 of 20 Opportunity Name Security Alarm Solution Organisation Name BMW Malaysia Berhad Expected Close Date 06 08 2012 Age Of Opportunity Estimated Billing Date Revised Closed Date 13 08 2012 Probability 25 Sales Stage Needs Analysis Sector Commercial Lead Source Trade Show Type Services Opportunity Amount MYR 200 000 00 RM Quantity Solution Hardware Channel HAw Product Next Step Campsign Description Information Assigned to Sivarsj Selvam Date Modified 30 08 2012 10 40am by System Administrator Date Created 23 12 2011 12 25pm by InsideView z A Activities Create Task 1 1 of 1 Subject Status Contact Due Date gt Assigned
5. Calendar Calls Meetings Emails Tasks Notes Typically an activity is related to a record such as an organization or contact For example you can schedule a meeting with one or more contacts to discuss a specific organization or opportunity When you create the activity you can specify the record to which it is related This allows you to view the scheduled activities from the specified record The Action bar of the Activities Module displays the following options e Log Call Click this option to schedule a call as described in Scheduling Calls and Meetings e Schedule Meeting Click this option to schedule a meeting as described in Scheduling Calls and Meetings e Create Task Click this option to create a task as described in Creating Tasks Create Note or Attachment Click this option to create a note or an attachment for a call a meeting or a task as described in Creating Notes and Attachments View Calls Click this option to view and manage calls View Meetings Click this option to view and manage meetings View Tasks Click this option to view and manage tasks View Notes Click this option to create or view notes View Calendar Click this option to view your daily appointments in the calendar Import Calls Click this option to import your calls Import Meetings Click this option to import your meeting Import Tasks Click this option to import your task Import Notes Click this option to
6. 12242878919 Om 2 Select My Accounts and click Add on the Settings page Settings General Mail Organizations Mail Accounts Set up Mail Organizations to view incoming emails from your email accounts Kee IER SEA gt Ail wer 4 4 e imap gmail com Personal TamTamCRM 3 L D E Outgoing SMTP Mail Servers Provide SMTP mail server information to use for outgoing email in Mail Organizations SMTP Server Edit Delete system smtp gmail com 3 Enter the following information to create a new mail account e Mail Account Name Enter a name for the account e User Name Enter your user name e Password Enter your user password e Mail Server Address Enter the address of the email server from which your emails will be routed to TamTamCRM To access a gmail account click Prefill Gmail Page 51 76 TAMTAMCRM 2012 tamtam a tricubes company e Default To auto fill the mail server port number and protocol e Use SSL Select this box if you are using POP3 and your external mail account requires SSL e Mail Server Protocol From the drop down list select either IMAP or POPS O O When you create an account for an external mail account such as Yahoo or Google you must ensure that you are using their mail server protocol Mail Server Port The system automatically populates this field with the port number for the selected protocol Monitored Folder This field displays wh
7. Envobpo Services Sdn Bhd http envobpo com 03 79482888 You can configure each dashlet to display the rows columns and filters that you need For example you can change a dashlet s title or choose to view only your items You change the number of rows to be displayed and select what rows need to be displayed and what need to be hidden with the help of special arrow buttons on the edit form To edit a dashlet 1 Click on the Edit icon in the top right corner of the dashlet s panel Page 13 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Confidential My Top Open Opportunities Ln x 2 Implement the necessary changes to the edit form which will drop down as you click the Edit icon and click Save My Leads Options General Title My Leads l Display Rows Auto Refresh Do not auto refresh Display Columns Hide Columns Name S Position Office Phone Email Address Lead Source Status Organization Name Home Phone af S Mobile Filters Only My Items Ed Date Created Position Primary Address Country Assigned to System Administrator fik art Fikar Harjit John Smith To add a dashlet 1 On the Home module click Add Dashlets Welcome John Smith Log Out tamtam Flexable n D ES and Affordable CRM Solutions Sales Marketing Support Activities Collaboration All Home Calendar Calls Meetings Emails Tasks
8. Street City City Copy address from left F G Primary Opted Out Invalid Email Address Si a C Jele H E Description More Information Other Assigned to Jonn Smin fabs ses cen Page 23 76 TAMTAMCRM 2012 tamtam a tricubes company 3 Click Save to save the new Organization information click Cancel to exit the page without saving the information 5 2 2 To Create a Branch In the Action bar click Create Branches Optionally you can use the Create Organization quick form On the Organizations page enter the following information Branches Name Enter a name for the organization Office Phone Enter the phone number of the organization Website Enter the URL for the organization s Web site Industry From the drop down list select the industrial sector to which the organization belongs Employees Enter the number of employees in the organization Ticker Symbol Enter the stock ticker symbol for the organization Ownership Specify the owner information Rating Enter the organization s rating in the industry Alternate Phone Enter alternate phone number of the organization Fax Enter the fax number for the organization Type Enter the organization category such as Customer or Partner Annual Revenue Enter the annual revenue for the organization User Enter the name of the individual who is responsible for communicating with the lead To choose an existing user click Select and choose the pe
9. The fields to fill in include Serial No Enter the serial number of the unit you are using to create the installation unit Products From the drop down list select the related product Installation Site Enter the installation site of the unit Term Period Enter the term period of the unit Date of Installation Select date of the installation unit User Select user of the product By default the user is you e Description Enter a brief description of the unit 3 Click Save to create the unit click Cancel to return to the installation unit list without saving the unit Look at the example of filled in Create Installation Units form below Sales Marketing Support Activities Collaboration Al Home Organizations Contacts Opportunities Calendar Leads Emails gt gt Recently Viewed 83 System Administ New Project El Submitproposal GS new call Time Attendance GPCAITInfrastru Zulkifli Bin Md Pi Call Azril X Azril Aliuddin NG Kok Heng Create Create Serial No 20001 Products TamTamCRM Standa rx Installation Site Date of Installation 08 11 2012 2 years Term Period Invalid Value Term Period After you save the units the unit s detail page displays on the screen You can create activities history and Cases Page 27 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Confidential 20001 Create Edit Serial No 20001 Products TamTamCRM Standard Pack
10. amp Time 03 12 2012 Fal oe PS 45 pm lial i Related to Duration fo 15 se roure minutes Remin ders A 9 It Administrator AER Monday 3 December 2012 Opm SC System Adm or ES Q S Sivaraj Seiva e 4 Click Send Invites to send out an invitation to the participants 5 To close the page and create a new call or meeting click Close and Create New To schedule a meeting 6 Inthe Actions bar of the Calendar Home page click Schedule Meeting 7 Enter information in the following fields e Subject Enter the subject of discussion e Status From the drop down lists select one of the following o Planned Choose this option if the call or meeting is scheduled to take place o Held After a call or meeting is completed change the status from Planned to Held Page 31 76 TAMTAMCRM 2012 tamtam a tricubes company o Not Held If a call or meeting did not occur for any reason change the status from Planned to Not Held e Start Date Click the Calendar icon and select the date from the adjoining drop down lists select the time hours and minutes e End Date Click the Calendar icon and select the date from the adjoining drop down lists select the time hours and minutes e Assigned to Specify the user who is responsible for the call or meeting By default it is assigned to you To assign a different user click Select to view the user list and click the desired user name e Duration
11. inbound Eil Planned zl Duration o 15 hours minutes Reminders a eee F Email Description The Calls detail page or the Meeting detail page displays the information that you entered Alternatively for creating an appointment you can use the Schedule Call and Schedule Meeting options in the shortcut section as described in Scheduling Calls or Meetings A list of existing tasks displays on the right side of the main calendar body To view the details of a task click its subject title From the detail view page you can Edit Duplicate Delete or Close and Create New call or a meeting Make call to Abdul Fahmi Mohammad Make call to Addu Fanmi Monammad 031052012 08 00am On 15m o Notes Create Note or Atischment 0 000 Shared Calendar Now the Calendar Module allows you to share your calendar with other employees Thanks to the special Shared tab on the Calendar this option is enabled Page 37 76 TAMTAMCRM 2012 tamtam a tricubes company 9 f C en Cea Ese The Shared calendar option allows you to see the calendar of other users and show them your calendar activities planned for a month You can share the calendar with another user and both of you can see each other activities Optionally another user can share his her calendar with you but you don t share yours Click on Edit and select users for calendar display Now on your calendar you can see a list of activi
12. 0 0 of 0 Subject Statu Assigned User lt A History Create Note or Attachment 0 0 of 0 Subject Contact ate Modified gt ate Created Assigned User A Installation Units Create 0 0 of 0 Date Modified No Data Create Y 0 0 of 0 No Data To manage product To export records check off the appropriate product and click Action gt Select Export To merge duplicates check off the appropriate products and click Action gt Select Merge Page 26 76 TAMTAMCRM 2012 tamiam a tricubes company 5 4 To find duplicates a product on the detail page clicks Find Duplicates To track changes to the product information over time click the View Change Log link To edit or delete information some or all of the products check off appropriate products click Action gt Delete To view detail information click on the product name list To edit information on the detail page click Edit To duplicate a product on the detail page click Duplicate To delete a product on the detail page click Delete Installation Units Module This module will use in recording the particular product that has been sold to a particular Organization s Branch For identification of the products each and every Product s Serial Number will be recorded here To create an Installation Unit 1 Inthe Action bar click Create Installation Units 2 The system will respond with the form to fill in
13. 4 7 1 ENEE 16 4 7 2 TOUS Cae G1 En ne A en nee A ne Sem ne ne er ne ee ene nn ne aren 17 4 7 3 PARC AUEN OLS OAT E 17 5 USING TAMTAMCRM MODULES RE 19 Did HONE MODUL EE 19 SL E cect caters istic AIE E A OEE Ripe a eclectic acts N pesca gee eee E E E cos 20 52 ORGANIZATIONS Leer E DEE 22 52d To Create E 22 NEE EE 24 5 2 3 To View and Manage OUrgeontzottong 25 533 PRODUCTS MODULE siisoraridriar reo Ene re ne tee ee ee eee ee 25 54 INSTALLATION UNITS MODULE E Gei 3e GE Tee e Sepa uenne nO RE Brn En RON ROT RE rn E ee eee eee 28 530 ACINMES MODULE EEN 29 5 6 1 Scheduling Calls And Meetings occcccccccccssecccccccccccnsseeeeceeeennssseeeeeeeeeaeeeseeeeeeeeaaaeeeeeeeeeesaaaesseeeeeesaaaaaeeeees 30 5 6 2 CP ee 33 5 6 3 Creating Notes ANd Attachments cccccccccccccseecccccccee nea eeeeeeeeeeee ee eeeeeeeeeeeeaeeeeeeeeeeeeaaaaeseeeeeeesaaaaeeeeeeeeeaas 34 5 6 4 E CF area oats nearer ce cin eae sates pele EEE O I IE A pels nde ab S E seen nee eee 35 5 6 5 lo Creal GIL OVNI OW aioe nese sca ncaeavaiaseaita vane sedate ecesauanededua tase wiaiseunseianoeede EEE 36 5 6 6 DOT EE 37 Die CONTAC MODE E 38 5 7 1 TOC IC EE 39 5 7 2 To View and Manage Contacts ergett seis siasuasevoseeersicecttcgstcnusds tsar eege eege eege 40 5 7 3 Credne E 40 Ias OPPORTUNITIES MODUL E 41 e GC EEND a A E E E A A EE EA T a eee 44 5 10 DOCUMEN MOD gtt 47 Page 2 76 TAMTAMCRM 2012 tamiam a tricubes company Title TamTamCRM User Ma
14. Khairul Johari Investor Communications v Sivaraj Selvam Layout Options Save search as ECSU Ur date In this chapter we have made our initial steps around TamTamCRM navigation and functionality Read the next chapter of this User Guide to find out exactly how to use TamTamCRM modules Page 18 76 TAMTAMCRM 2012 tamiam a tricubes company 5 1 Using TamTamCRM Modules In the previous section of this User Guide we have looked at the basic concepts of TamTamCRM functioning Now we can move on to a more detailed view of the TamTamCRM modules which are the most functional part of TamTamCRM s interface When you logged in into TamTamCRM you will be able to see Panel and Sub panel just below the logo In total we have five panels in which categorized and related with a particular business activity namely Sales Marketing Support Activities Collaboration and All Inside each panel there are several sub panels which later in this documentation will be called as module For example inside Sales panel you may find Organization Contacts Opportunities and Leads module ta m ta m Welcome System Administrator Log Out sh ne Gel fe Flexible and Affordable CRM Solutions Sales Marketing Support Activities Gobaboraton All Home Organizations Contacts Opportunities Leads Modules which available in TamTamCRM are Home Module Organization Module Products Module Installat
15. The system treats the first record that you select as the primary record but you can change to a different record The system uses a line to demarcate fields that have different data from the fields that have identical data Fields that have differing data display above the line e To specify one of the duplicate records as the primary record click Set as Primary above the duplicate field The system moves that record to the left e To replace a field in the primary record with a field from a secondary record use the lt lt Page 15 76 TAMTAMCRM 2012 tamiam a tricubes company button 3 Click Save Merge Below is the example of the Merge Records page Allen Lee Columns whose value in primary row differs from value in merging rows Date Created cores 06 04 2014 02 24pm Date Modified 01 10 2012 os REES 01 10 2012 05 52pm Columns whose value is similar across all rows Description Assigned to User onn OO e Khairul Salutation saree LG 4 After you click Save Merge the system merges the selected fields moves all the related information to the primary record and deletes the duplicate records 4 7 Searching for Information on TamTamCRM You can perform the following types of searches in TamTamCRM Global Search Basic Search Advanced Search Below we shall look more closely at each type of search 4 7 1 Global Search You can perform a global keyword search at the system
16. add an alphabet a whole address or a partial address 2 Click Search The system displays the search results below with Add adjacent to each name on the list 3 Click the appropriate Add button to send an invitation to the user See below Page 32 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Confidential Add Invitees First Name Last Name Email 5 6 2 Now in the Scheduling tab along with you if you are assigned to this activity you will see the person who you invited to participate as well To delete one of the participants click Del Monday 3 December 2012 1 00pm 2 00 3 00 4 00 5 00 6 00 7 00 8 00 9 00 SA System Administrator 3 John Smith 3 Sivaraj Selvam Creating Tasks 200 ss Based on your work related activities you can create tasks and assign them to yourself or to other users When you create a task you can relate it to a specific record such as an organization or an opportunity You can also revise the task status and priority at any time to keep your records up to date To create a task 1 In the Action bar of the Activities Home page click Create Task 2 On the Tasks page enter information in the following fields e Subject Enter the subject of the task e Start Date Optionally click the Calendar icon and select the start date for the task enter the time in the adjoining box If there is no specific start date for the task select the None box
17. before the formal launch click Send Test TO queue email campaigns for the launch click Send Emails To send out the campaign message to the target audience click Send and on the Campaign Send page select the message and click Send To view the campaign status see Viewing Campaign Status To track changes to a campaign over time in the detail view click the View Change Log link To export information on one or more campaigns select them in the Campaign List sub panel on the Campaigns Home page click the Export icon and export them as described in Exporting Data To view or manage related records in a sub panel see Io manage related information in sub panels 5 12 10 Viewing Campaign Status After you launch a campaign you can view the campaign status to determine its success From a campaign s detail page you can view the status and the result of the campaign such as the number of generated leads and the return on investment ROI This enables you to evaluate the effectiveness of the Campaign and to take further action For example you can add targets that opted out of the campaign to the Unsubscription target list to ensure that they are not recipients of campaign emails in future The sub panels on the View display the following information Page 65 76 TAMTAMCRM 2012 tamtam a tricubes company A chart depicting the responses from campaign targets This includes how many targets v
18. campaign activities For more information see To create a tracker redirect URL 7 Optionally run the diagnostic tool to ensure that the email campaign will be successfully executed For more information see Running Campaign Diagnostics 8 Send a test email to your test list to ensure the operation is successful For more information on test lists see Creating and Importing Campaign Targets 9 Clear statistics from the test email 10 Request the administrator to schedule a job to send out the campaign emails Page 59 76 TAMTAMCRM 2012 amtam a tricubes companys Title TamTamCRM User Manual ___Confidential_ 11 Queue the email for the campaign launch 12 Optionally convert the campaign targets into leads or contacts 5 12 4 You can associate a Web to Lead form with the campaign For more information see Creating Web to Lead Forms After you launch an email campaign you can view the campaign status for information on the campaign results For more information see Viewing Campaign Status Note The start date start time and status specified on the email marketing page determine when the email is sent Creating Email Marketing Records When you create an email campaign you must also create an email marketing record that contains information such as the campaign target list the campaign email template and the inbox to handle emails that bounce back to you You must specify the emai
19. during campaigns Page 39 76 TAMTAMCRM 2012 tamiam a tricubes company e Assigned to Select the individual who is responsible for communicating with this contact By default you are assigned to the contact 3 Click Save to save the contact click Cancel to return to the Contact s home page without creating the new contact 5 7 2 To View and Manage Contacts To delete one or more of the listed contacts use the Mass Update panel To do this check off appropriate contacts click Action gt Select Delete To display the detail view for a contact click on the contact name in the list To export records check off the appropriate contacts and click Action gt Select Export To edit contact information in the detail view click Edit To duplicate contact information in the detail view click Duplicate To track changes made to contact information over time in the detail view click the View Change Log link located below the Edit button TO manage newsletter subscriptions on the detail page click Manage Subscriptions To add the individual to a newsletter subscription mailing list select the newsletter from the Available NewsLetters list and drag it to the NewsLetters Subscribed To list Similarly to remove the individual from the mailing list of a newsletter drag the newsletter from the Newsletters Subscribed to list to the Available Newsletters list Click Save to update the information To manage re
20. import external data into a note as described in Importing Data 5 6 1 Scheduling Calls and Meetings When you schedule a call or a meeting you are creating a record about the subject of discussion the participants the time period and the status After you save this information you can send out an invitation to all the participants immediately or at a later date You can create a note or add attachments before or after a call or a meeting occurs After you complete a call or meeting or if you cancel it for any reason you can update its status for the record When you create the call or a meeting the Calls page or the Meetings page displays the following sub panels 1 Scheduling The Scheduling sub panel displays details such as the name of the attendees the day and the time of the call or meeting If other calls or meetings are scheduled the busy time is blocked out 2 Add Invitees You can use the Add Invitees sub panel to find users that you want to invite as described in To add invitees To schedule a call 1 Inthe Actions bar of the Calendar Home page click Log Call 2 Enter information in the following fields Page 30 76 TAMTAMCRM 2012 tamtam a tricubes company e Subject Enter the subject of discussion e Status From the drop down lists select one of the following o Planned Choose this option if the call or meeting is scheduled to take place o Held After a call or meeting is completed cha
21. level for text that matches the beginning of key field names Our database configuration makes global searches not case sensitive To perform a global search enter the keyword in the Search field and click Search tamtam Welcome John Smith Log Out cn Gol fal Flexable and Affordable CRM Solutions If you do like this the system will search Organizations Contacts Leads Opportunities Cases and Projects and display search results for each of these modules The module with the most records displays at the top of the search results page Page 16 76 TAMTAMCRM 2012 tamiam a tricubes company 4 7 2 4 7 3 Title TamTamCRM User Manual Confidential Allen Advanced Organizations 0 No Results No Results Cases 0 No Results Contacts 1 1 1 of 1 Name lt Position 2 Organization Name lt Email Office Phone User Date Created lt Le Allen Lee Dynasty Network Sdn Bhd allen dynastynetwork com 03 46445359 John Smith 06 04 2014 02 48pm Basic Search You can perform a basic keyword search within most modules To perform a basic search in the Search sub panel on the modules home page enter values for one or more fields and click Search To find only records that are related to your tasks and activities select the only My Items box Search Organizations Ss Organization Name nl My Items lal Clear EE Te EE The search fields are context
22. more demand in the market and Service team can use this module to register or log an issue against any Product Page 25 76 TAMTAMCRM 2012 tamtam a tricubes company To create a product 1 Inthe Action bar click Create Products 2 The system will respond with the form to fill in The fields to fill in include e Name Enter the name of the product you are using to create the product e User Select user of the product By default the user is you e Description Enter a brief description of the product 3 Click Save to create the product click Cancel to return to the product list without saving the product Look at the example of filled in Create Product form below Sales Marketing Support Activities Collaboration All Home Organizations Contacts Opportunities Leads Recently Viewed 33 System Administ New Project Submit proposal newcall Time Attendance GCAITInfrastru Zulkifli Bin Md Pi Call Azil X Azril Aliuddin NG Kok Heng Create Create Produt Demo Description User John Smith d t X cancer After you save the product the product s detail page displays on the screen You can create activities history Installation units and Cases Product Demo Create Name Product Demo Date Created 08 11 2012 11 44am by System Administrator Date Modified 08 11 2012 11 44am by System Administrator Description Produt Demo User John Smith A Activities Create Task
23. sensitive and vary depending upon the module you are searching When you type a character in a field the system performs a quick search of possible values and presents a list of values starting with that character Typing additional characters restricts the resulting list Text entered in search fields needs to match from the beginning of the value stored in each record unless the wildcard character is inserted If text is entered in more than one search field then a record must match on all those fields to be included in the filtered list In other words searching for fred would only match first names like Fred erick or other Fred names containing the asterisk character These rules are also applicable to advanced search You can edit or delete records in the search results as described in To edit or delete multiple records Advanced Search To further filter the search results click the Advanced Search link The system displays additional fields that vary depending on the module you select Search Organizations Organization Name HS Clear DEE Page 17 76 TAMTAMCRM 2012 tamtam a tricubes company Search Organizations Organization Name Website Any Phone Any Email Any Address City Create State Postal Code Country Type Industry s Assigned to System Administrator Analyst Apparel fik art Competitor Banking Fikar Harjit Customer Biotechnology John Smith Integrator Chemicals
24. to exit the page without saving your changes Page 61 76 TAMTAMCRM 2012 tamtam a tricubes company 5 12 6 Using the Campaign Wizard You can use the campaign wizard to guide you through the process of creating a campaign 1 In the Actions bar of the Campaigns module click Campaign Wizard The Campaign wizard displays on the screen 2 Select the type of campaign you want to create and click Start The screen below illustrates a Newsletter campaign Campaign Wizard Print 2 Help E Campaign Type TRE Selectthe type of Campaign you would like to create CS Newsletter Email C Non email based Cam paign 3 Enter information for the following fields Name Enter the campaign name Status From the drop down list select the current state of the campaign Assigned to Enter the name of the user who is assigned to the campaign To select from the Users list click Select By default it is assigned to you Type If you are creating a non email campaign select the campaign type from the drop down list Start Date Enter the campaign start date click the Calendar icon to select the date End Date Enter the campaign end date click the Calendar icon to select the date Description Optionally enter a brief description of the campaign Click Next See below Campaign Create Campaign Header Campaign Header Budget Fill out the required fields to help identify the campaign Trackers Marketing Send Email Summ
25. work with TamTamCRM The chapter will answer the question What will need for successful implementation of my tasks with TamTamCRM Topics include Technical Requirements Accessing TamTamCRM Technical Requirements Before you begin using the system ensure that you have the required software installed and configured on your system as follows e A current Web browser on your computer TamTamCRM has been successfully tested on the following browsers Google Chrome 21 0 and higher Mozilla Firefox 14 0 and higher Microsoft Internet Explorer 8 0 and higher You may encounter problems if you try to access TamTamCRM using older Web browser versions such as Internet Explorer 4 or Netscape 4 x If you are unsure about which version you are using click Help gt About or similar options on the menu bar in your browser to display the version number e Enable Java Script and cookie support on your Web browser If you encounter problems accessing the system check your browser configuration to ensure both Java Script support and cookie support are enabled as follows Internet Explorer Click Tools gt Internet Options gt Privacy and Security tabs Firefox Click Tools gt Options gt Privacy and Web Features tabs Chrome Click Settings gt Show Advance Settings gt Privacy tabs Accessing TamTamCRM You can access TamTamCRM through a Web browser To enter the system you need to log in Enter the TamTamCRM URL i
26. 2 by System Administrator Create Task 0 000 Bub ect eo Date Crested i auna n Fes Note 1206 2012 03 15pm 1206 2012 03 15om Seen Jamin ne ition St rg Compa Ers Note 2009 2012 11 03am 30 04 2012 03 59pm You can learn more about managing related information in sub panels in To manage related information in sub panels When you make all the necessary changes to your opportunity the system will take you back onto the Opportunities Home page displaying the list of your opportunities From here you can assign your opportunity to a specific team to share it with your team members as well To do it check off the appropriate opportunity and click Action gt Select Mass Update in the Mass Update box select the necessary team from the drop down list and click Update Search Opportunities Create Delete Selected 2 1 22 of 22 Organization Name Sales Stage lt Amount 2 Original Closed Revised Closed Date lt Date lt Merge ge Proposal Price Khairul d gt ee System instyle Technologies Sdn Bhd st RM100 000 00 26 01 2012 03 02 2012 Sien V Biometrics Solution White Motion Sdn Bhd Perception Analysis RM1 000 000 00 16 02 2012 23 02 2012 E E blender Instyle Technologies Sdn Bhd Prospecting RM50 00 14 09 2012 GH ei E ccn security Dynasty Network Sdn Bhd Closed Won RM1 000 000 00 31 01 2012 07 02 2012 Page 43 76 TAMTAMCRM 2012 a amtam
27. CCTV Security Dynasty Network Sdn Bhd Closed Won RM1 000 000 00 31 01 2012 07 02 2012 Door Access Everfirst Wira Adventure Sdn Bhd Qualification RM75 000 00 06 01 2012 13 01 2012 eBilling System ES Vision Sdn Bhd Qualification RM200 000 00 12 01 2012 19 01 2012 Proposal Price RM150 000 00 23 06 2012 30 06 2012 Quote ePayment Access Pay Station Sdn Bhd Every opportunity must be associated with an organization You can associate an opportunity with only one organization but you can associate it with multiple leads and contacts The TamTamCRM Systems customized functionality also allows assigning opportunities to teams which helps share the data related to specific opportunities between multiple team members To create an opportunity 1 Inthe Opportunity menu click Create Opportunity This form contains only the required fields You can enter information for optional fields after you save the form 2 On the Opportunities page enter information for the following fields Opportunity Name Enter a name for the opportunity Month Yr Log Select the specific date of opportunities log Age of Opportunity Probability The system determines the values for this field based on the selected Sales Stage value If the Sales Stage value is Closed Won then the probability changes to 100 However you can manually change the Probability value e Sector Select the sector from the dropdown list e Currency Select the currency used fr
28. CRM will make your customer relationship activities more efficient easily managed and organized With TamTamCRM everyone can record all of their interactions with clients keeping all co workers well informed of the current state of issues sales opportunities and scheduled activities TamTamCRM offers multiple business information management on new business opportunities sales leads product listing installation units business contacts numerous customer accounts and other business activities such as assigned tasks scheduling make calls and send meeting invitations Considering the enormous functionalities thanks to the user friendly interface TamTamCRM is easy to use software By recording all new business activities with TamTamCRM you can keep track of qualified leads and convert them in specific opportunities Welcome on TamTamCRM board We are making our way to a better business ABOUT THIS GUIDE The TamTamCRM User Guide is intended for new users who are interested to leverage on the features and functionalities of TamTamCRM to increase productivity This guide will lead you to the fundamental concepts and help you step by step to get comfortable with the application With this guide you will be able to perform extensive activities and implement some specific administration features which will be part of the TamTamCRM operation activities TAMTAMCRM OVERVIEW TamTamCRM is a system that manages information and processes around your rel
29. Create Case 2 The system will respond with the form to fill in The fields to fill in include e Number Enter the number of the cases e Priority From the drop down list specify the urgency of the problem e Status From the drop down list select the status to indicate the current state of the cases such as Draft or Under Review Type Select categorize of the cases Subject Enter a statement of the problem Organizations Select the organization of the cases Branches Select the branches of the cases Installation units Select the installation unit of the cases Page 28 76 TAMTAMCRM 2012 tamtam a 5 6 tricubes company Title TamTamCRM User Manual Confidential _ e Category Select the category of the cases e Products Select the products of the cases e Resolutions Enter the results of the investigations into the problem e Descriptions Enter a clear description of the problem e Assigned Enter the name of the individual you want to assign to the record 3 Click Save to create the case click Cancel to return to the cases list without saving the case 4 Look at the example of filled in Create Cases form below Sales Marketing Support Activities Collaboration All Home Organizations Contacts Cases Recently Viewed 83 System Administ Multimedia Crea 88 Emyr Al Kautsar System generate W Test E Oziel Gloziel El Oziel 8 Karenk 88 Diana Yusoff Create Create Number Organisati
30. Enter the number of hours in the adjoining box and select the number of minutes from the drop down list e Related To Optionally enter the name of the related organization or click Select to search for one Instead of an organization you can choose another related record such as an opportunity or contact from the drop down list e Reminder Select this box if you want the system to send out a reminder to everybody on the list prior to the call or meeting Select a time for the reminder from the drop down list below e Description Optionally enter a brief description for the purpose of the call or meeting e Location Enter the location of meeting 8 Click Save to save the call information click Cancel to return to the Meetings home page without saving the information See an example of the completed Schedule Meeting form below Create Save amp Send Invites Close and Create New Create Subject Status Start Date osi1zi2012 Je oo fal anim Related to Coo o End Date 05 12 2012 E am E Location Coo O Duration 15 minutes Le Headers W Popup 30 minutes prior EN Email Description Assigned to We To add invitees 1 In the Add Invitees sub panel enter all or any of the following information First Name You can add an alphabet a whole name or a partial name Last Name You can add an alphabet a whole name or a partial name Email You can
31. Exporting Data In this chapter we will discuss the problem of importing the data to TamTamCRM and exporting data from TamTamCR M Importing Data You can import data from Excel files systems and Contact Managers into TamTamCRM When you import data you will need to map fields that you are importing with fields that exist in the TamTamCRM database For example to map the first and last names of contacts that you import into TamTamCRM these fields must exist in the TamTamCRM database If not you will need to create these custom fields in TamTamCRM before you import the data You can import the following Organizations ACT 2005 custom comma delimited files and custom tab delimited files Contacts Microsoft Outlook ACT 2005 custom comma delimited files and custom tab delimited files Leads comma delimited files custom delimited files and custom tab delimited files Opportunities comma delimited files tab delimited files and custom delimited files Targets Custom comma delimited files tab delimited files and custom tab delimited files Notes comma delimited files tab delimited files and custom tab delimited files To import data from your previous application or Contact Manager you must first export the data from that application in a Comma Separated Values csv file format to your local file system You can then use the import function within a specific module to import the CSV file data into TamTamCRM
32. New 06 06 2012 Khairul Johari edit Ea close Zu amp History remove That will make all records under this sub panel invisible To move a sub panel to a different location on the page place the cursor on the arrow icon hold down the cursor drag the panel to the new location and release the cursor Tracking and Managing Record History The detail page of every record displays a History sub panel that enables you to track record related activities such as meetings notes attachments and archived emails Each row in the panel displays icons to edit or remove the record You can also use this sub panel to create and record new activities To track and manage record history 1 To view the details of a listed note meeting attachment or email click the Subject title 2 To view asummary of all the listed records in a separate window click View Summary 3 To edit or delete a record click the appropriate edit or rem icon respectively 4 To archive an email related to the record click Archive Email Editing and Deleting Multiple Records Most of the modules provide a Mass Update sub panel on their home page that enables you to simultaneously edit or delete some or all of the listed records This feature is useful to update information shared by several records The fields that you can edit vary depending on the module For example in the Contacts module you can select some or all of the listed contacts and change their organization
33. Notes Recently Viewed amp Regional Accele S John Smith HIS Acceleratio amp Pantai Holdings amp Success Electro amp Impact Mesiniag SjEnvobpo Service amp lImpact Business S amp MultimediaCrea amp Time Attendance Add Dashlets 2 The available dashlets display on the left Add Modutes Charts Tools Web Modules ee My Assigned Bugs Sg My Calls My Contacts My Emails a My Leads A eo My Notes gg FA H ity Products J Ss My Top Open Opportunities woe My Calendar Ss My Closed Opportunities Ge My Documents i My instalation Units Lage My Meetings Lal My Open Cases My Organizations My Project Tasks CS Top Campaigns TAMTAMCRM 2012 Page 14 76 tamiam a tricubes company 4 6 Click a dashlet name to add it to your home page Each time you click the name a new dashlet is added on the page To manage dashlets 1 To move a dashlet place the cursor on its title press and hold down the mouse button and move it to the new location and then release the mouse 2 To remove a dashlet click the Delete icon above it When the system displays a message seeking confirmation click OK to confirm its removal 3 To refresh a dashlet click the Refresh icon Note If you cannot add or move dashlets check with the administrator to ensure that the functionality has been enabled Merging Duplicate Records Use this function to merge duplicate records into sin
34. Page 71 76 TAMTAMCRM 2012 tamtam a tricubes company Organizations and Contacts If you import a contact record that refers to an unknown organization then a new contact record is automatically created for an organization of that name Note that when organization records are created automatically in this fashion they are empty That is they have associated contacts but no address or telephone information Therefore you will need to manually add those details later To avoid this task it is recommended that you import the organization data first to create complete records with address and telephone information and other information depending on your previous system and then import contact data If you are importing organization data from another system then typically that system understands the distinction between a contact and an organization that one organization can have multiple contacts and has separate data for each Leads and Opportunities Typically only full system such as Salesforce com track leads and opportunities Targets Targets used in marketing campaigns are stand alone records that are not attached to contacts or leads However you can include contact lead and user records in a target list Notes You can import notes related to a specific call meeting or task for distribution to participants To export contacts from your current contact manager The process below describes exporting contact in
35. User List By default this is assigned to you The value specified for the Sales Stage determines the default value displayed in the Probability field on the Opportunity page Description Enter a brief description of the opportunity When you are done click on Save Look below for an example of the filled in Create Opportunity form Create Opportunity Name Month Yr Log Age Of Opportunity Probability Sector Currency Quantity Type Campaign Description Information Create O Organisation Name C Ses C Expected Close Date B Ir g Estimated Billing Date je Revised Closed Date IIe Ir O O Sales Stage Prospecting Lel Lead Source Le E As you click on Save button the system will take you to the page of the opportunity you have just created From here you can connect your opportunity to specific Activities Leads Contacts and Documents by clicking on appropriate Create or Select buttons Page 42 76 TAMTAMCRM 2012 tamtam a tricubes company e e e Title TamTamCRM User Manual Confidential Exmected Close Date 1602 2012 Age Of Cpportunhy Estimated Billing Date Revised Closed Date 23022012 Prooaoliny 2 0 Sales Stage Perception Analysis Sector Commercial Lead Source Type Senices Opportunky Amount MYR RM 1 000 000 00 Qusreny Soktion Hardware Chamet Hw Product Net Stes Campaign EE naton Assigned to Jom Smm Date Modified 3008 2012 10 3
36. User gt fl Submit proposal to Instyle Technologies Sdn Bhd 0806 2012 Khairul Johari A History Create Note or Attachment 1 1 of 1 subject Contact Date Modified Date Created gt Assigned User IS Instyle Technologies Sdn Bhd Company Profile 20 09 2012 11 03am 20 04 2012 04 11pm A Documents Create 0 0 of 0 Name Fio Cat SO Status Publish Date No Data You can add more records to the list by clicking Create above the sub panel adjusting the necessary fields and clicking Save above the sub panel If you need to fill in the full information for the record click the Full Form button amp Activities Full Form Op dd mmiyyyy Start Date a a Contact Name IG dd mmiyyyy Oe Priority Description To edit or remove a record click the corresponding edit or rem icon respectively amp Activities Create Task v 1 1 of 1 Subject gt Status Contact Due Date gt Assigned User Submit proposal to Instyle Technologies Sdn Bhd New 06 06 2012 Khairul Johari v close eau amp History remove To minimize a sub panel click the arrow icon that is located next to its name Page 11 76 TAMTAMCRM 2012 tamtam 4 4 3 4 4 4 a tricubes company Title TamTamCRM User Manual Confidential A ctivities Create Task v 1 1 of 1 Subject Status Contact Due Date gt Assigned User Submit proposal to Instyle Technologies Sdn Bhd
37. adfhkha s E emyr_maboy vyahoo co id pina iere ep A contact is any individual who is a valid sales lead that is a lead who has been evaluated and assessed for a possible sales opportunity You can associate a contact with any record such as an organization opportunity or campaign Associating a contact with a campaign enables you to track the effectiveness of the campaign in generating opportunities for your organization The Action bar displays the following options Create Contact Create Contact from vCard View Contacts and Import Contacts Page 38 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Confidential Create reste s c Overview First Name Cac we KE Office P C Department CO Fax CO Organization Name C ma Primary Address er Add La m La Cc F ay O State E 4 5 7 1 Primary Opted Out Invalid Email Address Reports To D A ECH Sync to Outlook To Create a Contact 1 Inthe Action bar click Create Contact 2 Onthe Contacts page enter the following information e First Name Enter the contact s first name Last Name Enter the contact s last name Title Enter the contact s business title Office Phone Enter the contact s work number Mobile Enter the contact s mobile phone number Fax Enter the contact s fax number Organization Name Enter the organization name associated with the contact alternatively clic
38. age Installation Site Date of Installation 08 11 2012 Term Period 2 Date Created 08 11 2012 11 50am by administrator Date Modified 08 11 2012 11 50am by administrator Description User amp Activities Subject Status Contact Due Date gt Assigned User No Data amp History Create Note or Attachment 0 0 of 0 Subject Status Contact Date Modified gt Date Created Assigned User No Data amp Cases 3 A Num gt Subject gt Organization Name Date Created ssigned User No Data To manage installation units To export records check off the appropriate units and click Action gt Select Export To merge duplicates check off the appropriate units and click Action gt Select Merge To track changes to the unit s information over time click the View Change Log link To edit or delete information some or all of the units check off appropriate units click Action gt Delete To view detail information click on the unit name the list To edit information on the detail page click Edit To duplicate a unit on the detail page click Duplicate To delete a unit on the detail page click Delete 5 5 Cases Module Use the Cases Module to create view manage and import cases into TamTamCRM database as a comma delimited tab delimited or custom delimited file To import cases select Import from the cases Action bar To create cases 1 In the Action bar click
39. al from the mailing list of a newsletter drag the newsletter from the Newsletters Subscribed to list to the Available Newsletters list Click Save to update the information To duplicate a lead on the detail page click Duplicate Duplication is a convenient way of creating a similar lead You can change the information in the duplicate record to create the new lead To delete a lead on the detail page click Delete To convert a lead to a contact click Convert Lead Optionally you can also convert the lead to a related Organization Opportunity and Appointment To view and edit related information in a sub panel see To manage related information in sub panels You can create Web to Lead forms for use in your Web based campaigns and other sources such as your Website This Lead information is saved in the TamTamCRM database and can be used to generate opportunities for your organization For more information see Creating Web to Lead Forms Documents Module Use the Documents module to create and manage files that you share with users and contacts To create a document 1 2 In the Action bar click Create The system will respond with the form to fill in The fields to fill in include e File Name Enter the name of the file you are using to create the document click Browse to navigate to the location of the document e Status From the drop down list select the status to indicate the current state of the docu
40. alendar icon and select the task finish date Assigned To Select user to assign these task Status Select the status from the dropdown list Task Number Enter the task number Order Enter the order number for this task Estimated Effort hrs Enter the expected or estimated effort for this task Utilization Select the utilization from the dropdown list Percentage Complete Enter the percentage of the task has been completed Milestone Check this book if the completion on this task is considered a milestone for project completion Project Name click select and choose the project associated with the task Priority Select the importance of the completing this task Description Enter a brief description of the project task 3 Click Save to create a project task Click Cancel to exit the page without creating the project task 4 Look atthe example of filled in Create Project Task from below Page 70 76 TAMTAMCRM 2012 tamtam tricubes company Title TamTamCRM User Manual Confidential Create Milestone IE Estimated Effort hrs e Utilization 100 Le Description 6 1 To manage a project 1 To update or delete some or all the projects on the Projects Home page use the Mass Update panel 2 To view the details of a project click its name in the list view 3 To edit the project details click Edit on the project s detail page make the necessary changes and click Save Importing and
41. ame Enter the name of the file containing the revised information to navigate to the file location click Browse e Revision Specify a revision number for the revised document e Change Log Enter a brief description of the revision 4 Click Save to save your changes click Cancel to go back to the document detail page without saving your changes See the example of the filled in form below Create Document Name Parking Management System Latest Revision 1 Revision File Br Change Log You cannot change the name of the attached file The revised file is displayed along with its revision number in the Documents Revisions sub panel In this sub panel the row listing the older document version now displays the rem icon to remove the file To remove the previous version of the attachment click the rem icon and click OK to confirm the removal Email Module The Emails module is an email client that enables you to manage your emails Page 49 76 TAMTAMCRM 2012 tamiam a tricubes company 5 11 1 Sales Marketing Support Activities Collaboration All Home Emails Documents Projects Recently Viewed Parking Managem GBenChai Biometrics Sou Sales C9 Make calltoMo MB Meeting within HIS Acceleratio PO E Nicholas Empam CAT infrastru Actions View My Email Bi Create Email Template A View Email Templates Note The latest version of SugarCRM is 6 5 5 Please visit support sugarcrm com to acquire the latest versi
42. anager Organization Name lt Multimedia Creative Sdn Bhd Dynasty Network Sdn Bhd XOX Bhd ES Vision Sdn Bhd Moltrex Solution Sdn Bhd Pay Station Sdn Bhd White Motion Sdn Bhd TAMTAMCRM 2012 Email abdulfahmi multicreative com allen nastynetwork com i xox com m fikar87 yahoo com my emyr alkautsar tricubes com fikar87 yahoo com my jack smith paystation com emyr mabo saravanan ahoo co id hitemotion com Office Phone 03 4834 2958 03 4644 5359 603 7955 1388 03 4246 6341 03 4644 5359 03 4343 3487 03 4867 2435 Confidential 1 1 19 of 19 yo User 2 Administrator Administrator Create Q Date Created 06 04 2014 02 39pm 06 04 2014 02 48pm 05 11 2012 09 58am 04 05 2012 10 11am 16 10 2012 04 24pm 01 10 2012 05 56pm 05 05 2012 11 05pm 19 10 2012 03 54pm 06 04 2014 02 36pm Page 76 76
43. are similar but not identical due to inconsistencies in the way the company name was entered you should delete all duplicate records except the one with the company name spelt exactly how you want to see it in TamTamCRM 3 Save the Excel file as a csv file type 4 In the Actions bar of the Organizations module click Import and follow the process described in Importing Data Now that organization data has been imported you can export contacts from your current Contact Manager and then import it into TamTamCRM Exporting Data You can export TamTamCRM item records in csv format to your local machine You can use Microsoft Excel Notepad or other text editors to open csv files You can export selected records all records on the page or the entire list Page 74 76 TAMTAMCRM 2012 tamtam a tricubes company A sample portion of a CSV file exported from the Organizations module and viewed in Excel is shown in below The CSV file displays column titles including the Record ID a long string of letters and numbers used as a unique reference to each organization record and other fields which TamTamCRM uses internally EI Microsoft Excel Contacts cs R Gi File Edit View Insert Format Tools Data RoboPDF Window Help Type ar QSHeRBSENIGRIF GH Am S 9 O BE 2 iaa dE BZ UJE ra S s tili Hae 535 bd fe 1 lid date_enterdate_modimodifiercreated_b descriptiordeleted assigned_tsalutation first_name last_name
44. arking Managem D Ben Chai Biometrics Sou Sales G5 Make calltoMo WB Meeting with in HIS Acceleratio Bro E Nicholas Empam CAT infrastru Actions A View My Email Bi Create Email Template View Email Templates Note The latest version of SugarCRM is 6 5 5 Please visit support sugarcrm com to acquire the latest version Mail Delivery Subsystem lt n Delivery Status Notification Failure 28 08 2012 12 40pm webmaster tamtamern a fa TamTamCRM Mail Delivery Subsystem lt n Delivery Status Notification Failure 28 08 2012 12 39pm webmaster tamtamer H a My Email Mail Delivery Subsystem mz Delivery Status Notification Failure 28 08 2012 12 14pm webmaster tamtamam Kevin Baldacci lt insideview New ebook The Sales Intelligence Blueprint 23 08 2012 11 38pm webmaster tamtamer InsideView lt insideview ir A little mid August B2B Sales Morning Read 16 08 2012 10 32pm webmaster tamtamern Mail Delivery Subsystem lt n Delivery Status Notification Failure 10 08 2012 12 00am webmaster tamtamecr InsideView lt insideview ir Social Selling Rockstar Want Better Customer 09 08 2012 10 20pm webmaster tamtamern Mail Delivery Subsystem lt n Delivery Status Notification Delay 08 08 2012 09 07pm webmaster tamtamern Joe Lucas lt insideview in Free Webinar Demystifying Sales Enablement 07 08 2012 11 10pm webmaster tamtamcn Mail Delivery Subsystem lt n Delivery Status Notification Delay 07 08 2012 09 00pm webmaster tamtamcn i Gog
45. arts are displayed click the down arrow on the Dashboard tab and select Change Layout Alternatively select the chart title and drag and drop the chart at the desired location To remove a chart from the dashboard click the Delete icon at the top right hand corner of the chart To add a chart back on the dashboard click Add Dashlet The Add Dashlet window displays the list of pre defined charts To copy a chart for inclusion in a document take a screen copy such as by using Alt PrtScn on Windows and then crop the captured image in an image editor such as Photoshop 5 2 Organizations Module Use the Organizations module to create and manage customer organizations for your organization Previous name of Organizations Module is Accounts Module The rename is done because it s easy for the user to identify the organization tamtam Welcome John Smith Log Out 8 Ka pe Flexable and Affordable CRM Solutions Sales Marketing Support Activities Collaboration Al Home Organizations Contacts Opportunities Leads Recently Viewed amp Regional Accele G John Smith HiSAcceleratio amp Pantai Holdings amp Success Electro ImpactMesiniag amp Envobpo Service G lmpactBusiness S MultimediaCrea Time Attendance Search Organizations Create Organization Name Ce My Items W Clear EE WEE Ser ren Q E v Delete 1 19 of 19 BEIG Name lt City 2 Billing Country Phone 4 User Email Address Created E Mu
46. ary Start Date Status Pm yyyy Type Email End Date Ir dd mmiyyyy Description 4 A Click on Next takes you to the campaign budget information page Enter information for the following fields e Budget Enter a numerical value for the campaign budget Actual Cost Enter the actual cost of the campaign Expected Cost Enter the expected cost of the campaign Expected Revenue Enter the estimated revenue from the campaign Currency From the drop down list select the currency used for the campaign See below for an example of the completed form Page 62 76 TAMTAMCRM 2012 tamtam a tricubes company Campaign Create Campaign Header Campaign Budget Budget Enter the budget to calculate the ROI Trackers Target Lists Budget 1000 Actual Cost 125 Marketing S Expected Revenue 5000 Expected Cost 130 Send Email Summary Currency Malaysian Ringgit RM E Impressions fo Objective 5 Click Next On the Campaign Tracker URLs page enter information for the following fields Tracker Name Enter a tracker name Opt out link Select this box to create an opt out tracker that allows targets to unsubscribe from your email campaigns If a target chooses to opt out of an email campaign the system suppresses the target s information to ensure that they never receive any of your email campaigns The system also automatically selects the Email Opt Out option on the target s detail page Ho
47. ate Probability 45 Sales Stage Proposal Price Quote Sector Commercial Lead Source Partner Type Existing Business Opportunity Amount MYR 100 000 00 RM Quantity Solution Hardware Channel Hiw Product Next Step Campaign Description Information Assigned to John Smith Date Modified 18 10 2012 03 23pm by John Smith Date Created 05 10 2012 09 41am by John Smith A Activities Create Task 0 0 of 0 No Data A History Create Note or Attachment 0 0 of 0 ubjet late Modified Edit view The edit view allows you to revise the information that you viewed in the detail view Page 9 76 TAMTAMCRM 2012 tamtam a tricubes company 4 4 1 4 4 2 Regional Acceleration Create Vw Sg Qaeme Opportunity Name Organisation Name Success Electionic IL Expected Close Date ff Estimsted Billing Date sda Revised Closed Date C je Month Yr Log Age Of Opportunity ll Currency Malaysian Ringgit RM iw Opportunity Amount 100 000 00 Information iar Cn To View and Edit Record Information Click the record name on the list to view its details Then click the Edit button on the top of the page if you want to edit the record Regional Acceleration Create 4 20 20 gt pportunity Name Regional Acceleration Organisation Name Success Electronic Expected Close Date 17 09 2012 Age Of Opportunity Estimated Billing Date Revised Closed Date Probability
48. ationship with your customers not only the marketing and sales aspects of that relationship but also the ongoing service and support aspects TamTamCRM represents one of the best systems available in the market for the manner in which the system is navigated The TamTamCRM navigation is simple and easy Just click the tab placed across the top to access specific function of such as Home Organizations Product Installation Unit Cases Activities Contacts Opportunities Leads Documents Emails Campaigns Projects You will be able to handle your customer accounts through the business cycle with the modules listed above The cycle would begin by producing and segmenting leads to scheduling day to day business activities and generating reports Page 4 76 TAMTAMCRM 2012 tamtam a tricubes company 3 1 3 2 3 3 Most of the steps in the business cycle are connected thus TamTamCRM has related sub panels in each of the module which would speed up and ease the navigation When you open some activity say an account you will see sub tabs below the detail view of the activity The sub tabs contain links on various fields clicking on which will take you to the the related contact or the related account or other related feature Besides you can not only view and edit this information but also create new information TamTamCRM s Basic Functions Below are the basic functions of TamTamCRM e Creating organizations branc
49. company Title TamTamCRM User Manual Confidential Create F Create e Note Overview Attachment a Dem Note Other Assigned to bey 5 6 4 Using Calendar Use the Calendar module to view and to create activities such as appointments calls meetings and tasks To view your calendar by day week month or year as well as to view your shared calendar click the Activity Module at the top of the main screen Calendar a Previous Week 2 December 2012 8 December 2012 Next Week p 08 00am a 09 00am 10 00am 11 00am 12 00pm 01 00pm m 02 00pm 03 00pm 04 00pm 05 00pm 06 00pm In each format any planned activities with associated dates are displayed such as Calls Meetings Tasks Notes and Emails Icons are used to indicate the type of activity for a call for a task For a meeting Page 35 76 TAMTAMCRM 2012 tamtam a tricubes company 5 6 5 You can click on any activity on your calendar to edit the information You can move backwards and forwards in the calendar by one day week month or year In the week month or year format you can click on any date to view it in day format For any scheduled call or meeting you can create a related note or attachment For example you can add a note summarizing the outcome of a call or a meeting You can also perform other activities related to a call or a meeting such as creating a task and archiving emails For more i
50. cords in a sub panel see To manage related information in sub panels 5 7 3 Creating Contacts from vCards You can also create a new contact in TamTamCRM importing a vCard file from your local file system To import a vCard 1 In the Action bar click Create Contact from vCard 2 On the Contacts Import VCard page click Browse to navigate to the vCard location on the local file system 3 In the Choose File dialog box select the file and click Open 4 The file path displays in the Contacts Import vCard field 5 Click Import vCard See below Sales Marketing Support Activities Collaboration All Home Organizations Contacts Opportunities Leads Recently Viewed Sales Make call io Mo RR Meeting within HIS Acceleratio BPO EI Nicholas Empam CATT Infrastru E Mohd Razlan Sam ES Multimedia Crea Payment Gateway Actions EI Create Contact Create Contact From vCard ICT View Contacts J Import Contacts Note The latest version of SugarCRM is 6 5 5 Please visit support_sugarcrm com to acquire the latest version Import vCard lesen Automatically create a new contact by importing a vCard from your file system Be gone The information in the vCard displays on a new Contacts detail page The system displays a vCard button adjacent to the contact name You can click this button to open the Page 40 76 TAMTAMCRM 2012 tamiam a tricubes company 5 8 vCard file and edit the infor
51. dress and port number respectively Enable SMTP over SSL or TSL Select this option if you are using the POPS protocol and the mail server requires SSL Use SMTP Authentication Select this option if the mail server requires authentication to send out the email SMTP Username Enter your username for the mail account SMTP Password Enter your password for the mail account 2 Click done to add the mail server click Cancel if you do not want to add the mail server 3 Click Test Settings to ensure that the settings are correctly configured See the example of a mail server settings page completed Page 52 76 TAMTAMCRM 2012 tamtam a tricubes company Outgoing Mail Server Properties Name Demo Mail Account Choose your Email provider Gmail Yahoo Mail Microsoft Exchange SMTP Server smtp gmail SMTP Port 465 9 Enable SMTP over SSL or TLS SSL A Use SMTP Authentication SMTP Username info demo com SMTP Password Send Tes Ena After you have created your email account and added a mail server for outbound mails you can start working with your emails The procedure of working with Emails Module in TamTamCRM has very much in common with using other email clients 5 11 2 Compose an Email 1 To compose an Email on the emails home page click Compose Email 2 Onthe Compose Email page enter information for the following fields From Enter the name of the individual who sent o
52. e the Dashlets to view and manage charts based on custom and predefined reports A chart is a graphical display of report output Pipeline By Sales Stage Pipeline total is RM8 148K o 2000 Prospecting RM2 000 00K Needs Analysis RM3S 00K id Decision Makers Neootiation Review Bos RM5 340 01 Opportunity size in RM1K admin Fa sivaraj Customizing Predefined Charts Page 20 76 TAMTAMCRM 2012 tamiam a tricubes company TamTamCRM provides several charts based on predefined reports You can use these charts to view sales and opportunities for your organization Each distinctively colored area on a chart is linked to the data set that it represents You can click any colored area to drill down to the underlying data To enhance performance the system does not automatically recalculated chart data each time you click the Ce Dashboard tab To recalculate the data source for a specific chart click the associated Refresh button above the chart You cannot delete predefined charts but you can edit them to suit your requirements TamTamCRM provides the following predefined charts All Opportunities by Lead Source A pie chart of that displays the proportion of total sales opportunities for each lead source All Opportunities by Lead Source by Outcome A horizontal stacked bar chart that displays total opportunities for each lead source Each bar is made up of multi colored segments which represent the outco
53. en you select IMAP as the protocol By default the system monitors the inbox To monitor other folder select to view a list of folder Trash Folder To select a trash folder from the folder lists click Select After that click OK Sent Folder To add a folder to view your outbound emails click select After you specify a folder click OK 4 Click test setting to ensure that the setting are correctly configured In the Outgoing Email section enter the following information From Name Enter the name of the sender From Address Enter the sender s address Reply to Address Enter the sender s reply address Outgoing SMTP Mail Server From the drop down list select a mail server for outbound emails or add new SMTP Mail Server 5 Click Done to create the mail account 6 Click Clear Form to reset filled data 7 To close window click close To add a mail server for outbound emails 1 Click the Add button located on the Outgoing Mail Server The Outbound Mail Server page displays on the screen The Outbound Mail Server Properties page displays on the screen You can select Gmail Yahoo Exchange or Other 1 Enter information for the following fields Name Enter a name for the account SMTP Server Enter the SMTP mail server s address SMTP Port Enter the mail server s port number To add Google s Gmail server click Set Gmail Defaults The system fills in the SMTP Server and SMTP Port fields with the Gmail server ad
54. er Address Street City State Postal Code and Country Address Information Enter the primary address and other address information To copy the other address from the primary address select the Copy address from left checkbox If you select a lead from the Lead list the system automatically enters the address for you However you can edit this information if needed e Email Address Enter an emails address for the organization and your contacts and campaign targets within the organization If an email address is incorrect select Invalid to indicate it If you sent out campaign emails this contact and the individual chose to opt out of receiving them select Opted Out To add an additional email address click Add Address You can add multiple email addresses e Lead Source From the drop down list select the origins of the lead such as Trade Show or Direct Mail e Lead Source Description Enter a brief description of the lead source Status From the drop down list select the status of the lead such as New or In Process Page 45 76 TAMTAMCRM 2012 tamiam a tricubes company e Status Description Enter a brief description for the lead status e Opportunity Amount Enter the opportunities amount for these leads Campaign To associate the lead with a campaign enter the campaign name or click Select to select it from the Campaigns list Referred by If someone referred the lead to you enter the information in this field E
55. er a brief description of the document 3 Click Save to create the document click Cancel to return to the document list without saving the document 4 Look at the filled in example of Create Document herein below Actions Create Document View Documents Note The latest version of SugarCRM is 6 5 5 Please visit support sugarcrm com to acquire the latest version Create Create Overview File Name C Users emyrmaboy Downloads 1 Browse_ Status Document Name Contact From Tam Tam xs Revision Document Type Mail Merge Lel Template EI Publish Date 03712202 je Category Expiration Date 06 12 2012 a Sub Category Product Brochures Description Related Document a The file will now be displayed in the documents list as well as on the detail page in the Download File field Click the attachment to open it or to save it to your local machine To manage documents To sorta list view click any column title which has the 38 png icon beside it to reverse the sort order click the column title again To edit or delete some or all the documents use the Mass Update panel To view the details of a document on the Documents home page click its name in the list links to attachments if any are displayed below Description To view an attachment click the attachment link To edit a document on the detail page click Edit To duplicate a document on the detail page clic
56. eted before you attempt to launch the campaign To run diagnostics 1 In the Action menu of the Campaigns module click View Diagnostics The Campaign Diagnostics page displays on the screen Campaign Diagnostics A Create ik Email Components E mail Settings have been configured From Name From Address Mail Transfer Agent SMTP Server SMTP Username TamTamCRM webmaster tamtamcrm com smtp gmail com webmaster tamtamcrm com 1 Mail account s with bounce handling detected Mail Account Name User Name Monitored Folder Mail Server Address Status Training webmaster tamtamcrm com INBOX smtp gmail com Active i Jf Scheduler Components Schedulers detected Run Nightly Mass Email Campaigns Active If the email settings and a bounce handling inbox have not been configured warning messages display on this page Contact your administrator to complete these tasks 2 To perform the diagnostics again click Re Check Page 64 76 TAMTAMCRM 2012 tamtam a tricubes company 5 12 8 5 12 9 Testing Campaigns Before you launch an email or newsletter campaign it is recommended that you test it check how different email clients display the campaign message To test a campaign click Send Test and on the Campaign s detail page select the message and click Send Ensure that you are sending out the campaign to the Test target list Note that in test mode the system disables your suppression lists Therefore the campaign
57. fcb7f Date Created Date Modified Date Modified bd Created By ID Created By ID Lel 1 Modified By ID Modified By ID A c0b2cd4d 796c 1dab f444 4f212568c5e0 The Import Results page lists the imported data and lists how many fields were successfully imported and how many were skipped 5 To import additional data click Import More 6 To end the task click Finished 7 If you do not want to save the imported data click Undo Last Import You can click Try Again to restart the import process To import organization data If you are importing organization data from a system proceed to step 4 If you exported contact data and need to massage it to act as organization data to be imported perform steps 1 4 below 1 Copy your exported contacts csv file and save it as Organizations csv 2 Edit the Organizations csv file using Excel First sort the file on the column which contains the company name As you scroll through your data sorted by company name you may see successive records which have the same company name if there is more than one contact from that organization in TamTamCRM terminology To avoid multiple copies of the same organization within TamTamCRM you need to delete the duplicate contacts And to make sure that the most complete information is attached to the organization record retain only the contact whose address and telephone information best represents the organization as a whole Also look out for company names which
58. fields from the Leads page displays on the screen Lead Form Wizard Drag and drop lead fields in column 1 amp 2 Available Fields Description Salutation First Name Last Name Position Department Do Not Call Home Phone Mobile Office Phone Other Phone Add All Fields 2 Click and drag the desired fields from the Available Fields list to the First Column or the Second Column list To move all the fields click Add All Fields 3 Click Next The Form Properties page displays on the page Lead Form Wizard Create Form Header Web to lead form for Campaign Form Description Submitting this form will create a lead and link with campaign Post URL http www tamtamecrm com is index php entryPoint W ebT oLead E Edit Post URL Redirect URL Related Campaign _ fF 4 Enter information for the following fields e Form header The default header displays You can delete it and enter the desired header information e Form description Enter a brief description of the form Page 68 76 TAMTAMCRM 2012 tamtam tricubes company a 5 13 Submit button label The default label displays on the page You can delete it and enter the desired label Post URL The default location where the lead information will be stored displays on the page To edit this information select the Edit post URL box and then enter the new location Redirect URL Enter the redirect URL For more information see Creat
59. formation through Outlook 2003 Other systems tend to work in similar ways 1 Under the File menu select Import and Export The Import and Export Wizard dialog box displays on the page 2 Select Export to a file and click Next 3 Select the option to create a file of the tyoe Comma Separated Values Windows and click Next 4 Select an Outlook folder from which to export typically your contacts folder and click Next 5 Enter the filename and directory location for the exported file to be created and click Next 6 To confirm your intention to export this file click Finish Outlook 2003 creates a CSV file To ensure that the data has been exported successfully you can view the file using Microsoft Excel or a text editor Now you can import the contact data During import ensure that you correctly map the names of the incoming fields with the names of the corresponding TamTamCRM fields If you are importing from Outlook a particularly important field mapping is the incoming Company field to the Organization Name field within TamTamCRM This is required to ensure that contacts are associated with the correct organizations To import data 1 In the Action bar of the module s home page click Import Actions Create Contact Create ContactFromvCard EJ View Contacts 2 You must now upload the file that you saved on your local file system In the Select file field enter the path to the file location or click Bro
60. from the User list By default it is assigned to you Description Enter a brief description of the target list 3 Click Save to save the target list click Cancel to exit the page without creating the list To create a target 1 In the Action bar click Create Target Note Targets are stand alone records that are not attached to Contacts or Leads If you plan to send emails to existing Contacts or Leads you can skip the step below 2 On the Targets page enter information for the following fields First Name Enter the target s first name Last Name Enter the target s last name Office Phone Enter the target s work number Mobile Enter the target s mobile phone number Fax Enter the target s fax number Title Enter the target s title Department Enter the name of the department to which the target belongs Organization Name Enter the name of the organization related to the target Do Not Call Select this box to add the target s name to the Do Not Call list Assigned to Select the user who has ownership of the account related to the target Email Address Enter one or more emails addresses for the contact and select Primary If an email address is incorrect select Invalid to indicate it If you sent out campaign emails this contact and the individual chose to opt out of receiving them select Opted Out To add an additional email address click Add Address You can add multiple email addresses Address Informa
61. ge 53 76 TAMTAMCRM 2012 tamtam a tricubes company campaign activity For more information on email campaigns see Executing an Email Campaign You can use email templates to create automated responses when you receive inbound emails regarding a specific topic such as a bug or a case To create an email template 1 In the Action bar click Create Email Template and you will see the form to fill in 2ye Paragragh Fotfsmiy Fot size si AE da SIS o a 2 Enter information for the following fields e Name Enter a name for the template e Assigned To To assign the template to user click the arrow button and select from the user e Description Enter a brief description about the template e Insert Variable From the drop down list select a record such as contact and select a field such as Full Name and click Insert The system displays the variable in the Body field 3 Insert Tracker URL This field displays only when you create the template from the email marketing record of an Email campaign From the drop down list select the tracker URL to insert and click Insert URL Reference The Body field displays a link named Default link text The adjoining field displays the tracker name for plain text format Use this if you want to display the email in plain text format 4 Subject Enter the title of the message 5 Body Enter the email message You can also embed images and add URL links To view and
62. gle records to update and clean up the data You can merge records in the following modules Organizations or Accounts Contacts Leads Opportunities and Cases To merge duplicate records 1 On the module s home page select the duplicate records and click the Merge Duplicates link wm TTT wgl TTT geneg Clear EE Delete v Selected 2 1 14 of 14 Email Date Created Position lt Organization Name lt Email Office Phone lt User Mass Update E Gi merge bo Instyle Technologies Sdn Bhd razian instvietech com 03 1654 3578 oa e Add To Target List C Q z Xeon Sdn Bhd ismail xeon com 03 6342 6437 e SEH i Export E ole ten Lee Dynasty Network Sdn Bhd allen dvnastynetwork com 03 4644 5359 e con 3 E Sandra Yeon Moltrex Solution Sdn Bhd sandrayeoh moltrexcom 03 7835 2946 co F Rahimah Rahim Instyle Technologies Sdn Bhd rahimah rahim instyletech com 03 1654 6678 Cim FH ava 06 04 2014 ul Fahmi Mohammad Multimedia Creative Sdn Bhd abdulfahmi multicreative com 03 4834 2958 S 02 39pm amp E M Saravanan White Motion Sdn Bhd saravanan whitemotion com 03 4867 2435 eh e E Yvonne Chin Xeon Sdn Bhd wonne chin xeon com 03 6342 6437 ei See OO Raffi Azlan Dynasty Network Sdn Bhd raffi azian dynasty net com 03 4644 5359 e AE li 2 The Merge Records page displays fields from primary record on the left and fields from the duplicate records on the right Note
63. h as meetings activities and Organizations on your home page On the picture below the dashlets on our TamTamCRM s home page are outlined with red color My Leads Lei x My Top Open Opportunities Lei CH Name Position 2 Office Phone 2 Email Address Expected Opportunity Name Organisation Name E e Shamsul Akhbar 03 3425 3489 shamsul akhbar mssolutioncom patent s oe Siti Zubaidah Abdul Aziz Project Manager 03 1234 5678 zubaidah aziz instyletech com La mS Acceleration Pantai Holdings RM110 000 00 24 09 2012 My Calls e Regional Acceleration Success Electronic RM100 000 00 17 09 2012 Time Attendance Dynasty Network Sdn 1 1 of 1 Deployment Bhd RM150 000 00 14 11 2012 0 D Close Subject 2 Related to Start Date Accept Status Payment Gateway Tricubes Berhad RM45 000 00 14 10 2012 STORE S Instyle Technologies oo blender Sdn Bhd RM50 00 14 09 2012 00am O Make call to Yvonne Chin Xeon Sdn Bhd vi ei OI Planned My Organizations Lei iaaii 2 amp Billing Close Subject Related to SE Accept Name Website Phone Country Date Meeting with Paystation ek Smith 20 05 2012 e Sdn Bhd a 11 00am BMW Malaysia Berhad httpiwww omw com 03 1234 5678 Malaysia need Everfirst Wira Adventure Sdn Bhd httpJAwww efwira com 03 2533 2227 Malaysia EES E e it i i H e Pantai Holdings mp Meeting with Dynasty a Azan 23 05 2012 Success Electronic http Network Sdn Bhd SSES 04 00pm
64. hes and contacts and relating multiple contacts to a single organization and branches Creating product and installation units Creating project Following links between related data Creating and tracking the Sales Pipeline from leads to opportunities to contacts and organizations Creating and monitoring sales activities and accumulating activity history scheduling activities with colleagues by referring to their calendars TamTamCRM s Basic Features TamTamCRM is provided with a number of useful features which help manage information and processes around your relationship with your customers Fundamental features include e Sales force automation This includes lead capture and the promotion of leads to Opportunities e Lead source analysis of sales and opportunities e Document management and revision control This helps in managing and retaining reference copies of important corporate documents e Opportunity tracking This tracks the sales stage and percentage likelihood Definition of sales teams and territories This helps in managing information sharing and tracking sales performance by territory e Shared calendar management This can be used for arranging meetings Service case tracking There are also other service support capabilities such as tracking software bugs and managing support contract renewals Flexible reporting This extracts precisely the information you want to see Corporate directory This can be used fo
65. iewed the message how many open any links that were included in the campaign email and how many opted out of the campaign A list of any campaign emails are still in the queue to be sent out A list of processed campaign emails A list of targets who viewed the campaign email A list of targets who viewed any links that were included in the campaign email A list of leads that were created as a result of the campaign These leads are created when targets identify the campaign and as a result are converted into leads A list of contacts that were created as a result of the campaign These contacts are created when leads identify the campaign and as a result are converted into contacts A list of campaign emails that bounced back because of invalid email addresses Note that this information is tracked only if your administrator has scheduled a job to track bounced emails A list of campaign emails that bounced back for other reasons A list of targets that opted out of the campaign A list of opportunities that were generated from the campaign To view campaign status 1 To view a campaign s statistics click the View Status link located below the Print icon on the Campaign detail page The system displays the campaign s status Mail Merge T Create Name Mail Merge Assigned to System Administrstor Status Active Team Start Date 16 10 2012 Date Modified 16 10 2012 03 53pm by System Administrator End Da
66. import a target list first associate it with targets and then associate it with a Campaign However you can also create a campaign first and then associate it with a target list The general process is as follows Page 55 76 TAMTAMCRM 2012 tamtam a tricubes company Targets p Target List e Campaign A target list can specify either individual who need to be included in a campaign or excluded from a campaign To create a target list 1 From the Actions bar on the Campaigns Home page click Create Target List 2 On the Target Lists page enter the following information Name Enter a name for the target list Type ae the drop down list select the target list type Default A list of people who are the campaign targets and receive the campaign email Seed A list of people who need to receive the campaign email but must not be tracked as potential leads Typically these are individuals who need to approve the campaign before it is launched Test A list of people who receive the campaign email to test how different email clients display the campaign message before you send it out to the default list Suppression List A list of people you want excluded from the campaign email recipient list Typically these are people who chose to opt out of receiving your campaign message Suppression lists can be by ID email address or domain Assigned to Enter the name of the user assigned to this list click Select to select
67. ing Tracker Redirect URLs Related campaign Enter the name of the campaign that is related to this lead form To select from the Campaigns list click Select Assigned to Enter the name of the user who is assigned to this form To select from the Users list click Select Form footer Enter the form footer if needed 5 To create the form click Generate Form The system generates the form and displays it on the FCK editor Save Web To Lead Form Indicates required field m O B ITU xl ESEIA a7 Styles Heading2 Fontfamily Font size Xaa Gh Gh 4a 8 EGE Rp N A gls x oi a A D 44 I A aal a tim F 8 id 2 19 9 9 Web to lead form for Campaign Submitting this form will create a lead and link with campaign Salutation none v Mobile First Name Last Name zk Email Address Submit _ You can edit the form in this editor if needed 6 To save the form click Save Web To Lead Form The system saves it on your TamTamCRM server in the cache generated_forms folder You can copy the form from the cache to a different location 7 To view the form click the Web To Lead Form link at the top of the page Projects Module Use the Project Module to create manage and duplicate projects and project task To create a project 1 Inthe Action bar click Create Project 2 On the project page enter the following fields EE f g Name Enter a name for the project Status Select the project statu
68. inistrator After you save the lead the lead s detail page displays on the screen You can create activities and view past marketing activities including a list of any campaigns that were sent out to the lead Managing Lead Information You can manage and track leads through their life cycle To manage leads To search for a lead use the Search sub panel on the Leads Home page as described in Searching for Information on TamTamCRM To export records check off the appropriate leads and click Action gt Select Export To merge duplicates check off the appropriate leads and click Action gt Select Merge and follow the process described in To merge duplicate records To find duplicates a lead on the detail page clicks Find Duplicates To track changes to the lead information over time click the View Change Log link To edit or delete information some or all of the leads check off appropriate leads click Action gt Delete Page 46 76 TAMTAMCRM 2012 tamtam tricubes company a 5 10 Note To view detail information click on the lead name the list To edit information on the detail page click Edit To manage newsletter subscriptions on the detail page click Manage Subscriptions To add the individual to a newsletter subscription mailing list select the newsletter from the Available Newsletters list and drag it to the Newsletters Subscribed To list Similarly to remove the individu
69. ions Units Module Cases Module Activities Module Contacts Module Opportunities Module Leads Module Documents Module Emails Module Campaigns Module Projects Module Home Module When you login into the TamTamCRM the Home module will be displayed on the screen Tabs for other modules display alongside the TamTamCR M tab By default the Home page displays the dashlets listed below You can remove the ones that you do not need and add other dashlets Discover TamTamCRM Displays TamTamCRM web site My Top Open Opportunities Lists the opportunities that you share with other team members My Leads Lists the leads that you share with other team members My Contacts Lists contacts that you share with other team members My Organizations Displays organizations assigned to you by yourself or other users and shared with other team members My Feed The TamTamCRM Feed dashlet on your Home page enables users to notify each other immediately when one of you creates a new contact lead opportunity or case Users are Page 19 76 TAMTAMCRM 2012 tamtam a tricubes company also notified when a lead is converted and when a case or opportunity is closed Additionally the User Feed enables you to post your status along with external links images and YouTube videos TamTamCRM News Displays TamTamCRM news My Meetings Lists invitations to meetings se
70. ith the Campaign Wizard see Using the Campaign Wizard The Campaigns module provides an embedded Return on Investment ROI form that you can use to gauge the success of an executed campaign For more information see Viewing a Campaign s Return on Investment Types of Campaigns You can create the many types of marketing campaigns such as Email Newsletter Mail Web Radio Television Print and Telesales When you create a campaign such as Mail and Radio you are creating a record in TamTamCRM for your reference However you cannot execute the campaign through TamTamCRM In contract when you create an Email campaign or a Newsletter campaign you can execute it through TamTamCRM In an Email campaign you send out a one time email with the information that is of interest to your targets In a newsletter campaign you email a newsletter to your targets on a regular basis For example a newsletter can contain information on product updates You can send out a newsletter on a weekly monthly quarterly or yearly basis To measure the campaign s success you can view statistics such as the number of targets that responded the number of opportunities that were created and the generated revenue Page 57 76 TAMTAMCRM 2012 tamtam a tricubes company After you launch an Email or Newsletter campaign you can view its status to determine its success For example you can view how many targets viewed the campaign email how
71. k Duplicate Duplication is a convenient way of creating a similar document You can change the information in the duplicate record to create a new document To delete a document on the detail page click Delete To track changes to the document over time click the View Change Log link below the Edit button To export documents select them in the Document List sub panel on the Documents Home page click the Export icon and export them as described in Exporting Data To update an attachment 1 Inthe Document Revisions sub panel of the documents detail page click Create Page 48 76 TAMTAMCRM 2012 tamtam a tricube s company 5 11 Parking Management System Edt Y Overview File Name Create Lal 2 of 5 DN License Agreement docx Status Active Document Name Parking Management System Revision Document Type Template Publish Date 30 08 2012 Category Marketing Expiration Date 31 12 2012 Sub Category FAQ Description Related Document Related Document Assigned to Revision Revision Details Revision Created By System Administrator Last Revision Create 30 08 2012 02 42pm Date A Document Revisions 1 1 of 1 License Agreement docx 1 Henig Administrator Document Created 2 The Documents Revision page displays on the screen The current document name and revision number appear on this page 3 Enter information for the following fields e FileN
72. k Select to choose from the existing list of organizations e Address Information Enter the primary address and other address information To copy information from one section to the other you can enter the address information on either one of the sections and click the arrow buttons If you select a contact from the Contact s list the system automatically enters the address for you However you can edit this information if needed e Email Address Enter an emails address for the contact and select Primary If an email address is incorrect select Invalid to indicate it If you sent out campaign emails this contact and the individual chose to opt out of receiving them select Opted Out To add an additional email address click Add Icon You can add multiple email addresses e Description Information Enter a brief description for the contact Reports To Click Select and select the contact s supervisor from the Contacts list e Lead Source From the drop down list select the source that generated the lead such as direct mail or trade show e Campaign To associate the contact with a campaign enter the campaign name or click Select to select it from the Campaigns list e Sync to Outlook If you have installed TamTamCRM Plug in for Microsoft Outlook select this box to synchronize this contact information with Outlook e Do Not Call Select this box to add the contact to the Do Not Call list This is to ensure that the contact is not targeted
73. l marketing start date and time that is in the past to queue it for delivery Any emails that bounce back are sent to the From Address defined in this record To create an email marketing record 1 On the campaign s detail page scroll down to the Email Marketing sub panel and click Create Edit tof 10 Launch Wizard View Status View ROI Overview Name Test Campaign Status Active Start Date 19 10 2012 End Date 02 11 2012 Impressions d Budget MYR RM 100 00 Expected Cost MYR RM Actual Cost MYR RM 8 00 Expected Revenue MYR RM Objective Description testing campsign module Administrator Date Modified 19 10 2012 04 05pm by Administrator 19 10 2012 03 56pm by Administrator A Target List Create 1 1 of 1 Asidlkkjhklasdf Default A Tracker URLs Create 1 2 of 2 Registration http Avww tamtamorm com 6 Unsubscribe index php 7entryPoint removeme ze Email Marketing Creste 1 1 of 1 Start Date gt gt Email Template 2 On the Email Marketing page enter information for the following fields e Name Enter a name for the record e Status From the drop down list select Active if the record is in use select Inactive if the record is not in use Only active records will be queued for campaign launch e Use Mailbox From the drop down list select a mailbox that is set up for Bounce Handling e From Name Enter the name of the organization or person
74. list use the Mass Update panel To view the details of an organization click its name in the list The detail page displays sub panels for related records such as Activities History Contacts Opportunities and Leads You can create new records or edit existing ones To export records check appropriate organizations click Action gt Export and follow the process described in Exporting Data To import records select Import from Action bar To merge duplicates click the Merge Duplicates link and following the process described in Merging Duplicate Records To edit an organization on the detail page click Edit make the necessary changes and click Save To duplicate an organization on the detail page click Duplicate and click Save The system duplicates the organization and displays its detail page Duplication is a convenient way of creating a similar organization You can change the information in the duplicate record to create a new organization To delete the organization on the detail page click Delete To track changes to organization information on the organization detail page click View Change Log below the Edit button To view or manage related records in a sub panel see Io manage related information in sub panels 5 3 Products Module This module is to record the Products installed or purchased by any organization This module will give you the records that which product is on
75. ltimedia Creative Sdn Bhd Klang Malaysia 03 4834 2958 Sivaraj Selvam info multicreative com in Er E Dynasty Network Sdn Bhd Kelana Jaya Malaysia 03 4644 5359 Khairul Johari info dynastynetwork com laa B BMW Malaysia Berhad Bandar Melaka Malaysia 03 1234 5678 John Smith info bmw com my reining i 7 Riaida Malaysia Sdn Bhd Cheras Malaysia 03 2542 5320 Sivaraj Selvam info ryde com my uae en a Finlatenod Sdn Bhd Bukit Damansara Malaysia 03 3285 1368 Khairul Johari info fisb com 07 04 2013 y 07 51pm An organization contains your customer information such as name and address Each organization can be associated with other records such as opportunities and contacts 5 2 1 To Create an Organization 1 Click Create button on the right side of page Optionally you can use the Create Organization quick form 2 On the Organizations page enter the following information Organization Name Enter a name for the organization Website Enter the URL for the organization s Web site Office Phone Enter the phone number of the organization Fax Enter the fax number for the organization Page 22 76 TAMTAMCRM 2012 tamiam a tricubes company Title TamTamCRM User Manual Confidential e Address Information Enter the primary address and other address information To copy the other address from the primary address select the Copy address from left checkbox e Email Address Enter an emails address for the organization a
76. m the respective sub panels Executing an Email Campaign The process of executing an email campaign consists of the following steps 1 Create an email campaign as described in Io create a campaign Alternatively you can use the campaign wizard to create the campaign as described in Using the Campaign Wizard The Campaign wizard will guide you through the steps listed below 2 Specify the targets as described in Creating and Importing Campaign Targets You can import targets or create a new target list or merge with existing target list You can also select individuals from a lead report or a contact report 3 Create an email template containing the message you want to convey to your targets For more information see Creating Email Templates 4 Specify an inbox for bounce handling This is required to handle campaign emails that bounce back to you Only administrators can set up mailboxes for inbound emails When you create a bounce handling inbox all bounced campaign emails are routed to that inbox Bounced emails contain specific identifiers that enable you to tell them apart from emails that are responses from your targets 5 Create an email marketing record that specifies information such as the target list the email template the campaign start date and the bounce handling inbox For more information see Creating Email Marketing Records 6 Optionally specify one or more Tracker Redirect URLs to track
77. mail Opt Out Select this box if the lead opted to not share their email address with you Invalid Email If an email address is invalid select this box Do Not Call Check this box to add the lead s name to the Do Not Call list This is to ensure that the lead is not targeted during campaigns e Assigned to Enter the name of the individual who is responsible for the lead To choose an existing user click Select and choose the person from the User List By default this is assigned to you e Description Enter a brief description for the lead 2 Click Save to save the new lead information click Cancel to return to the Leads home page without saving the information See the example of the completed Create Lead form below Ben Chai Create Converted Organization Rigida Malaysia Sdn Bhd Edit v 1 of 6 In Overview Name Ben Chai Office Phone 03 3168 5489 Position General Manager Mobile Department Fax Organization Name Rigida Malaysia Sdn Bhd Website http Primary Address 11 Jin Selat Selatan 23 Kaw Perindustrian Other Address Klang Klang Selangor 42000 Malaysia Email Address ben chai ryde com my Primary Description More Information Status New Lead Source Status Description Lead Source Description Opportunity Amount Referred By Campaign Do Not Call Assigned to Sivaraj Selvam Date Modified 30 08 2012 12 30pm by System Administrator Date Created 28 08 2012 11 48am by System Adm
78. many clicked any links that were included in the email and how many leads and contacts were created from the campaign For more information see Managing Campaigns To capture leads from an email or a newsletter campaign you can create a Web to Lead form For more information see Creating Web to Lead Forms For Email campaigns you can embed images in your email templates instead of sending them as attachments This prevents your emails from being reported as spam For more information on embedding images see Creating Email Templates A campaign diagnostic tool is provided to help you ensure that all pending administrative tasks such as setting up a bounce handling inbox have been completed For more information see Using the Campaign Wizard Note You must be an administrator to use the Email Setup option that displays in the Action bar To create a campaign Classic 1 From the Action bar select Create Campaign Classic 2 Enter information for the following fields Name Enter the campaign name Status From the drop down list select the current status of the campaign Start Date Click the Calendar icon and select the date on which the campaign begins End Date Click the Calendar icon and select the date on which the campaign ends Type From the drop down list select the campaign type such as email or trade show For more information on email campaigns see Executing an Email Campaign e Curre
79. mation To edit the contact information click Edit in the Contacts detail page To duplicate the information click Duplicate in the Contacts detail page To delete the information click Delete in the Contacts detail page Opportunities Module Use the Opportunities module to create and manage sales opportunities for your organization The Action bar displays the following options Create Opportunity View Opportunities and Import Opportunities Sales Marketing Support Activities Collaboration All Home Organizations Contacts Opportunities Leads Recently Viewed Sales P MakecalltoMo D I Heetng win In HIS Acceleratio APO Nicholas Empam G CAITInfrastru Mohd Razlan Sam amp Multimedia Crea amp Payment Gateway Actions ZS Create Opportunity View Opportunities E Import Opportunities Note The latest version of SugarCRM is 6 5 5 Please visit support sugarcrm com to acquire the latest version Search Opportunities AH Create Opportunity Name ae Organisation Name Fo mara My Items W Clear EES Q ls Delete 1 22 of 22 Original Closed Revised Closed Name lt Organization Name Sales Stage lt Amount lt g f Date 2 Date Proposal Price RM100 000 00 26 01 2012 03 02 2012 Quote Access Control System instyle Technologies Sdn Bhd Biometrics Solution White Motion Sdn Bhd Perception Analysis RM1 000 000 00 16 02 2012 23 02 2012 blender Instyle Technologies Sdn Bhd Prospecting RM50 00 14 09 2012
80. me proportions for that lead source Outcome by Month A stacked bar chart where each bar displays the total sales pipeline for each month Each bar is made up of multi colored segments which represent the outcome proportions for the pipeline in that month Campaign ROI Displays a campaign s return on investment My Pipeline by Sales Stage A horizontal stacked bar chat that displays total opportunities for each sales stage Each bar is made up of multi colored segments which represent the outcome Pipeline by Sales Stage This is a horizontal bar chart that displays the total ringgit or dollar amounts for all you opportunities grouped by sales stage To customize a predefined chart 1 On the Home Module click the Edit icon on the top right corner of the chart A dialog box displays the details of the report on which the chart is based My Pipeline Options Title My Pipeline Auto Refresh Do not auto refresh Expected Close Date From 49 49 2012 Expected Close Date To 49 04 2013 Sales Stages Prospecting Qualification DI gt Needs Analysis Value Proposition er 2 Edit the details as necessary and click Save The chart reflects the changes to the report Page 21 76 TAMTAMCRM 2012 tamtam a tricubes company To manage charts To ensure that the chart is displaying the latest data click the Refresh icon at the top right hand corner of the chart To change the order in which the ch
81. ment such as Draft or Under Review e Document Name Enter a name for the document e Revision If you revised this document enter the revision number e Document Type Select a pre defined document from the drop down list If the document does not belong to any of the listed types select None e Template Select this box if you are creating a template e Publish Date Click the Calendar icon and select the date when the document is published for other users to view and download it e Category Select a pre defined category from the drop down list If none of the categories apply select None e Sub Category If you selected a category select the category subset if applicable e When you select a Category and Sub Category for the document the document is added to the Document tree using a hierarchical structure The tree structure only displays in the list view and helps organize the files and makes it easier to find documents under a specific subject The values listed in Categories and Sub Categories are defined by the administrator e Expiration Date Click the Calendar icon and select the date when the validity of the document expires e Related Document Click Select to associate a related document Page 47 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Confidential e Related Document Revision From the drop down list select the revision number of the associated document e Description Ent
82. message is sent to targets on your suppression lists The system also disables checks for duplicate email addresses thereby allowing users to send a message multiple times Managing Campaigns Managing campaigns includes tasks such as sorting editing and duplicating campaign information To sort the list view on the Campaigns Home page click any column title which has the 38 png icon beside it to reverse the sort order click the column title again To update information for some or all campaigns on the Campaigns home page use the Mass Update panel To view the campaign s details click the campaign name on the list From the detail page you can create Tracker URLS and Email Marketing Records for email campaigns For more information on email campaigns see Executing an Email Campaign To edit the campaign information on the detail page click Edit To duplicate the campaign information on the detail page click Duplicate After you launch non email campaign such as a Telesales or a Mail campaign you will need to manually mark the campaign as sent To do this click Mark as Sent on the campaign s detail page When you click this button the Campaigns sub panel on a targets detail page indicates the Activity Type as Message Sent to indicate that the campaign material was sent to that individual To delete a campaign on the detail page click the Delete To send a email campaign to the test group
83. n the Email Templates Home page and click Delete To export one or more templates select the templates from the list on the Email Templates Home page and click Export To deselect templates that you selected in the list click Clear All Campaigns Module Use the Campaigns Module to track and manage mass marketing campaigns Campaign Create r Campaign Header Campaign Header Budget Fill out the required fields to help identify the campaign Trackers Marketin R f Status Planning x Send Email Summary Start Date Status Pio Type Email End Date Ir dd mmiyyyy Description Typically a mass marketing campaign targets a large group of individuals or organizations Therefore the Campaign process begins with identifying the targets You can group multiple targets into a target list according to a set of predetermined criteria such as age group or spending habits Creating and Importing Campaign Targets A target is an individual that you have some information on but does not qualify as a lead or contact Targets are stand alone records that are not attached to contacts leads or opportunities However you can add contacts leads and users to a campaign s target list You can add targets to a target list by importing them from a file either CSV or TSV or by selecting them from existing contacts and leads For information on importing targets see Importing Data Usually you create or
84. n the address bar of your Web browser The Login window displays Enter your username and password assigned to you by the system and administrator and click on Login Page 6 76 TAMTAMCRM 2012 tamiam a tricubes company tamtam Flexable and Affordable CRM Solutions Please enter your user name and password User Name Log In Forgot Password If login successful your name will be displayed at the top left of the screen You can click it to view and edit your default settings You can also view the list of modules you are allowed to access and your access permissions such as View Edit and Delete for each module To View and Edit user profile Click your name at the top left of the screen You will redirect to the user profile tab Welcome John Smith Log Out This tab displays users profile information such as first name last name user name phone number address title and email address John Smith ser Profile R d e S d ced External Accounts Regular User User can access modules and records based on roles Employee Information Employee Status Active Display Employee Record PA Position Work Phone a Reports to Other Phone Email Settings Email Address E3 Primary Reply to e Email Client 3 Sugar Ema cient Le Page 7 76 TAMTAMCRM 2012 tamtam a tricubes company To Change the Password Click Password tab In the Current Password field enter your cur
85. name To edit or delete multiple records 1 To edit information on the module s home page select the checkboxes of the records you want to edit 2 In the Mass Update sub panel enter the revised values for the desired fields and click Update The system updates the information in all the selected records The screenshot below displays the Mass Update panel of the Opportunities module Page 12 76 TAMTAMCRM 2012 tamtam a tricubes company Parking Management System GEB Integration Sdn Bhd Id Decision Makers RM250 000 00 13 01 2012 20 01 2012 Visitor Management System Moltrex Solution Sdn Bhd Id Decision Makers RM500 000 00 29 02 2012 05 03 2012 Security Alarm Solution BMW Malaysia Berhad Needs Analysis RM200 000 00 06 08 2012 13 08 2012 Access Control System Instyle Technologies Sdn Bhd Proposal Price Quote RM100 000 00 26 01 2012 03 02 2012 Delete v 1 20 of 20 Mass Update Expected Close Date ddimmiyyyy Sales Stage Kn Update f Cancel To delete records select the checkboxes of the records and click Delete The system deletes the record from the module 4 5 Managing TamTamCRM Dashlets Dashlets are user configurable panels on the Home page that allow you to specify the items that you want to view on your home page A dashlet displays a list of item records that is similar to the list view displayed on a module s home page TamTamCRM displays a collection of dashlets for items suc
86. ncy From the drop down list select the currency used to calculate the budget cost and revenue e Assigned to Enter the name of the user assigned to the campaign to choose a user from the Users list click Select and click the user name o Note The Start Date End Date and Status values are for your records only These values do not impact the execution of an email marketing campaign e Impressions Enter the number of page impressions generated from the campaign You will need to fill in this field after the campaign has commenced Budget Enter the budget for the campaign Actual Cost Enter the actual cost incurred to conduct the campaign Expected Revenue Enter the estimated revenue from the campaign Expected Cost Enter the estimated cost of the campaign Objective Explain the goal of the campaign Description Enter a brief description of the campaign See an example of the completed Create a Campaign form below Page 58 76 TAMTAMCRM 2012 tamtam a tricubes company 5 12 3 Start Date ma Je Loes Type End Date mam Je oatnn yyyy 3 Click Save to save the campaign click Cancel to return to the Campaigns home page without creating the campaign After you click on Save the system displays the campaign s detail page The detail page of an email Campaign or a newsletter campaign displays sub panels for targets tracker URLs and email marketing You can create and view any of this information fro
87. nd your contacts and campaign targets within the organization If an email address is incorrect select Invalid to indicate it If you sent out campaign emails this contact and the individual chose to opt out of receiving them select Opted Out e To add an additional email address click Add Address You can add multiple email addresses Description Enter a brief description for the lead Type Enter the organization category such as Customer or Partner Annual Revenue Enter the annual revenue for the organization SIC Code Enter the Standard Industrial Classification code that indicates your organization s type of business e Member of Enter the names of organization associated with the organization e Campaign Enter a campaign address for the organization e Industry From the drop down list select the industrial sector to which the organization belongs Employees Enter the number of employees in the organization Ticker Symbol Enter the stock ticker symbol for the organization Ownership Specify the owner information Rating Enter the organization s rating in the industry Assigned to Enter the name of the individual who is responsible for communicating with the lead To choose an existing user click Select and choose the person from the User List By default this is assigned to you See an example of the completed Create Organization form below Create e cm Billing Address Shipping Address Street
88. nformation see Activities Module In Day format the calendar lists the hours of the day vertically Click on a specific time to schedule a call or a meeting at that time decide what you want to schedule a call or a meeting enter the subject name and click on Save rn Create Activity x Schedule Meeting Log Call 08 00am Subject Coo O Status Inbound Planned a Se 20 minutes prior a gen Duration o sE hours minutes Reminders V Popup _30 minutes prior e 14 00am F Email 01 00pm 09 00am 02 00pm Description 03 00pm 04 00pm 05 00pm 08 00pm 4 Freda gt Sud Optionally you can create an appointment using the Create Appointment form which allows you to quickly schedule a call or a meeting This form only displays the required fields You can add information for fields after you save the form To Create an Appointment 1 Inthe Create Appointment form select Schedule Call or Schedule Meeting 2 Enter the subject of the call or meeting 3 Click the Calendar icon and select the scheduled date enter the time in the Start Time field below Click Save Page 36 76 TAMTAMCRM 2012 tamiam tricubes company a 5 6 6 Create Save amp Send Invites Close and Create New Overview Create Subject GR Status
89. nge the status from Planned to Held o Not Held If a call or meeting did not occur for any reason change the status from Planned to Not Held e Start Date and Time Click the Calendar icon and select the date from the adjoining drop down lists select the time hours and minutes e Assigned to Specify the user who is responsible for the call or meeting By default it is assigned to you To assign a different user click Select to view the user list and click the desired user name e Duration Enter the number of hours in the adjoining box and select the number of minutes from the drop down list e Related To Optionally enter the name of the related organization or click Select to search for one Instead of an organization you can choose another related record such as an opportunity or contact from the drop down list e Reminder Select this box if you want the system to send out a reminder to everybody on the list prior to the call or meeting Select a time for the reminder from the drop down list below e Description Optionally enter a brief description for the purpose of the call or meeting 3 Click Save to save the call information click Cancel to return to the Calls home page without saving the information See an example of the completed Schedule Call form below Create Save Cancel Save amp Send Invites Close and Create New Overview Subject Status Inbound l Planned Le I Start Date
90. nual Confidential 5 11 EU eege 49 5 11 1 Setting up Your Mail Account 50 Idi CONTI EE 53 5 11 3 Creating Email Templates cccccccccccccccccccccssseecscccceeeenseeseeeeee eee eeeeeeeeeeeeaeeeeeeeeeeeeeaeeeseeeeeeeeaaaeesseeeeeseaaaeees 53 5 12 CANTAT e e E E 55 5 12 1 Creating and Importing Campaign Targets ccccccccccsssccccccccccccssesceccceeeenssssseeeeeeeeaeesseeeeeeesaaaeeseeeeeeeeaaaaees 55 Ideaa C EE SE 5 12 3 Executing an Email Campaign cccccccccccsseeescccecee ee eeeseeceee eee eeeeeeeeeeee eae eeeeeeeeeeaaaeeeeeeeeeesaaaeeseeeeeeeeaaaaess 59 DI24 Creanne EE 60 S42 Credling Tracker Redirect E E 61 3d20 WIS TC Campaien WO E 62 5 12 7 Running Campaign Diagnostics ccccccccsecccccc ee eeecee ee eeeee cent bese eee A EEE EEE EGA SEEE EEE GALES EEA AMEE SEEG GMa EE EEE EBA E EEE 64 Del ONE EE 65 5 12 9 Managing CAMPOS vscsscisesiacsartienssieititeineaissdiniividdin Meee GU aria Hii A Uae 65 5 12 10 Viewing EE 65 5 12 11 Viewing a Campaign e Return on Juvesetment 67 5 12 12 Creating Web to Lead E 67 5 13 EEN 69 6 IMPORTING AND EXPORTING Ee Eenegkeet 71 oo mmm Ke ug e E E fal oy ORIN DA Wy eee ere Serene eet E E ere rte ee re ere rrr ee 74 Page 3 76 TAMTAMCRM 2012 tamtam a tricubes company Introduction Welcome TamTamCRM is a Customer Relationship Management Application which will enable you to proficiently manage populate and update your customer relationship information TamTam
91. om the dropdown list Page 41 76 TAMTAMCRM 2012 tamtam company a tricubes Title TamTamCRM User Manual Confidential Quantity Enter quantity of the opportunities Type From the drop down list specify whether the opportunity is from an existing customer or a potential customer Campaign To associate an opportunity with a campaign enter the campaign name or click Select to select it from the Campaigns list Organization Name Enter the name of the organization related to the opportunity To choose from the list of existing organizations click Select Expected Close Date The expected or estimated close date for this particular opportunity Estimate Billing Date The expected or estimated billing date for this particular opportunity Revised Closed Date The expected or revised close date for this particular opportunity Sales Stage The current stage of this opportunity Lead Source From the drop down list specify the lead source such as Trade Show or Cold Call Opportunities Amount Enter the estimated amount of the closing a sale Solution Select the solution for these opportunities Channel Enter the channel for these opportunities H W product Enter the h w product for these opportunities Next Step Enter the next step in closing a sale Assigned to Enter the name of the individual who is responsible for working on the opportunity To choose an existing user click Select and choose the person from the
92. on pl 7 p From Subject Date Sent To Mail Delivery Subsystem lt n Delivery Status Notification Failure 28 08 2012 12 40pm webmaster tamtamerr a fa TamTsmCRM Mail Delivery Subsystem lt n Delivery Status Notification Failure 28 08 2012 12 39pm webmaster tamtamcr H E My Email Mail Delivery Subsystem lt m Delivery Status Notification Failure 28 08 2012 12 14pm webmaster tamtamam Kevin Baldacci lt insideview New ebook The Sales Intelligence Blueprint 23 08 2012 11 38pm webmaster tamtamerr InsideView lt insideview ir A little mid August B2B Sales Morning Read 16 08 2012 10 32pm webmaster tamtamer Mail Delivery Subsystem lt n Delivery Status Notification Failure 10 08 2012 12 00am webmaster tamtamcr InsideView lt insideview ir Social Selling Rockstar Want Better Customer 09 08 2012 10 20pm webmaster tamtamerr Mail Delivery Subsystem lt n Delivery Status Notification Delay 08 08 2012 09 07pm webmaster tamtamer Joe Lucas lt insideview in Free Webinar Demystifying Sales Enablement 07 08 2012 11 10pm webmaster tamtamcrr Mail Delivery Subsystem lt n Delivery Status Notification Delay 07 08 2012 09 00pm webmaster tamtamecrn ke ES 1 You can use the new Emails module as an email client to manage your inbound and outbound emails You can send the emails that you compose in TamTamCRM through any of your external mail account In addition the Emails module offers the following features Ability to create Gr
93. on Name C fB 9 e 8 9 9 Bhea_installation_units Cees Bhea_Products Cle To manage cases 1 To edit or delete some or all cases use the Mass Update panel 2 To view the details of a case on the Cases home page click on the case name in the list 3 To edit the case details click Edit on the detail page make the changes and click Save 4 To import records select Import from the Actions bar on the Cases tab 5 To export information on one or more cases select them in the Case List sub panel on the Cases Home page click the Export icon 6 To merge duplicates click the Merge Duplicates link 7 To duplicate a case click Duplicate on the detail page Duplication is a convenient way of creating a similar case You can change the information in the duplicate record to create a new Case 8 To find duplicates click Find Duplicates on the detail page 9 To delete a case click Delete on the detail page 10 To track changes to the case over time click the View Change Log link Activities Module An activity can be any interaction with colleagues and customers such as a phone call a meeting or an email Use the Activities module to schedule and manage calls meetings and tasks Page 29 76 TAMTAMCRM 2012 A tamtam a tricubes company tamtam Welcome System Administrator Log Out ch aaa Gol fa Flexible and Affordable CRM Solutions Sales Marketing Support Activities Collaboration All Home
94. oup folders to route emails for distribution A default personal folder named My Emails You can create additional personal folders Ability to create records such as bugs and leads from inbound emails Ability to create an address book with entries from your list of users contacts and leads Ability to import emails You can import emails into TamTamCRM from external mail servers The Emails module provides a folder named My Email for this purpose You can associate an imported email with a TamTamCRM record such as a bug or an organization This creates a thread of email communication related to that record for future reference In addition you can perform the following actions in the Emails module Search for emails based on parameters such as keyword and subject Create a related record such as a bug or a lead from an email Create an address book consisting of users contacts and leads with whom you frequently communicate Setting up Your Mail Account You will need to set up a mail account in TamTamCRM for every external mail account that you want to access through TamTamCRM You must set up at least one mail account in TamTamCRM to be able to send and receive emails To create a mail account 1 Click Settings at the top of the page Page 50 76 TAMTAMCRM 2012 tamtam a tricubes company Sales Marketing Support Activities Collaboration All Home Emails Documents Projects Recently Viewed P P
95. ponse to your campaign The system generates a unique key for each URL and for each recipient and associates it with the email template When recipients open the email and click on a URL link the system using the unique key identifier track each action by each recipient Note Before you create a campaign email check with your system administrator to ensure that the outbound email process is configured to send email from your system as described in Configure System section and Mass Emailing section To create a tracker redirect URL 1 On the Campaign s detail page scroll down to the Tracker URLs sub panel and click Create 2 On the Campaign Trackers page enter information for the following fields e Tracker Name Enter a tracker name for your reference use alpha numeric characters e Tracker URL Enter the tracker URL for example http www TamTamCRM com irial e Opt out Link Select this box to embed your Unsubscribe instructions in a tracker URL By default the system uses the removeme php file which contains these instructions and displays this file name in the Tracker URL field See an example of the completed field below Campaign Tracker URLs A Define a tracker URL here to use with this campaign You must enter both the name and the URL to create the tracker Tracker Name Ir O Opt out Link Opt out Link Tracker Name Tracker URL none created 3 To create the campaign tracker click Save click Cancel
96. r contacting fellow employees Maintaining organization records separate from contact records Maintaining organization and contact history Integrated web based email Interface consolidation This includes news feeds views of financial metrics integration of external web links and applications Efficiently with TamTamCRM TamTamCRM s powerful capabilities if adopted and utilized right will change the whole way you do business e TamTamCRM s new marketing communications capabilities will help increase sales e Automatic sharing information with everyone instantly necessity to type in information only once and common awareness of everyone in the business of where to find information help reduce costs e Dealing with employees who now know more about what s going on in the customers organizations increases the level of customers satisfaction Page 5 76 TAMTAMCRM 2012 fam tricuobes tam compan y 4 1 4 2 e Identification of most productive lead sources and conversion of perspective leads into opportunities as well as better understanding of sales pipelines help manage all processes more efficiently In order to take real advantage of the TamTamCRM you need to know how to use it from the very initial steps Full information about how to start working with TamTamCRM is given in the next chapters of this User Guide GETTING STARTED WITH TAMTAMCRM The main focus of this chapter is how to prepare to
97. rent password In the New Password field enter your new password In Confirm Password field enter your new password again Click Save to change the password John Smith Save Reset User Preferences Reset Homepage User Profile Current Password New Password Confirm Password Reset User Preferences Reset Homepage 4 3 TamTamCRM Module Options The following options are available from any screen in the TamTamCRM application e Global Search This field located in the Shortcut Bar allows users to enter a letter or a keyword to search all the modules for matching records e System Links System links located at the top right hand corner of the page are common to all modules These include your name Logout Employees Support and About When an administrator logs in the Admin link is also visible o You Name Click this link located at the top right of the page to view your settings These settings include your profile information layout options and so on o Employees Click this link to view a list of other employees in your organization This list maintained by the administrator displays information such as name title phone number department and email address Click a name to view detailed information about the employee Every user is listed as an employee o Admin This link displays only if you log in as the administrator Click this link to access the Administration Home page to perform administrative ta
98. rson from the User List By default this is assigned to you Organization Enter the names of organization associated with the organization Address Information Enter the primary address and other address information To copy the other address from the primary address select the Copy address from left checkbox Email Address Enter an emails address for the organization and your contacts and campaign targets within the organization If an email address is incorrect select Invalid to indicate it If you sent out Campaign emails this contact and the individual chose to opt out of receiving them select Opted Out o To add an additional email address click Add Address You can add multiple email addresses Description Enter a brief description for the lead See an example of the completed Create Branches form below Page 24 76 TAMTAMCRM 2012 tamiam a tricubes company Title TamTamCRM User Manual Confidential ES Company Information Roger office Phone Ownership Industry Technology Lel Type Reseller e Annusl Revenue City City State State Copy address from left E Email Address es Primary Opted Out Invalid 5 Ce ge a a Email Address Description 5 2 3 To View and Manage Organizations Tosort the Organizations list view click any column title which has the icon beside it to reverse the sort order click the column title again To edit or delete all or some organizations on the
99. rted from any of the following sources select which one None Salesforce com Microsoft Outlook a lt Back Next gt Email Address shamsul akhbar mssolution com salim sali arowanagold com Mobile Phone 019 343 3300 03 3425 3489 03 2484 2958 4 You must now map the fields from the export file to the fields in the TamTamCRM database to successfully import the data From the Database Field drop down list select the appropriate field in the note such as Full Name and map it to the row in the imported source file If you want to ignore a field select Do not map this field To save the mapping as a custom mapping that you can use repeatedly select the Save as Custom Mapping checkbox To check indexes for duplicate values for fields such as Deleted and Assigned users move the desired indexes from the Index es Not Used column to the Index es Used column using the left arrow button To remove an index that you do not want to check use the right arrow to move it back to the Index es Not Used column Use the up and down arrows to sort the order in which the indexes are checked for duplicates Click Import Now to import the data TAMTAMCRM 2012 Page 73 76 tamtam a 6 2 tricubes company Birthdate Birthdate Le Contact ID Do not map this field Assigned User Name Assigned User Name D john Assigned User ID e8cc25a9 e19d 2cd8 0b3a 503c336
100. s Start Date Click the calendar icon and select the project start date End Date Click the calendar icon and select the project end date Assigned To Enter the name of the user who has ownership of the project By default it is assigned to you Priority Select the importance of the project Description Enter a brief description of the project 3 Click Save to create a project Click Cancel to exit the page without creating the project Page 69 76 TAMTAMCRM 2012 tamtam a tricubes company 4 Look atthe example of filled in Create Project from below sales Marketing Support Activities Collaboration AIl Home Emails Documents Projects Recently Viewed A Mail Merge Cl asdfsdafsd El Test Campaign E Parking Managem EX Ben Cha Si Biometrics Solu Sales D MakecalltoMo D I Meeting within SS HIS Acceleratio Actions A Create Project a View Project List El View Project Tasks Note The latest version of SugarCRM is 6 5 5 Please visit support sugarcrm com to acquire the latest version Create Create Assigned to r E To create a project task 1 Inthe Project Task Sub panel click Create 2 On the project task page enter the following fields sQ 7 70 Q200p m n O Name Enter a name for the project Task ID Enter a numerical value as the task identification number Start Date Click the calendar icon and select the task start date Finish Date Click the c
101. sks o Support Click this link to view the TamTamCRM Support page which provides links to TamTamCRM documentation Knowledge Base FAQs and training courses to guide you through the process of learning the TamTamCRM application o About Click this link to learn more about TamTamCRM and view version information e Recently Viewed This list displays records that you last accessed within the module as well as calls and meeting you recently scheduled 4 4 Viewing and Managing Record Information Every module represents a record type such as organizations opportunities etc TamTamCRM provides Page 8 76 TAMTAMCRM 2012 tamiam a tricubes company three types of views for every module a list view a detail view and an edit view Let s have a look at each of these separately List view The list view displays links to individual records in table format The list view also displays other relevant information such organizations dates etc for each record nn Name RER 1 RER AD E vi E EES ER Arce sear e ls Delete 1 20 of 20 Original Closed Revised Closed Date lt Date lt Name lt Organization Name Sales Stage Amount lt E uisAcceleration Pantai Holdings Proposal Price Quote RM110 000 00 24 09 2012 7 Regional Acceleration Success Electronic Proposal Price Quote RM100 000 00 17 09 2012 E impact Mesiniaga Cascade Impact Business Closed Won RM120 000 00 03 08 2012
102. t up by you or others including the subject of the call the duration and the start date My Calls Lists the calls that you have to make assigned to you by yourself or other users tamtam Welcome John Smith Log Out Flexable and Affordable CRM Solutions Sales Marketing Support Activities Collaboration All Home Organizations Contacts Opportunities Leads Recently Viewed DS Regional Accele 3a John Smith HlSAcceleratio amp Pantai Holdings amp Success Electro DS Impact Mesiniag amp Envobpo Service G lmpactBusiness amp Multimedia Crea amp Time Attendance Add Dashlets My Leads 000 Position Office Phone Email Address Shamsul Akhbar 03 3425 3489 shamsuLakhbar mssolutioncom My Top Open Opportunities 1 5 of 11 gt QM Expected Amount Close Date lt Opportunity Name Organisation Name Close Subject 2 Related to Start Date Accept Status Payment Gateway Tricubes Berhad RM45 000 00 14 10 2012 Instyle Technologies Sdn Bhd Siti Zubaidah Abdul Aziz Project Manager 03 1234 5678 zubaidah aziz instyletech com i aonana Pantai Holdings bech te ee 6020 Regional Acceleration Success Electronic RM100 000 00 17 09 2012 Time Attendance Dynasty Network Sdn 1 1 of 1 Deplovment Sind RM150 000 00 14 11 2012 G blender RM50 00 14 09 2012 d 11 05 2012 Dei Make call to Yvonne Chin Xeon Sdn Bhd daidi y Planned 5 1 1 Managing Chart Us
103. tamtam a tricubes company tamtamcrm Flexible amp Affordable CAM Solution TamTamCRM User Manual Page 1 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Confidential CONTENTS CONTENT e A E E 2 k Hn TB Ged KT A 1 EE 4 A ABOUTI Eege 4 3 IVAN OV ER VT E 4 3 0 TAMTAMCRIM S BASIC D EC NEEN 5 Ge AMTAA EC CT EATUR raa E E E E E 5 3 3 EFFICIENTLY WITH TAMTAMCR Mosscscnsesssissseondaseswonsasnccoecdseteonscussweasecnsevecionsiesnddunsvoevesnseussasednousaascaoeddencwensdoees 5 4 GETTING STARTED WITH TAMTAMCRM REN 6 GN Ben a Ce Te EA Te RE E KEE 6 AZ ACCESSING TAMTAMCR WI sercadis a e Aa A A EA AA E E a a aa 6 4 3 TAMTAMCRM MODULE OpTONS 8 4 4 VIEWING AND MANAGING RECORD INPORMATION nnsnsnneseseseseseeseseseseseseesesesesesesoeoesesesesosorsesesrsesosoesesesesesoso 8 4 4 1 To View And Edit Record Jntormerton cece ena EASES DEEDES E EE EEE EEE Ee EEE EAE G Aaa aaa EES 10 4 4 2 To Manage Related Information in Aub Ponele eee eeeseeeeeee ena eeeeeeeeeeeaaaaeeeeeeeeeesaaaaeeeeeeeeeaas 10 4 4 3 Tracking and Managing Record History 12 4 4 4 Editing and Deleting Multiple Record 12 4 5 MANAGING TAMTAMCRM DASHLETS ossonennnoosseeeeeossssrerreosssssesereosssseeereosssseereeosssseereerosssseeeeeosssseeeeeorssss 13 4 6 MERGING DUpGLICATGRpcCORnDg 15 4 7 SEARCHING FOR INFORMATION ON TAMTAMCRM cccccccsssccccssececeeeccecaecceeesececuaeccesaeeccesaeecesaaeecesaeeeees 16
104. te 16 10 2012 Date Created 16 10 2012 03 51pm by System Administrator Type Email Budget MYR RM Actual Cost MYR RM Expected Revenue MYR RM Expected Cost MYR RM Objective Desciption Mail Merge testing3 Filter Chart By Test we Campaign Response by Recipient Activity None 0 Message SentAttempted 0 Bounced Messages Other 0 Bounced Messages Invalid Email 0 Click thru Link 0 Viewed Message 0 Opted Out 0 Leads Created 0 Contacts Created 0 Suppressed by address or domain 0 0 05 1 15 2 ic onta Si D E rospects Leads fiiAccounts Page 66 76 TAMTAMCRM 2012 tamiam a tricubes company Title TamTamCRM User Manual 5 12 11 Viewing a Campaign s Return on Investment For any campaign that you execute TamTamCRM provides an embedded ROI report based on the Closed Won opportunities generated from the campaign You can view this report from the campaign s detail page To view a campaign ROI report 1 On the campaign s detail page click the View ROI option that is located next to the View Status option The ROI chart displays on the screen Confidential Campaigns campaign 1 E Prit Help Delete Test Entries Launch Wizard View Status View Details View Change Log Name campaign 1 Assignedto test Status Active Start Date 02 14 2008 Last Modified 02 14 2008 13 55 by Oleg Vilchinski End Date 02 28 2008 Date Created 02 14 2008 13 55 by Oleg Vilchinski Type Email B
105. te Overview Start Date enzo Jaz Related to m E JL Due Date esoe Joie Contact Name CJ Resolution Description Meeting Lis Close and Create New Creating Notes and Attachments You can create or import notes related to a specific call meeting or task for distribution to participants Notes enable you to add comments on a subject and maintain a record of discussions pertaining to a call meeting or task You can also attach supporting documents to a note To create a note or attachment 1 In the Action bar click Create Note or Add Attachment 2 On the Notes page enter information for the following fields Contact Enter the name of the contact Click Select to choose one from the Contacts list or to search for a contact in the list Related To Optionally enter the name of the related organization or click Select to search for one Instead of an organization you can choose another related record such as an opportunity or contact from the drop down list Note Subject Enter the subject of the note Attachment To attach a document that is located on your machine click Browse navigate to the location of the file and select the file Note Enter the text of the note in this box 3 Click Save to create the note or attachment click Cancel to return to the Notes home page without saving your changes See an example of the completed Create Note or attachment form below Page 34 76 TAMTAMCRM 2012 tamtam a tricubes
106. that is sending out the email e Start Date amp Time Click the Calendar icon and select a date to send out the email Enter the time in the adjoining field o Note To queue the email for campaign launch select a date and time that has already passed You should do this after you ensure that the test email was successful e Email Template From the drop down list select an existing email template to create a new Page 60 76 TAMTAMCRM 2012 tamtam a tricubes company 5 12 5 template or edit an existing one click the adjoining Create or Edit link respectively e You will need to edit the template to add the Tracker URLs described below into Text and HTML formats e Send This Message to Select one or more target lists from the box below to send it to all the target lists in the box select the All Target Lists in the Campaign box See an example of the completed Create email marketing record form below Create Email Marketing Create Save Indicates required field dd mmiyyyy 11 00pm Send This Message To J Select to choose all Target List s in the Campaign Use Mailbox nobody example com From Name TamTamCRM From Email Address demo tamtamerm com Reply to Name Reply to Address Ir 3 To save the record click Save click Cancel to exit the page without saving your changes Creating Tracker Redirect URLs You can use one or more tracker URLs in your campaign emails to track the res
107. ties visible to you and to those with whom you are sharing your calendar Contacts Module Use the Contacts module to create and manage contacts for your organization Sales Marketing Support Activities Collaboration All Home Organizations Contacts Opportunities Leads Recently Viewed sales 5 Make callto Mo UB Meeting within HIS Acceleratio Bro E Nicholas Empam ES CA M infrastru E3 Mohd Razlan Sam Multimedia Crea 3 Payment Gateway Actions Ei Create Contact Create Contact From vCard E3 View Contacts import Contacts Note The latest version of SugarCRM is 6 5 5 Please visit support sugarcrm com to acquire the latest version Search Contacts Delete 1 19 of 19 Name Position lt Organization Name lt Office Phone User lt pate eee CT Abdul Fahmi Mohammad Multimedia Creative Sdn Bhd 03 4834 2958 eter SE e Allentee Dynasty Network Sdn Bhd allen dynastynetwork com 03 4644 5359 John Smith ees ZS Azril Aliuddin esate mi E XOX Bhd azril xox com my 603 7955 1388 John Smith deeg id CT Mr Emyr Al Kautsar CEO ES Vision Sdn Bhd fikar87 yahoo com 03 4246 6341 John Smith pinot o O mr EmyrAl Kautsar Sales Manager Moltrex Solution Sdn Bhd emyr alkautsar tricubes com 03 4644 5359 John Smith Been Di E Fikar Harjit S fikar87 yahoo com my TE aeS ZS T Jack smith Mr Pay Station Sdn Bhd jack smith paystation com 03 4343 3487 John Smith ian O E ikhdajksihf
108. tion Enter the primary address and other address information To copy information from one section to the other you can enter the address information on either one of the sections and click the arrow buttons Description Enter a brief description of the target Page 56 76 TAMTAMCRM 2012 tamtam a tricubes company 5 12 2 3 Click Save to create the target click Cancel to exit the page without creating the target See an example of the completed Create Target form below i aaie Last Nam ce Phone e Tie E Account Name Account Name Primary Add Alternate Address city d E canbe Country a Primary Opted Out Invalid d d 4 o e Description More Information Do Not Call ke a O A m Assigned to EE When you save the target the target s detail page displays the Campaign Log sub panel which lists all the campaigns that you sent to the target Creating a Campaign You can create a campaign using the Campaign Classic option or the Campaign Wizard option When you use the Campaign Classic option you are creating a campaign record but you are not completing related tasks such as specifying the email settings For more information on creating a campaign using the Classic option see Creating a Campaign When you use the Campaign Wizard it guides you through the process of creating the campaign as well as completing related tasks For more information on creating a campaign w
109. title departmen do not Ca phone_hor phone_mo phone_worphone_oth 2 13f102 14 2006 02 1 4 2008 1 1 O will_id Alvin Adair 0 680 656 2 552 663 5 030 556 1126 3 25 02 14 2006 02 1 4 2006 1 1 O sarah_id Cortney Acevedo 0 736 555 616 535 6 405 710 5549 4 4b 02 14 2006 02 1 4 2006 1 1 U sarah_id Eva Arguelles Director Sales 0 362 762 223 663 7 928 470 1166 5 549 02 14 2006 02 1 4 200 1 1 0 sally_id Roberta Abrego IT Developer 0 584 917 3 656 964 7 698 616 3160 6 c96 02 14 2006 02 1 4 200 1 1 0 sally_id Danilo Aquirre Director Sales 0 579 848 6 955 267 2 101 038 0168 To export data from TamTamCRM 1 Select the records from the List View on the module s home page 2 Select Export from the Actions drop down menu in the List View To export all records listed on the page click Select located above the item list and select one of the following options e This Page To export all the records listed on the page select this option e All Records To export all records on the list if it is more than a page long select this option 3 The system displays an Opening csv dialog box 4 Select Open to open the export file in csv format or select Save to Disk to save the csv file to your local machine 5 Click OK to execute the operation If you chose to open the file the csv file opens in Microsoft Excel The file contains all the fields in the module from which you are exporting the data Sales Marketing S
110. udget USD Expected Cost USD Actual Cost USD Expected Revenue USD 1000 250 200 5000 Campaign Return On Investment 6000 5000 4000 3000 2000 1000 1000 200 0 p Revenue Investment Budget Impressions Opportunities Won Cost Per Impression USD Cost Per Click Through USD 5000 Expected Revenue 4 0 00 This chart displays the actual revenue versus the expected revenue generated from the campaign as well as the actual cost of running the campaign versus the budget allocated for the campaign 5 12 12 Creating Web to Lead Forms To capture leads from Web based campaigns or other Web based sources such as your Website you can create a Web to Lead form When campaign targets fill in the form and submit it the system saves it as lead information in the TamTamCRM database You can then use this lead information to generate more opportunities for your organization When you generate a Web to Lead form it is saved to the cache generated_forms folder from where you can copy it to other locations You can view and edit generated forms in the FCKEditor To add new fields to the form the administrator must first create new fields for the Leads module in Studio so that users can select them when they create the form Page 67 76 TAMTAMCRM 2012 tamtam a tricubes company To create a lead form 1 In the Action bar of the Campaigns module click Create Lead Form The
111. uplicates click the Merge Duplicates link and following the process described in Merging Duplicate Records Leads Module Use the Leads module to create and manage sales leads for your organization The Action bar displays the following options Create Lead Create Lead from vCard View Leads and Import Leads Page 44 76 TAMTAMCRM 2012 tamtam a tricubes company i Weosne Primar Acoress Omer Address C E LU as Cd a Copy sddress tom let s n gt C me A Leads are early contacts in the sales process After they have been evaluated and assessed you can convert them into Contacts Opportunities and Organizations You can associate a lead with any type of Campaign to track the effectiveness of the campaign in generating opportunities for your organization To create a lead 1 In the Lead menu click Create Leads 2 On the Leads page enter information for the following e First Name Enter the lead s first name Last Name Enter the lead s last name Title Enter the business title of the lead Department Enter the department to which the lead belongs Organization Name Enter the name of the organization related to the lead Office Phone Enter the lead s office phone number Mobile Enter the lead s mobile phone number Fax Enter the lead s fax number Website Enter the lead s website Primary Address Street City State Postal Code and Country Oth
112. upport Activities Collaboration All Home Organizations Contacts Opportunities Leads Recently Viewed Sales 5 Make calltoMo GB Meetingwithin SS HIS Acceleratio E PO EJNicholasEmpam G CAITInfrastru Mohd Razlan Sam Multimedia Crea Payment Gateway Search Contacts Create UI Dee Selected 19 1 19 of 19 Date Created Position lt Organization Name lt Office Phone 06 04 2014 Abdul Fahmi Mohammad Multimedia Creative Sdn Bhd abdulfahmi multicreative com 03 4834 2958 02 39pm Va Aten Lee Dynasty Network Sdn Bhd allen dynastynetwork com 03 4644 5359 ge Azril Aliuddin ees zs can roject son Bhd azril xox com my 603 79551383 e 2 Mr Emyr Al Kautsar CEO ES Vision Sdn Bhd fikar87 vahoo com my 03 4246 6341 eo O te Al Kautsar Sales Manager Molirex Solution Sdn Bhd emycalkautsar tricubes com 03 4644 5359 in Ekar narit fkard7 vahoo com mr Administair 6 569m Jack Smith Mr Pay Station Sdn Bhd jacksmith pavstation com 03 4343 3487 in ikhdajksihf adfhkha s k emyr maboy yahoo co id Administrator then 8 Page 75 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual Search Contacts J v Delete v Selected 19 Email Mass Update Add To Target List Q Mr EmyrAl Kautsar 7 Mr EmyrAl Kautsar V Fikar Harit Jack Smith e ERC nu Saravanan Position lt Technical amp Project Management CEO Sales M
113. use the HTML editor click HTML in the Body field 6 To apply standard formatting options such as font face size bold italics indentation and color highlight the text and select the appropriate option in the Body field 7 Send Text only Select this box to display the email in plain text format You can choose this option if an email client cannot render HTML code 8 Attachments To attach a file including images click Browse to navigate to its location on your local machine The attached files displays below the Browse button 9 TamTamCRM Document Click this button to attach a document from the TamTamCRM repository when you select the file from the Documents List the system attaches it to the email template 10 Click Save to create the template click Cancel to exit the page without saving your changes Page 54 76 TAMTAMCRM 2012 tamtam a tricubes company 5 12 5 12 1 To manage email templates To search for a template enter the name or description in the Search sub panel on the Email Templates page and click Search To view the details of a template click the template name from the list on the Email Templates page To edit the template on the detail page click Edit make the changes and click Save To duplicate the template on the detail page click Duplicate and click Save To delete the template on the detail page click Delete to delete some or all the templates select them from the list o
114. ut the email To Click this button to select recipients from the address book or manually enter the name of recipients in the field Bcc Click this button to select recipients from the address book or manually enter the name of recipients in the field Subject Enter the subject of the email Attach Click this button to attach a file that is located on your machine You can enter the path to the file or click Browse to navigate to the file Plain Text Select this box to display the email in text format if an email client cannot render HTML code Option To populate the email with the contents of an email template 3 Click Send to send the email 5 11 3 Creating Email Templates You can use email templates to create form letters for automated email responses to inbound emails and for mass email campaigns For example when you receive an inbound email regarding a bug or a case you can send out automatic reply stating that the matter will be addressed For email campaigns enter the message in the template and then specify the variables such as the target names and addresses from the campaign target list The system inserts these variables into the template to create a personalized email for each target When you create an email template you can embed images and attach files from the TamTamCRM repository or from your local file system When you create a template for an email campaign you can insert tracker URLs into the template to track Pa
115. wever if a target chooses to unsubscribe from a newsletter campaign the system suppresses their information only for that specific campaign You can still include them in target lists for other newsletter campaigns Tracker URL Enter the tracker URL For more information see Creating Tracker Redirect URLs 6 Click Create Tracker The new tracker displays below To create additional tracker URLs click Create Tracker again and enter the new tracker information 7 Click Next If you are creating an email campaign or a non email campaign the Target Lists screen displays on the screen If you are creating a newsletter campaign the Subscription Information page displays as in our case a To use an existing target list click Select and use the Search panel to find the list b To create a new target list enter its name in the Target List Name field and select the type from the adjoining Target List Type field The target list name displays below 8 For newsletters you must create the following three subscription lists Subscription list These targets receive the newsletter regularly Unsubscription list These targets are those who have chosen to opt out of your mailing list Test list These targets are the recipients of the test email that you send out to ensure it Is successful To create a custom list select Allow Select and click Select to search for targets and create the list For a system generated list select Auto Create and the s
116. wse to navigate to the file location on your machine Click on Next to Page 72 76 TAMTAMCRM 2012 tamtam a tricubes company Title TamTamCRM User Manual proceed to the final step in the import process Step 1 Upload Import File Confidential Select a file on your computer that contains the data that you would like to import or download the template to get a head start on creating the import file i Download import File Template Select file Browse What would you like to do with the imported data Create new records only CG Create new records and update existing records w Next gt 3 You must now confirm import file properties You can either select options Salesforce com if you export the data through salesforce or Microsoft Outlook if you the data exported from Microsoft outlook contact Step 2 Confirm Import File Properties Here is how the the first several rows of the import file appear with the detected file properties If a header row was detected it is displayed in the top row of the table View the import file properties to make changes to the detected p Office Home Other Phone Phone Phone First Last ID Salutation Position Department Organization Account Website Name Name Name Description Shamsul Akhbar MS Solution http Sdn Bhd Salim Sali Sales Arowana http www harimauMalaya com Algriculture View Import File Properties e If the import file data was expo
117. ystem displays the name of the list in the field above the Select button 9 To save the campaign information and begin the process of specifying other details such as the email settings click Save and Continue If you want specify the email settings later click Finish When you click Save and Continue the Marketing Email page displays on the screen Page 63 76 TAMTAMCRM 2012 tamtam M a tricubes company 5 12 7 paig s Campaign Header Marketing Email Budget Trackers gt ms gt z Subscriptions Fill out the form below to create an email instance for your newsletter This will allow you to specify the information regarding when and how your newsletter Marketing should be distributed Send Email Summary Use Mail Account Start Date amp Time am g am x dd mm yyyy 17 00pm Reply to Name Reply to Address pend This Message T0 pre mail Template From Name From Address For more information see Creating Email Marketing Records When you click on Finish the campaigns detail page displays on the screen You can edit the information and create an email marketing record from this page Running Campaign Diagnostics Executing an email campaign or a newsletter campaign involves several steps some of which can be performed only by your administrator The campaign diagnostic tool enables you to check if all pending administrative tasks have been compl

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