ANGLER CONNECT
Contents
1. 2 D 0 D oma donne Cat Mis amie ana Figure 27 Forecast vs Actual Period Wise Report Page The above report can be generated based on filtering the categories like Financial Year Month Location Selected User and display with Branch also ANGLER Technologies India Pvt Ltd confidential Page 27 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 13 5 Forecast vs Actual Opportunity Group Wise This report displays the Forecast Values and Actual Values for selected Opportunity Group Wise The Forecast vs Actual Opportunity Group Wise Reports page is shown as Figure 28 Ee ED Forecast vs Actual Group wise feme b 7 Report Options Select Voar Lucan Select User Displey oema Generated Report Pr Report 200 2006 Manih AL AI oer A ay Opportunity Category rm web Wirelos Total Opportunity Group at ied Ach Teh Act Tal Foreces AH Tal Force Acht uk Ach ad Fnecast AchL Tol Forecan w pole o feo alo e ufo o D Oo Hew ascot me ase Erna Egon Figure 28 Forecast vs Actual The above report can be generated based on filtering the2. 02 _ Due Dae B Dopotunty See s HE um FF Min Ment Veta EE tie FF wT wn Due Date a Design Monegers eroe Senden mai Pie Marden Fi Figure 20 Add Activity 11 6 My Activity Log The completed activities are displayed in the My Completed Activity Log Page The completed activities are displayed as in figure 21 Here we can view the My Activity Log as Day wise Location wise User wise and Activity Type If there is no record then the alert message will raise as there are no Activities as like in the figure 21 Search My Activity Log fom 1 Sekat Tyo Locate E Une EE Ail Te a E There are no Activities Figure 21 My Activity Log If the admin has given the privilege to the user to edit or delete a particular Activity Log click the link on the Activity Type It takes to the View Activity Page where the user can delete or edit a particular completed activity log ANGLER Technologies India Pvt Ltd confidential Page 23 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 In this page the detailed description of the completed activity was displayed To delete the completed activity click the Delete link at the bottom of the page It asks the confirmation message from the user whether to d
3. den Met Tero eto He CLA nente pun tsar som Het 2140 Tel Tek Funes SIZMSSSEHES Jeanie con Cad 2IAreAUE den John Smith 0 No records matched Roben Smith No records matched Sheila Jone 0 necon No records matched Figure 54 Leads by Users Report Page The above report can be generated based on filtering the categories like Users Lead Source Industry Status Rating View Interval and date also 15 Logout When you are finished working with ANGLER CONNECT you should always log out of the system rather than just closing the web browser When a user logs out the application performs several clean up procedures like session management and then automatically returns the web browser window to the Login screen ANGLER Technologies India Pvt Ltd confidential Page 49 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936
4. Generated Report Summarizer by iaer Activi Status Al X Not Completed V Completed John Smith 0 Recond foue ome Activar Tre AcouniCompans Sinn TN 7 Dote Toll Time 0 Hi D min Robert Smith 2 Recods marame E ca igni Jone 0 Recordi Ne recede mache ola Time H mn Figure 50 User Wise Report Page The above report can be generated based on filtering the categories like User Activity Type Status Interval and Date also 144 Lead Reports The data on the Leads are displayed in various categories as follows 144 1 Neglected Leads This report displays the list of Name Company Job Title Lead Source Industry Phone Mobile Fax Email_id Status Rating Lead Owner Created Date and Last activity of Neglected Leads The Neglected Leads Reports page is shown as Figure 51 ANGLER Technologies India Pvt Ltd confidential Page 45 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 seach Neglected Leads Eme Ld Repon Options p E fies x fi Hm am amar a Generated Report E Print Report Negloctod Londs 997 Records pm Ena atin Load Onno ated Dato Lal Heise SOES lesi Gendeiechzm Wam MAn Fiardai g
5. 56 57 58 59 EU 6l 62 63 64 65 BF 68 ZW 72 13 74 18 72 120 79 M 04 ns Oh nz w 91 32 33 34 35 Sh 37 30 39 Figure 24 My Leads ANGLER Technologies India Pt Lid confidential Page 25 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritec m Ph 91 422 2312707 2313938 Fax 91 422 2313936 Beet ANGLER CONNECT User Manual Version 1 0 13 Forecasts 13 1 Sales Reports 13 2 Target Vs Actual Period Wise This report displays the Target Values and Actual Values for selected financial Year The Target vs Actual Period Wise Reports page is shown as Figure 25 Seach Target ve Actual Period wise en 7 Report Options Select Year Select Month Select Location Select Display Ea ha As eke Generated Report Location AN Uver Displaying lonch Onir Year 2005 2006 Monik As ra I EST s Figure 25 Target vs Actual Period Wise Report Page The above report can be generated based on filtering the categories like Financial Year Month Location Selected User and display with Branch also 13 3 Target Vs Actual Opportunity Group Wise This report displays the Target Values and Actual Values for selected Opportunity Group Wise The Target vs Actual Opportunity Group Wise Reports page is shown as Figure 26 ANG
6. CONNECT User Manual Version 1 0 9 1 New Contact This sub module is privilege based Through this sub module users can create contact person details like contact person name their job title phone number email id and other important details The screenshot for Add Contact page is mentioned in Figure 10 Add Contact Contact Information Created By Admin a Cori Onno Mean E Phone Sobor E Fia Nare B Isa Desison iaer ma pere Address Copy Adikess Information Ste anis nis Desens Send elec Mii 7 corona isla Paes Figure 10 Create Contact Profile screen 9 2 My Contacts Through this page we can view the Contacts associated with the logged in users The display of contact records privilege is similar to the My Accounts page You can click on a specific contact record to zoom in on the Contact Detail view Figure 11 shows the screen of it ANGLER Technologies India Pvt Ltd confidential Page 15 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Mc Test Contact Infomation Casi Admin Cori Owner Admin Nane Mr Test Contact 000 Catt Influencer abend X Accor T
7. City Ownership Last Updated Date and Location of the Accounts for the Selected Owner The Accounts by User Reports page is shown as Figure 31 Sach Accounts by User Bax Repon Options emcee Te End Date ma mam E m cw Fe xr E a Sta Graphical Rept alee Generated Report reper Account Category Al Location All Indus merci Admin 2997 Recods ANGLER Technologies India Pvt Ltd confidential Page 30 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 E ce Tees Franc Poe oer 2005 7 Tess Priser See hate 2a 205 Worse Tasses Sas io p Tett Piae p Norden Tem pere Wia Piae p pos bestea Tos p Poe oar 205 Werne Tem free bestei Pham Aon Loerie Tet D Dian pon wana p 4 eam Nene Tea fuss Piae prem n Tem see e p Des Tem Franc 7 Figure 31 Accounts by User Report Page The above report can be generated based on filtering the categories like User Account Category Location Industry Ownership Interval and Date also 14 1 4 Mai g List This report displays the list of Name Job Title Contact Category Mobile Fax Email_id
8. Figure 47 ANGLER Technologies India Pvt Ltd confidential Page 41 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Saah Activities by Account Bmw Report Options T E Stan Date End Date EI ar E a oT Generated Report E Primi Report Rent Summarized bw Account et Topa AN Stave AI Statue X Not Testo cont manaa Acts Urn EE pm act Dee Mpeshmen Reest cn x Tea Tine min 0 SAGE Ragu Tet Tai Tie Due Daro Tine Contact Owner End Timo Statue Compiotod Daio marinert Aeau TOA Opoa din x one desu Catt semis ose Ecc Figure 47 Activities by Account Report Page The above report can be generated based on filtering the categories like Account Activity Type Status Interval and Date also 14 3 2 Lead Wise This report displays the list of Due Date Activity Type Activity Owner Start Time End Time Status and Completed Date of Activities for the selected Lead The Lead Wise Reports page is shown as Figure 48 ANGLER Technologies India Pvt Ltd confidential Page 42 of 49 Jupiter House 8 1144 Trich
9. India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Figure 42 Opportunities by User 14 Opportunities by Type This report displays the opportunities by Opportunity Type wise as selected in the drop down The Figure 43 shows the Opportunities by Type wise page Opportunities by Type as Report Options SESS Ts CaS SHEET luy Opp Category Opportunities x 4 afa af afar 28 Exe Date E Custom Show Graphical Report alo Generated Report B nme Report Report Summarized by Opportunity Type Location AH Sales Stage Opp Category Opportunities All Opportunities Type N Now Business E Enisting Business Now Business 1 Record de uaa idum Muusarics ERODE Mt LesdSouce 38000 2900 usa Thee Ipp Value 20000 Expected Amount 33008 Figure 43 Opportunities by Type 14 2 9 Opportunities by Industry This report displays the opportunities by Industry wise as selected in the drop down The Figure 44 shows the Opportunities by Industry wise page Opportunities by Industry Bam Roport Options Indos Location Sales Stage Category Opportunities Interval Start Date E I AS sl Be ree ar fear olent ee Fari Events Ia Show Graphical ato omma Generated Report E Print Report H
10. Neglected Accounts This report displays the list of Account Name Account Category City Account Owner Last Updated Date and Location of Neglected Accounts The Neglected Reports page is shown as Figure 30 ANGLER Technologies India Pvt Ltd confidential Page 29 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Negloctod Accounts Report Options View atone Location Indum Owner Mo Aetiviy sinos 2 Sd Cinema Save al Pisae d a omme Generated Report E Print Report Neglected Accounts 833 Records Accoum Category A Location Chicago Indust Professional Services Private Accounts All Accounts Tees este Me Admn Due Tero Me in inae Me Admin Ep Tesis p Mi Adi andae p Teen jer Wi Awe axe pe Tes D pen Tem erm Me kde eame hemo Tent env Me in p Diem Tesi envi D po Dieas Tess p Me Ate aoa pe Tem m D pe pe Mane mesa Chea enean Me Rue esae Dine D ins Leas Fasc esp Figure 30 Neglected Accounts Report Page The above report can be generated based on filtering the categories like View Account Category Location Industry Ownership and last activity also 14 1 3 Report on Accounts by User This report displays the list of Account Name Account Category
11. cleared and it will empty then again you can star it from first or if you want to add another opportunity then give Save amp New so that the current record will get save and another new record will get open if you want to move to previous page then give Back to move to the previous page 10 2 Opportunity Through this page we can view the My Opportunity ANGLER Technologies India Pvt Ltd confidential Jupiter House 8 1144 Trichy Road Cbe 45 India Ph 91 422 2312707 2313938 Fax 91 422 2313936 Page 17 of 49 www angleritech com ANGLER CONNECT User Manual Version 1 0 m My Opportunities E sin EXTENSIONS CRY E oo 7 En PWENSONSCRM Texi00 Popa Price Gud 100 p Dey EXTENGONSCRM Fulestndserps Pice Gude 100 RUECRV Sine Nenition Revew 100 p enti Vides 2 Died on pom Tes Drei Deli EXENSOKECRY sein Ton p onto vi SEE Ton p Wiles Pope ize Bod 100 meson Tes Octavi Ded EWENSONSCM Ter Meagidon Reie 100 p exisset Ves Siue Dosen on es Died Lat puo Deli EXTENSOKECRY Ter Frrles onal Servies i sm TA los nswid Web Neston Rojo 1000 E Web Tertio She Price 100 p vies Fa
12. may be associated with the following Modules Contacts Opportunities mE ies Please delete the relevent records in the above module s associated with this Account and then delete this Account Figure 6 Sharing violation error message 9 Contacts Accounts wise contact person information can be maintained in this module This module has 2 sub modules They are New Contact and My Contacts The below figure shows the default page of contacts module Em tesla schon Mc Teas Tenn p sess roe poem Tnm po p pem npe Ten p penan Tot Cotan Tonore p serm teftatur eem po omis pene nom Ten pd pannan ess Mc Forces Tenis p sessi mo poems Tents po semis pee Morena sen sensns rov p serm mre precem Tai po sunt con nem Tert Malesia Me Tet Cerean p sessi Temm po pr pere Teata semen p ov Tenement Tenons p p tesfl cu iet precem ped pt pone restare pd p esac Tests sessi Poo 2 3 4 8 B 2 B 3 WM Zo Hon don og moon 25 27 28 29 30 31 32 33 34 35 38 37 38 39 40 42 43 44 4 4 4 48 49 50 Figure 9 Contact screen default page ANGLER Technologies India PvtLtd confidential Page 14 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritect m Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER
13. will be controlled by the ANGLER CONNECT administrator This privilege will be applicable to all the modules 8 1 New Accounts This sub module is privilege based Through this sub module users can create New Accounts details lie Name of the Account Account Held By Account Owner Account Alias Name Account Site Industry Annual Turnover and also the contact detail of the Account Owner Figure 5 shows the Create Customer Profile screen To create a New Account click the link New Account By default in the Created By field the logged in user will be displayed Then please enter the detail for the fields Account Held by ANGLER Technologies India Pvt Ltd confidential Page 11 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Account Owner Account Alias Name Account Site and select Industry here we can also select more than two types and then give tab to enter Annual Turnover Phone Fax E Mail Website Employee then select Ownership and Category from drop down list box and in Address Information enter the fields like Street City State Zip Postal Code and select Country from drop down box and also enter the Description and Products amp Services After entering all those fields please check the option box based on the Account if the account is Client then select the field Whether Client if the acco
14. 0 Expected Amount 359500 Figure 45 Opportunities by Sources 14 2 11 Opportunities History This report displays the History of the Opportunity as selected in the drop down The Figure 46 shows the Opportunities History page ANGLER Technologies India Pvt Ltd confidential Page 40 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Opportunity History Meses 81 Report Optone m E m EI a ar a Generated Account Sales Stage All Mew Buses E Existing Burners fasta 1 Reco Opp E Biz Typo Load Load Sowce alee Stage Value TTC Ean Caso Dato Leet Updated Me Admin Deve 000 she B m per 1 Record Opp Cotogoy Mulimodi E Load Saures Lead Dna Chen Dato Rena Ex p a prm p Figure 46 Opportunity History 14 3 Activity Reports The data on the Project Activities are displayed in various categories as follows 14 3 1 Activities by Account This report displays the list of Due Date Activity Type Contact Opportunity Activity Owner Start Time End Time Status and Completed Date of Activities for the selected Account The Activities by Account Reports page is shown as
15. 4 Mailing List New Accounts Accounts by Industry Accounts by Location Opportunity Reports Opportunities by Accounts Opportunities by Pipeline Opportunities by Category Stuck Opportunities Closed Opportunities Opportunities by Location Opportunities by User Opportunities by Type Opportunities by Industry Opportunities by Sources Opportunities History Activity Reports Activities by Account Lead Wise Opportunity Wise User Wise Lead Reports Neglected Leads Leads by Source Leads by Status Leads by Users Logout ANGLER Technologies India Pvt Ltd confidential Page 4 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 1 Welcome to ANGLER CONNECT Thank you for using ANGLER CONNECT created by Angler Technologies India Pvt Ltd ANGLER CONNECT an easy to use Customer Relationship Management service designed for the web Customer Relationship Management CRM is the overall process of Marketing Sales and Service amp Support within any Organization 1 1 About this manual This ANGLER CONNECT User manual is designed for users who are new to the ANGLER CONNECT application the areas of customer relationship management and web based applications generally Use
16. 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Repon Options Account Catena Location Indus Ooh Interval End Date ma C a 80 3f ar C Shen Ghia Rep Generated Report Banan Summarizad ty Location Account Category Al Indiae Profesional Services Chicago 838 Reverse E p bn fee pou pou Toce Pan pon je an Mam ms aues post E ERE De p ERE c ped pu pou fe pn Pian Roots Eo je a Pam pen peers pes ped epa pee ium pus pod ed Re e pem pue posl ial ers kon p pou pou jen oan je ae mas purs posl E pd p pes pol p pre eon p peu pod pe mae p Eus pod owe acco bes anos Lens Feat Eris Figure 35 Accounts by Location Report Page The above report can be generated based on filtering the categories like Account Category Location Industry Ownership Interval and Date also 14 2 Opportunity Reports 14 2 1 Opportunities by Accounts This report displays the list of Account Name Account Category City Account Owner Created Date and Last Activity of Active Accounts The Active Reports page is shown as Figure 36 ANGLER Technologies India Pvt Ltd confidential Page 34 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Opportunit
17. ANGLER CONNECT User Manual Document Version 1 0 Developed By ull Service Provider of e Business ANGLER Technologies India Pvt Ltd Jupiter House 8 1144 Trichy Road Coimbatore 641045 India Phone 0091 422 2312707 2313938 Fax 0091 422 2313936 www angleritech com info angleritech com ANGLER CONNECT User Manual Version 1 0 Document Release Notice Document Details Doc ID ANGLER User Manual ANGLER Apr 2006 20 April Ver No 1 0 Date 2006 Client ANGLER Technologies Project Name ANGLER CONNECT Doc Title User Manual Document for ANGLER CONNECT Doc Type User Manual Document Security Confidential Unauthorized copying is prohibited File Name ANGLERCONNECT Usermanual doc Doc Ref 2 4 EIT D 01 1 0 Revision History Version No Author Description of Revisions 1 0 Angler Technologies India Pvt Ltd Submission To Company Name Person name Mail id Angler Technologies india Pvt Ltd Mr Jayanthra jayanthra angleritech com Angler Technologies India Pvt Ltd Mr Giridhar CTO giridhar angleritech com ANGLER Technologies India Pvt Ltd confidential Jupiter House 8 1144 Trichy Road Cbe 45 India Ph 91 422 2312707 2313938 Fax 91 422 2313936 Page 2 of 49 www angleritech com ANGLER CONNECT User Manual Version 1 0 T
18. ATORE SOMO 17100 2AA 2SAHDNE io Moon Govnds At COMBATORE 1 3000 1680 Total Opp Value 3750000 Expected Amount 167500 Figure 39 Report Page for Stuck Opportunity 14 Closed Opportunities This report displays all closed opportunities and also it displays in two categories and they are Closed Won and Closed Lost The Figure 40 shows the Closed Opportunities page Closed Opportunites b Report Options FREU Ac Cage Opener iie E Ee zf Sham Grail Rep al Economo renon E Print Report Loestion All Account Category Al Sales Stage AN Indust AN Category Al Opportunities Al MEME Closed Lost o Account Account Category Location Total Opp Value 0 Expocted Amount 0 Indust Load Source Opp Valu Esp Amount Probl Eso Cleo Date Lart Und Closed Won 1 Reco Ep MM SSeS SUCRE run eal Opp ato 20000000 Expat Amount 0000000 Figure 40 Report Page for Closed Opportunity ANGLER Technologies India Pvt Ltd confidential Page 37 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 14 2 6 Opportunities by Location This report displays the opportunities by Location wise as selected in the d
19. Address Contact Owner and Account of the Contact Person The Mailing List page is shown as Figure 32 Saath Mailing List m Report Options Location a Generated Report Des Mati Li HS es Cala tay Clas ee DL oco me es Chose ESE She asso Son OF oh eee ery Me ers filter _ y eon San M MS a err oe Erben ee Soo She er ee ened EE ST Ieee tL Erben es Seo Sen Sham poa TeMw SER Sese SERN er et Dao et M d m SARE Ex Blos thes BF Sos ies E E E Nok m OE Bee uon on 7 nes poem een Either eer Shen en Ve hem pe a e Shoe Xen P7 Dies porn n Gnd SECS SSN Pm ses hem Hare decent Criss gere stes eq Bets Figure 32 Mailing List Report Page ANGLER Technologies India Pvt Ltd confidential Page 31 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 The above report can be generated based on filtering the categories like View Location and Contact Category also 14 New Accounts This report displays the list of Account Name Account Category Industry City Account Owner Ownership Last
20. LER Technologies India Pvt Ltd confidential Page 26 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Seah Target vs Actual Group wise EEL Report Options r ST Generated Ropon B riot epee Noa 2008 2006 Month All Location All Usar M Diaria Branch Oniy Opportunity Category Opportunity Group otal Chicago utal Los Angeles otal Naw Jarsey Figure 34 Target vs Actual Opportunity Group Wise Report Page The above report can be generated based on filtering the categories like Financial Year Month Location Selected User and display with Branch also 13 4 Forecast vs Actual Period Wise This report displays the Forecast Values and Actual Values for selected financial year The Forecast vs Actual Period Wise Reports page is shown as Figure 27 Sameh Forecast vs Actual Period wise Report Options Sec Year Select Month Select Lotion Slot Usor Dist a Goneratod Ropon Xe 2005 2006 Manih Api Location AL Uso AI Displaying Branch Only Tot Toe Tot Forecast Te Feet D sjaj oo D D 0 D o D Tw De Nm D a D D D
21. Lbs 2740 Figure 53 Leads by Status Report Page The above report can be generated based on filtering the categories like Lead Status Industry Lead Source Rating View Interval and date also 14 Leads by Users This report displays the list of Name Company Job Title Lead Source Industry Phone Mobile Fax Email id Status Rating Created Date and Last activity of Leads for the selected Lead Users The Leads by Users Reports page is shown as Figure 54 ANGLER Technologies India Pvt Ltd confidential Page 48 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Leads by User Repon Options Slater eg e F In ees ee 3 ar Show Graphical Report also Bel Generate nenore enor to oxo Generated Report E Prnt report Lead Souco Induruy All Stats Al Rating Al Leads Al Leade Admin 887 Records Fane Company Job Tiie Lead I Tai To Aen eee THESE SHOOTS MER Dena Teto Ofte alas Inove 204 feci Mee pus Mia Tero ots Disi Sao SHMUBSSES Hodie 265 2008 Aces ides Val Mead Tei Tei Ademari Farc SLZMSSESRES SATENA eem lees
22. Oppotun33 be Totes ress rears ETS por v Teu 1 2 Tes patel Lo beer Tat perm 1 Ted pcm Tem poe poe AmA 1 Test Tes recul Er EP Taer Tenens Tel Candi Ted Figure 17 Activities In this page the Due Date Activity Type Account Company Contact and Opportunity were displayed for that particular login user To edit or delete a particular Project Activity click the link on the Activity Type It takes to the View Activity Page as shown in Figure 18 where the user can delete or edit a particular Activity ANGLER Technologies India Pvt Ltd confidential Page 20 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 View Activity Assigned By Admin Priority High Assigned To Admin Account Test Activity Type Administration Contact Test Contact3 Due Date 22 Apr 2006 Opportunity Test Opportunity3 Completed X Start Time Completed Date End Time Newt Activity Type Stat Time Due Date Description Manager s Remarks Private X Figure 18 View Activity In this page the detailed description of the Activity was displayed To delete the activity click the Delete link at the bottom of the page It asks
23. Select Using this select option user can know the Overdue Today Overdue Next 7 Days Overdue This Month visit reports can be viewed 8 Footer Similar to the navigation tabs ANGLER Technologies India Pvt Ltd confidential Page 9 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 6 Modules and Sub modules From the Home tab you can access any module with which you want to work by clicking on the tab which bears its name Modules help you work more efficiently by grouping the tools and functions you need to perform specific tasks Each module has one or more sub modules available in it Note Modules tabs are not privilege based That is all the modules tabs will be displayed to all the user levels Sub modules are privilege based That is based on the assigned user level privileges by the ANGLER administrator the sub modules will be displayed to the logged in users The list of modules and sub modules are as follows 1 Home 2 Accounts Account My Accounts 3 Contacts New Contact My Contacts 4 Opportunities Opportunity My Opportunities 5 Activities New Activity My Activities My Activity Log 6 Leads New Lead Leads 7 Forecasts View Target amp Achievement 8 Reports Account and Contact Reports Opportunity Report
24. Updated Date and Location of the Newly created Accounts The New Accounts Reports page is shown as Figure 33 Now Accounts emn a Report Options Account Category Location Indust Omen since Mem A m a Generated Report New Accounts 997 Records Account Category Al Lavan Al Induct Al Ommership A Accounts Al Accounts Account Owes Teese rect amy ET E Ne Tees ed Pen iis fenes Dim p Dicam frena Pan E Piva Samas Pte iocans Fred Mode Fe oan oam p Tere fetal Mn eam rte aane pu Tiere Men Dan esas m Mr an ae rim Satan Pian mace pure Frac fran ane Main Pwa Saba Mon Fre pe Feed Hao Modem Fre aam Mone cats Cac cot Vidas pss Load Et B Figure 33 New Accounts Report Page The above report can be generated based on filtering the categories like View Account Category Location Industry Ownership and last created also 14 1 6 Accounts by Industry This report displays the list of Account Name Account Category City Account Owner Ownership Last Updated Date and Location of the Accounts from selected I
25. a Report I Se Gonorated Report B Print Raport Summarized by Opportunity Catoaorr Location Al Sales 51200 Industy Opponunitios Al Opportniice Type N New Business E Existing Burners E Biz foie Dee Mein Geen ERODE Su 19 CBAZNE AM Total Opp Value 3830000 Expected Amount 514500 Figure 38 Opportunities by Category Report Page ANGLER Technologies India Pvt Ltd confidential Page 36 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 14 24 Stuck Opportunities This report displays the list of Sales Stage Location Industry Opp Category Opportunities Interval Start Date and End Date The Opportunities by Stuck Opportunities Reports page is shown as Figure 39 Stock Opportunities Report Options Sal Ste lason te Coconino Mot Updated sin snes pr xu THES s Hoi N Wr d boost Maton Persa Pre qae Nan edo Shoe Graphical ep di Generated Report 5 Print Report Summaized by Sales Stage Location Al Indus AL Opp Category AI Opportunies A Opporuniics N New Business E Dunes Prospecting 2 Records pp Value 1 Exp Amount Exp Clo Date Lat Updated Last Activit p Kein At CONB
26. able of Contents 1 Welcome to ANGLER CONNECT 14 About this manual e About ANGLER CONNECT 3 Getting Started with ANGLER CONNECT 3 1 Technical Requirements 3 2 Log in Information 4 Accessing ANGLER CONNECT 44 To log in to ANGLER CONNECT 42 cannot log in 43 Security Timeout 44 Managing Your Password 4 5 change your password The User Interface Modules and Sub modules Home Accounts 8 1 New Accounts 82 My Accounts 9 Contacts 9 1 New Contact 92 My Contacts 10 Opportunities 10 1 New Opportunity 10 2 My Opportunity 11 Activities 114 EditActivity 11 5 New Activity 11 6 My Activity Log 12 Leads 124 New Lead 122 My Leads 13 Forecasts 13 1 Sales Reports 13 2 Target Vs Actual Period Wise 13 3 Target Vs Actual Opportunity Group Wise ANGLER Technologies India Pvt Ltd confidential Page 3 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 13 4 Forecast vs Actual Period Wise 13 5 Forecast vs Actual Opportunity Group Wise 14 Reports 14 1 Accounts and Contact Reports 14 1 1 Report on Active Accounts 14 1 2 Report on Neglected Accounts 14 1 8 Report on Accounts by User 14 1
27. ay and select even more than one in this list box Then move next field Description and enter the description of the opportunity then give tab to select Include for Forecast this field is specifically if you are going to select and specify the Opportunity Value then this will be uploaded in the Forecast module on the date which you specified as Expected Closing Date in same page Then select Private field if login users lower level executive should not view it Select Lead Source Currency and Sales ANGLER Technologies India Pvt Ltd confidential Page 16 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Stage from the drop down list then enter the Reference Number and select the Status from the drop down list box Aus opportunity Infomation ed Adain potis Donar s oe county rine e s coant Nane Sekci nts 1 Foe Piae Mandalay Fields d Lead Souoe Eee x ureno Ese s a pct Expected se D p Net Slee See 3 Renee Wess Figure 13 Add Opportunity screen Finally after entering all fields give Save so that the Project get saved or else if you want to delete the values then give Reset so that all the values gets
28. browser when operating the application 4 The application is designed for a minimum 1024x768 pixel screen display resolution 3 2 Log in Information ANGLER CONNECT application administrator assigns log in information a user name and password to every user If you have not received your user name and password combination please contact your application administrator If you do not provide the correct user name and password ANGLER CONNECT application will not allow you to access the application 4 Accessing ANGLER CONNECT To access ANGLER CONNECT application type the URL www anglerconnect com into your web browser s address bar so that you can get into the ANGLER CONNECT You should see a screen similar to the one shown in Figure 1 ANGLER Technologies India Pvt Ltd confidential Page 6 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Be dew Iob ty 5 95 0 D d uw SB amp tak curu beh fem 7 Dens eee Dates cardi coho Joe wer BANGLER Plor enter out Uses Name Parewud to acters account Vit ANGLER User Name nem lode E Esa Fic Dane CRM Figure 1 ANGLER CONNECT application log screen This is the ANGLER CONNECT application log in s
29. c Tes sotniiti Desken ENENSONSCH Teri Godin Zanat RUECR 3 Died Lot pom essei Vies SaaS Franci Ton p Ted Geert Dod EXTENSIONSCRY Ter Pope Price Dodo 100 p pre Sue 1000 aaran Poe 1 2 3 4 5 amp ZF 8 3 10 dH 3J 1 14 1 16 37 1 19 20 A 2 23 24 5 PR 22 28 23 3 1 32 33 34 KH Hh 37 38 I 41 42 4i 44 2458 46b 4 48 439 Bi 52 53 54 55 56 52 58 59 60 62 64 62 68 70 71 72 73 74 75 Figure 14 My Opportunity Screen If the Admin has given the privilege to the User then he can view the Opportunities of Him or otherwise if Project Manager is login then he can view his opportunity status through My Opportunity If you click the My Opportunity then My Opportunity page gets open there each and every opportunity has link in Opportunity Name if you click the Opportunity Name then the particular opportunity page gets open and there you can get a complete detail of the particular opportunity ANGLER Technologies india PvtLid confidential Page 18 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Test Opportunity100 Opportunity Information Created Admin Opportunity Owner Admin Opportunity Test Opportunity100 Opportunity Categor Desktop Opportu
30. categories like Financial Year Month Location Selected User and display with Branch also 14 Reports 14 1 Accounts and Contact Reports The data on Accounts and Contact Reports are displayed in various categories as follows 14 1 1 Report on Active Accounts This report displays the list of Account Name Account Category City Account Owner Created Date and Last Activity of Active Accounts The Active Reports page is shown as Figure 29 ANGLER Technologies India Pvt Ltd confidential Page 28 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Semet ZEE Active Accounts mm ED Repon Options Sy NT Orme end Stat Dale Endo ices H Feier 18d Eie t A A Generated Report Pima pet Active Accounts 833 Recorde Ascot Catagory A Localon Int Profesional Svcs Privato Accounts AI Account Em Accent Omer Teated Date prem taam py Er m asas rn me esce m esos tat ma means aon n meses me asses m Eu me mess on me esos pasma m mesas ani ne mesas aav ma Figure 29 Active Accounts Report Page The above report can be generated based on filtering the categories like View Account Category Location Industry Ownership Interval and Date also 14 Report on
31. confidential Page 8 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Mt Gy 21 206 Select T 7 E Due Date Account Company Contact Onportunty There are no Activities o 10 Search O News ma Useful Edi Messages t liks rch Home Accounts Contacts Opootrites tvs Leads Renate A Technotie Figure 3 The Home Tab screen The various key elements of the screen layout are highlighted on Figure 3 as follows 1 Navigation Tabs Click to choose the desired module 2 Date The current login date will be displayed 3 Target vs Achievement The Target and Actual Achievement of the logged in user for the current month and the current financial quarter will be displayed 4 Search Component Search the required records by using this Search component This component is available in all the screens In each page the search component will be available in the right side top of the page 5 News Promotions and useful Links The latest news Promotions and Useful links will be available in the Home page itself 6 Activities The current day visit details for the logged in users for Customer Owners will be displayed Using the Insert button the user can create new customer visit 7
32. creen If you do not see a log in screen verify that you have entered the URL correctly If you did not make a typing mistake contact your ANGLER CONNECT administrator to verify that you have the correct URL To proceed you must log in to the application by providing a valid user name and password 4 1 To log in to ANGLER CONNECT In the ANGLER CONNECT application log in screen please provide the below information 1 Type your username in the User Name box 2 Type your password in the Password box 3 Click the Login button 4 2 If you cannot log in 1 Verify that your user name and password were entered correctly including any capital letters User name and password are case sensitive 2 Contact your system administrator to verify that you have the correct username and password combination 3 Your account may have been disabled Contact your system administrator 4 3 Security Timeout For security reasons the application will automatically log you out of the application if you do not perform any tasks for a period of time By default the application will not log you out until 30 minutes have elapsed without any activity ANGLER Technologies India Pvt Ltd confidential Page 7 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 When you are ready to resume working with the application click any butto
33. d confidential Page 5 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 site You can enter leads manually in the Leads section or the administrator can import leads or set up Online Lead Capture to gather information from the company s web site 3 Getting Started with ANGLER CONNECT This user manual assumes that the resources you need to access the application are available and that you are familiar with how to use them If you are not sure how to use a web browser mainly IE please talk to the ANGLER CONNECT administrator 3 1 Technical Requirements Before using ANGLER CONNECT ensure that you have the appropriate software installed and configured on your system you will need is 1 Aweb browser Internet Explorer 6 0 recommended 2 JavaScript and cookies support enabled in your web browser If you encounter problems accessing the application check your browser configuration to ensure both JavaScript support and cookies support are enabled See Tools Internet Options Privacy and Security tabs in Internet Explorer 3 The application dynamically creates the screens displayed by the web browser when you click certain buttons Using Back and Forward buttons can cause problems displaying these dynamically generated pages For this reason we do not recommend using these controls on your
34. e p ELEC b a Sr eed ei 3 ar a Show Graphical aisa Generating Rupert Bavant Summarized by Lead Souice dust AN Status AL Rating A Leads All Londe Advertisement 2111 Mee Test Sohne 1 1 lees Worse Ten o Tee Sese maiETIdundelenhas Quid Drame keen Welet Seven 83 Qdfed Ince Mi Adin MeTe Ted Rad Vom Mi Adin 2dr 20 deem Ten Tet Sese SUIMEESEES Ural Hoi Wam 214 AE lees Teno _ Seve SUOMESENS STRHGHIENES masM amp dondelnhars Quid CoM Mi Ain Lus Jees Contcted Coll 2140A Mees Des Snes ssena smana eater Unie Cdi iai Were Teo See nsdi Sndelsshonm Unam ache Me dnin 210e 200S Lus Ho Dasho Mee Figure 52 Leads by Source Report Page The above report can be generated based on filtering the categories like Lead Source Industry Status Rating View Interval and date also 144 3 Leads by Status This rep
35. e below figure This view is called as detailed view Figure 5 shows the screen of it From a specific account record you may link to related contacts Also you can create new contacts and can add notes for the customer GEENA reso Account Infomation esed Admin 9133333355456 Account Held Wit Lor Angeles Foc 927730876907 dest Donor Admin tes DCandeilech com cout Name Tost100 Watse wo test1 00 com occu eg Nane aname100 Dres Private Ferdi eps esc Se test ste Engbyees 0908 Professional Services p Anni 31223333181 Ares Information oss lest ssl test zi Test tate 625 002 USA This account is created by toting dopt Cer X Pias X Figure 5 Customer record Detailed view screen Also there is provision to edit and delete account in the same page If the account record is related with any contacts it can t be able to delete The sharing violation error message shown in Figure 6 will appear ANGLER Technologies India Pvt Ltd confidential Page 13 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Home Accounts Contacts Opportunities Activities Campaigns Leads For New Account My Accounts All Accounts The ord was not deleted du the following reason s This Account
36. eelanddedechism Oper Mi Ain 21Aqr2006 Rundhlihaun Het 2A 2D06 Hes Diet dks Saee SZERESS npaliei Cei Me Adin THE Oper Mea Dabs Pubs SIMON Me Aan Diet Ske Sue SIIMESREES pale kadve Me Admn v eeeeen Her Me in Opo Me Adm Herde Dyce ks Sone SIAMESE mse sarsan Quad Het TAPAE vee wee Cdi Wi Ain 21 208 Figure 51 Neglected Leads Report Page The above report can be generated based on filtering the categories like View Industry Lead Source Status Rating and Activities not taken from the particular date also 14 4 2 Leads by Source This report displays the list of Name Company Job Title Industry Phone Mobile Fax Email id Status Rating Lead Owner Created Date and Last activity of Leads for the selected Lead Source The Leads by Source Reports page is shown as Figure 52 ANGLER Technologies India Pvt Ltd confidential Page 46 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 seach Leads by Source Eme Ld Repon Options leaiSouce Indy Sius Haie Vow Ines Stat Date End Dat
37. elete the completed activity or not 12 Leads The Leads page has three sub modules and they are New Lead My Leads and All Leads and if the admin has given the privilege then through this Leads we can add a new lead and also we can view my leads and all leads 12 1 New Lead This sub module is privilege based Through this sub module users can create a new lead details like Lead Owner First Name Last Name Company Lead Source Industry Lead Status and Rating The Figure 23 shows the New Lead page TIT At Lead Lead Infomation ESL Select Lecator Chicago Prove litore s s Fist Nane Erai mw m Compary Lead Stans S der E Patra Eae s a H HERD 7 i infomation Site Zi Foie coun 888 m Send Noisn Pinte Assign Lead using Lead Assignment Rule m Figure 23 New Lead ANGLER Technologies India PvtLtd confidential Page 24 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 12 2 My Leads If the admin has given the privilege then we can view the my leads here we can view it by Lead Name wise and Company wise then by clicking the Lead Name we can move to the Edit page of Lead and here we can edit delete and by giving Back we can move to View page o
38. est1000 Test Phone 9133339956455 Home Fone 389898765544 Cher Phone Fax 9333333876987 Ena test1000 andeitech com Asi Phone Address Information test steet1000 tast ety 000 test stel 525 002 USA Thie contact ie created by testing dopt SerdFeredoMales Electronic X Non electronic x Pide X ma Figure 11 My Contacts Detail view screen In this module we also have the Provision to Add notes 10 Opportunities The opportunities details for ANGLER CONNECT can be maintained in this module 10 1 Opportunity If the Admin has given the privilege to the User then he can Add Opportunity using the New Opportunity Through this link we can create an Opportunity so that in future if we want to know about a project status then we can get a complete detail of a project through retrieving this page The mandatory fields in this page are Opportunity Owner Opportunity Number Opportunity Group Opportunity Type Account Name Contacts Lead Source Opportunity Value Currency Expected Close Date Sales Stage Probability and Status To create the Opportunity click the link New Opportunity then the link gets open now select the Opportunity Owner in the drop down box and give Tab to enter Opportunity Name and give tab to select Opportunity Category Opportunity Group Opportunity Type and Account Name from the drop down list and based on the Account Name the Contacts will be displ
39. f a particular lead here we can convert the lead into a account by clicking the Convert button We can convert a lead into account by clicking the convert in view page so that it moves to next page and there also we can edit more things if it is required and finally if we give Convert then the lead converts as an account and it will be added to the account page In a page only 20 leads will be display and so other leads will be in next page In bottom of the page the page numbers will be displayed we can also view by clicking page number links The below figure shows the My Leads page m My Leads zm larson Toss poe oor vn Teibesicod po M Tsien Ed o p oo po Tei 98 perc Tes acim o peores moe nomm pee pon mou Test po flee an Eel d perte zumes Menus iach son Tn pee ro Indi adtchoar pee mom Tesi pe o estates a Tes siti poo T Tesi SIE pro Teil poo Pag 1 2 3 4 5 8 amp 2 8 9 WH 12 13 14 15 16 17 18 19 20 21 22 23 24 26 27 28 29 3 31 32 33 34 358 36 32 38 33 40 4i 42 43 44 5 di 4 40 54 Bl 52 53 54 55
40. hnologies India Pvt Ltd confidential Page 43 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 seas Activities by Opportunity Bue H Repon Options Dopiios Su nervt Stat Date End ata 7 E I a Show Grate Rep OEE SE Gonoratod B riot epee Summarizad hy Onparturity Account Test 10 Activity AIL Status Status X Not Completed V Completed Test 1 1 Record p Xen CENE yr Tota ine DHr win Figure 49 Opportunity Wise Report Page The above report can be generated based on filtering the categories like Accounts Opportunities Activity Type Status Interval and Date also 14 3 4 User Wise This report displays the list of Due Date Account Company Contact Opportunity Start Time End Time Status and Completed Date of Activities for the selected User The User Wise Reports page is shown as Figure 50 ANGLER Technologies India Pvt Ltd confidential Page 44 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Sene Activities by User m E Repon Options Stum Aaa Type tae noa SuiDde End Date a am H Ear ar E Stem Gigi ep ale a
41. ies by Account _ 188 Report Options ects Stas Up tego Sole Stage points Inte Stat Dale nd Date i E a Legere Sebo 3r n Show Grace Rape de Generated Report Report Summarized by Account Sale Stage Opp Statue Al Opp Category Al oportunis A Opposition Opp Cat Account Location Indus Salos Stan Lead Souco Opo Vue Amoun C IS Roco m Wan Mugada ERODE N Dalsace SID 10 the lat Mam Mh EEE Gowen ERODE pomoje E Doe MOMO 5 o Gam 5 p innt Opp Value Expected Amount 564000 Ee Em ui ES shes ho eel E pp AOSO000 Expected Amount 554000 foco petty staus onn Account Enp Amount D Fa ose Dote Losi Ge Wan Madh uei ERODE At SIDO SUDO 0 70 thn The Mam Mada Gawio ERDE Abe sf Wee COMEATOAE an Frei LendSeuce Gm o 5 daame 25A p te Tela p hue 4090000 ape Amount 564000 Figure 36 Opportunities by Accounts Report Page 14 2 2 Opportunities by Pipeline This report displays the list of Sales Stage Location Industry Opp Category Opportunities Interval Start Date and End Date The Opportunities by Pipeline Reports page is shown as F
42. igure 37 ANGLER Technologies India Pvt Ltd confidential Page 35 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Opportunity Pipeline bees Roport Options ERI Dpp teres Sisi Date pr c C xb s Es ar Need Ne Deon Make Pie ne egere eon Show Graphical Repon ao i Generated Report Bore Report Location AI Indust Opp Category All Opportuntos Al ppatunitios Type N How Business E Existing Businose Prospecting 2 Records f la Matinee COMBATORE Ai lesse 0m0 TN EO NAPAG 5AA m Wee Mon Govinda COMBATORE At 33000 1650 d One Total Opp Value 3750000 Espsotod Amount 187500 Figure 37 Opportunities by Pipeline Report Page 14 Opportunities by Category This report displays the list of Sales Stage Location Industry Opp Category Opportunities Interval Start Date and End Date here reports are display as selected category wise The Opportunities by Category Reports page is shown as Figure 38 Opportuitios by Category Mese sl Options XE p Stat Date E m im Hm zb roses Tl Es Getae zl 3i ay Show aplic
43. n on the screen The application will automatically load the log in page for you You can also close all web browser windows and reload the log in page manually 4 4 Managing Your Password When you have given the privilege to access the application your ANGLER CONNECT administrator will provide you the user name with a password For security reason you may change this password to another one as only you know Ensure that you choose a password that is easy for you to remember but difficult for another person to guess You can change your password at any time It will be better by changing your password occasionally 4 5 To change your password Figure 2 shows Change password screen You can move to this screen by clicking the Setup tab Refer Figure 3 1 Click the Change Password link 2 In the Change Password screen your username will be displaying Type your current password in the Old Password field and type your new password in the New Password box and again type the new password once again in Confirm Password box to confirm your new password 3 Click the Save button Your password will be changed Change Password User Name admin angleritech com Old password New password Verily New password save Bf Reset Figure 2 Change Password screen 5 The User Interface The first thing you will see after logging into the application is the Home tab as shown below in Figure 3 ANGLER Technologies India PvtLtd
44. ndustry The Accounts by Industry Report page is shown as Figure 34 ANGLER Technologies India Pvt Ltd confidential Page 32 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Accounts by Industry o apr Optone icis ii ia ER M RR am Sree ee 3r ar i Seo oo Report a ao Summa SONA SSS Profesional Service m reU pm Emm mm Tem pP NS aes Te ae as cams Dia d pem Pas mica eem m pem EXER e Ea Eon pun pues ee ee es ES ca ms Tem Ep pe Ses pee Ee ped prem jen pee Mec ee m pen ee m Eum mum p ER em pem pum as ree oar Maa Diae Tem p e mcam pes Figure 34 Accounts by Industry Report Page The above report can be generated based on filtering the categories like Industry Account Category Location View Ownership Interval and Date also 14 1 7 Accounts by Location This report displays the list of Account Name City Account Owner Ownership Last Updated Date and Location of the Accounts from selected Location The Accounts by Location Report page is shown as Figure 35 ANGLER Technologies India Pvt Ltd confidential Page 33 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax
45. nity Group EXTENSIONS CRM Opportunity Repeat Business Account Name Test100 Contact s Mr Test Contact100 Description Include for Forecast Private X x Lead Source Direct Mailers Opportunity Value 1000 Cunency USD Expected Close Date 22 Apr 2006 Sales Stage Proposal Price Quote Probabilty 50 Nest Sales Stage Negotiation Review Reference No Status Hot MEIN J Delete Figure 15 Opportunity Detailed view 11 Activities The User can plan his her activity and the same can be entered in the Activities Module and the completed Activities will be displayed in the Completed Activity log The Open Activities are displayed as in figure 17 ANGLER Technologies India Pvt Ltd confidential Jupiter House 8 1144 Trichy Road Cbe 45 India Ph 91 422 2312707 2313938 Fax 91 422 2313936 Page 19 of 49 www angleritech com ANGLER CONNECT User Manual Version 1 0 My Open Activities E Location TE user Activity a La TITEL TNNT 7T IARD 1 Ten Tet IADE _ Ten Tesi Coniac Tes Orph awae ae Taiz Teco rear Tent eene Testes pono Tone wA 1 Tes Tenge gm Tengen Teco Fenton 2262008 1 Tech Tost
46. onor Summarized he Industte Location AN Sales Stage Opp Category All Uppoturitios Al Oppottuntioe Mer Guiness E Eig Agri amp cultivation Industry 0 econ Ue Av Total Opp Value D Expected Amount 0 Art industry Figure 44 Opportunities by Industry ANGLER Technologies India Pvt Ltd confidential Page 39 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 142 10 Opportunities by Sources This report displays the opportunities by Source wise as selected in the drop down The Figure 45 shows the Opportunities by Source wise page Opportunities y Source Options EGER testy DES DER m Im Em Bi E Annie zl Ee ut Show Graphical Report i SS Gonorated Report Summarized bu Onportunity Source Location Al Soles Stage AN Industry AL Opp Category Opportunities Al Opportunities Type N Now Business E Existing Businose Lead Source One t Records pp Dumor Opp Account Location Indusuy Type Opp Value N Enp Amount Prob En Clo Last Activity e Mabibi Web Musa ERODE 3500 DAS 9 Mr dun COIMBATORE At Memo 5 25 pu 3 Total pp Value 376000
47. ort displays the list of Name Company Job Title Industry Phone Mobile Fax Email id Status Rating Lead Owner Created Date and Last activity of Leads for the selected Lead Status The Leads by Status Reports page is shown as Figure 53 ANGLER Technologies India Pvt Ltd confidential Page 47 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Leads by Status Report Options LeadSouco Raimy Vim nova StatDaie End Date m am ELSE ces Hee Rd e i Br a Terosta nats pe So Generated Report E anon Suomaized by Statur Isis Load Source A Rating Al Loa Al Load aE Toa SIZMSGREES 088785422022 STROKE adie MAdmin 27 200 Kite pon Viam Tet Ted Hd Ur Adm lee Assen let Me Tod Tet Dinar Feral NEMINEM Inve Me Ain Me Tek Tet leider Hd ZANE exe chs Cad lel te Ain 27880 Mie Ss E DS Siae Sasam maene Sanm Abeer ide Me Alm TSS echoes We Adin Iesus
48. rop down The Figure 41 shows the Opportunities by Location wise page Cpporunitios by Location rhe ell EENUM Repon Options si Stat Dale End Dae a Ia LAE H ie ar 8 Show Graphical also A SRN Gonoratod Report Benon Summarized bv Location Industiy AlL pp Categery All Sales Stage AN Type N Now Businose Existing Businose BANGALORE 0 Record Don Account Industry Typo S taqe Load Source pp Value Exp Amount Pro Enp Clove Dato Last Undatod No recorde matched Total Opp Value 0 Expected Amount 0 CHENNAI 0 Reco Figure 41 Opportunities by Location 14 2 7 Opportunities by User This report displays the list of Due Date Account Company Contact Opportunity Start Time End Time Status and Completed Date of Activities for the selected User The User Wise Reports page is shown as Figure 42 Opportunities by User eae Repon Options eoe Location Sales Stage 9 Opp Catogo Sowas E m xm an IM E Bp ar A oT Generated Report Brie Report Summarized tu Donate mes Locali AN Industiy AN pp Category ANL Sales Stage AN Type Business E Business Admin 3 Record m eec ge RTE ERS ANGLER Technologies India Pvt Ltd confidential Page 38 of 49 Jupiter House 8 1144 Trichy Road Cbe 45
49. rs are not required to have any programming or software development knowledge but should be generally familiar with the use of a personal computer and Internet browser software such as Microsoft Internet Explorer This ANGLER CONNECT User manual provides information for two groups of application users Users ANGLER Business Development Executives Administrators who wish to record and track company activities and outcomes ANGLER administrator who manage user access to the application 2 About ANGLER CONNECT ANGLER CONNECT application enables ANGLER to efficiently organize and maintain information on all aspects of the customer relationship The application seamlessly blends all of the functionality required to manage information on many ANGLER related business aspects into an intuitive and friendly tabbed user interface The core features of ANGLER CONNECT application are 1 Accounts and Contacts Management a Customers creation and management with any number of Contacts associated with each Customer 2 Opportunities Management a The opportunities details for ANGLER will be maintained in this module 3 Acti ies Management a User can maintain the customer visit details and the issue details during the customer visit 4 Leads Management a A lead is a prospect or potential opportunity a person you met at a conference who expressed interest or someone who filled out a form the company s web ANGLER Technologies India Pvt Lt
50. s Activity Reports Lead Reports 9 Setup Change Password ANGLER Technologies India PvtLtd confidential Page 10 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India Ph 91 422 2312707 2313938 Fax 91 422 2313936 www angleritech com ANGLER CONNECT User Manual Version 1 0 10 Logout 7 Home The Home module is explained in detail in the section 5 please refer above 8 Accounts Accounts related information will be maintained in this module This module has 2 sub modules They are New Account and My Accounts Figure 4 shows the default page of Accounts module Seach My Accounts Bum x 1 DID RENI eria EE EI om E en m altem p sumus es m sot altema pen sonus p samenen E ERR sus ada a suse pes tcn E suene seen prem Saee suene Errem am pm suene tei Pie prre seem ps soc prre ndm Patino seem p Poo 1 2 3 4 5 8 I OP Hon BB Hom om Dom nmomon momo RRR EMM Os Figure 4 Accounts module default screen My Accounts page Note If the logged in user has the privilege to create new accounts details then the sub modules Create New Accounts Detail links will be available Otherwise it won t display This
51. the confirmation message from the user whether to delete the activity or not 11 4 Edit Activity To edit a particular Activity click on the Edit link It paves to a new Edit Activity page as shown in Figure 6 2 The details of the particular activity are displayed in the textboxes The User can edit change the details of the Activity After the changes have been made the user has to click the save button to save the changes ANGLER Technologies India Pvt Ltd confidential Page 21 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 ait Activity n Depas FERED nee Date Active Sa Desc Serd iden Emal Bias Tos Copas s Tis 8 E i tremo E o E Min Sisi ime SEES ST Min EL Figure 19 Edit Activity 11 5 New Activity To add a New Activity the User can click the link New Activity in the Activities This leads to Add Activity Page as shown in Figure 6 3 It adds activities Project wise ANGLER Technologies India Pvt Ltd Jupiter House 8 1144 Trichy Road Cbe 45 India Ph 91 422 2312707 2313938 Fax 91 422 2313936 confidential Page 22 of 49 www angleritech com ANGLER CONNECT User Manual Version 1 0 pz mm
52. unt is not client then select it as Private Add Account Account Information eed Admin ierra X secon er x sa Em sis Ts tassi xg 5 Adres Infomation Skeet myfi Bese Fre Serene Mie int Piae EN EE Figure 5 New Account screen After entering all the values in all fields then give Save to get Save or if you need to create another Customer Profile then give Save amp New or click the Reset button to clear the values in all the field and reset to its original state or if we want to move to the previous page then by giving Back we can move to previous page ANGLER Technologies India Pvt Ltd confidential Page 12 of 49 Jupiter House 8 1144 Trichy Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 8 2 My Accounts In this module logged in user can view accounts details allocated to them View a paginated Account list A maximum of 20 records Accounts Links will be displayed per page Refer Figure 4 Dropdowns are available for the fields like Account Name City and Industry here You can list the records based on the dropdown selection By clicking on a specific account link you can view the account in detailed manner as like in th
53. y Road Cbe 45 India www angleritech com Ph 91 422 2312707 2313938 Fax 91 422 2313936 ANGLER CONNECT User Manual Version 1 0 Sene Activities by Lead Repon Options See Lead a tara End Date m am H Es 3H ar a E Sham Grp ep ale a So Generated Report Bacon Summarizer Lande cit Type AN Status A Status X Hot Completed Y Competed Test Lend Test Acct o Record Duc Date Owner Stat Tine End Tine Emm Test Lent M1 Test Acct 41 0 Recordi actly Acti ner Sind Time Mo matched Total Tino 0H 0 win Test Lend 442 Test Acct 442 No records matched Test Lendi441 Test Acct 441 a eco Due Date etis Tyre ciety Owner Stat Tie Total Tine ir min Test Lend1444 Test Accl444 E Tape Act Owner at Tine End Tie Total Tie e 0 min Test Lend 445 Test 1 445 10 Type Demo E End Vane aia tec Figure 48 Lead Wise Report Page The above report can be generated based on filtering the categories like Lead Activity Type Status Interval and Date also 14 3 3 Opportunity Wise This report displays the list of Due Date Activity Type Contact Activity Owner Start Time End Time Status and Completed Date of Activities for the selected Opportunity The Opportunity Wise Reports page is shown as Figure 49 ANGLER Tec
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