User Manual
Home
Home page widgets display a block summary of the information within Second CRM, as well as key performance indicators.
Navigation
You can navigate within the Second CRM as if you were browsing websites. It will allow you to get most information quickly.
Accounts
Accounts represent a company, organization or business with which you have done at least one business deal.
Contacts
Contacts is where you can keep all relevant customer information, or the information of people who are related to your business.
Calendar
The Calendar module gives the user the ability to schedule, share, track and follow-up events and to-dos.
Reports
Reports provide your sales team with the ability to filter and extract data relevant to them from thousands of records.
Mail Manager
Mail Manager is an integrated email client that allows users to access emails from Second CRM without hopping to another email client.
Campaigns
Campaigns refer to the marketing process with the ability to schedule and execute mass email campaigns.
Leads
Leads is a raw contact or unqualified sales opportunities gathered from various marketing activities or campaigns.
Potentials
Potentials provide strategy to follow up prospective customers through the different stages until closed.
Quotes
Quotes is a business document created to formalize the sales deal with details of products and services upon inquiry or request from a potential opportunity to customer.
Sales Order
Sales Order is a business document created to formalize the deal closed and track all the products/services that should be manufactured or shipped to customers.
Invoices
Invoices is bills issued to the customers for the Products or Services with the purpose of receiving payment.
Service Contract
Service Contract is a negotiated agreement to offer service to products procured to your customers.
Service Request
Service Requests, also called as Trouble Tickets, are post-sales support requests generated by your customers.
FAQ
FAQs refer to listed questions and answers which frequently asked in some context, and pertaining to a particular issue.
Project
Projects is a planned work that involves specific goals, start date and target end date, budgets, progress etc.
Survey
The Survey module allow you to collect customer feedback or customer contact updates and capture them back into Second CRM.
Bills
The Bills module is a single access point to viewing real time billing information.
Payments
The Payments module is used to track your incoming and outgoing payments.
Products
Products represent stock of goods in inventory. Products can be procured from suppliers or rendered to customers.
Services
Services refer to the free or paid assistance you would offer to benefit your customers.
Price Books
Price Books allows you to work with an unlimited number of different price lists for products in your inventory.
Vendor
Vendor is a person or company that provide goods or services to your company.
Purchase Order
Purchase order is a legal document handled over to vendor to purchase Products or Services.
Leave
Leave management smoothens the leave approval process between the employees and HR.
Sales Target
Sales Target is a goal set for a salesperson or sales department measured in revenue or units sold for a specific time.
Content Library
Content Library is a repository where the internal or external files you upload and save in your Second CRM are stored.
Email Templates
The Email Templates module helps users to create customized email templates used for Campaigns and Mass mailing.
Recycle Bin
Recycle Bin acts like an archive for all deleted records and helps you restore them when required.
SMS Messages
The SMS Messages module is used to automate sending SMS to selected records in Second CRM.
Google Apps
Google Apps enable user to import contacts from Gmail & upload documents in Google docs.
Second CRM Mobile
Second CRM Mobile App enables users to access data, manage activities, and more while away from their computers.
Users
Users represent people that will be able to log into Second CRM and access records according to their permissions.
Login History
This feature helps the administrator to track the login history of the users.
Blocked Login
Blocked login are use to set the maximum number of failed login attempts for the users.
Password
This features enable administrator to set complexities of the password for the users.
Roles
Roles are used to create user hierarchies and determines the privileges the users is permitted to perform.
Profiles
Profiles are used to define user privileges on records, fields, modules and functions such as import and export.
Groups
Groups are combinations of multiple users, roles and groups to manage common sets of records.
Sharing Rules
Sharing Rules are used to configure data sharing rules across users in role hierarchies.
Assign Company
Assign Company helps you to assign companies to specific users.
Edit Fields
Edit Fields allows you to add new custom fields, re-arrange fields, edit field properties, and move fields inside and across blocks.
Picklist Editor
A Picklist is a drop-down field with list of options available, within which, only one option can be selected.
Picklist Dependency
Picklist Dependency helps you to select values in the target picklist field more accurately depending upon values in source picklist fields.
Menu Editor
The Menu Editor helps you to place the most frequently accessed modules on Menu bar. You can also rearrange them according to your requirements.
Google Configuration
Setup Google Configuration by enable Google API and get the client ID to sync your calendar and contacts instantly.
Custom Login Page
Customize Second CRM login page by adding your company logo, facebook or twiter and etc.
PDF Settings
PDF Settings enables you to customized document templates for Invoice, Quotes, Sales Order and Purchase Order for your business operations.
Company Details
Company Details enables users to upload their company logo and company details and use it while generating PDFs.
Terms and Conditions
This feature enables users to define their business terms and conditions in the form of text.
Mail Converter
Mail Converter adds the capability to scan users mailbox and take action on messages that matches the specified criteria.
Workflows
Workflows streamline your business process by automating operations such as sending reminder emails.
Scheduler
Configure scheduler to specify when the created Cron Task should work and at what frequency.
Announcements
Announcements, like message boards, are used to convey your message to users across Second CRM.
Mail Server Setting
Mail Server Settings allow users to send out emails from Second CRM itself and track the email trail along with access count.
Restrict Action
Second CRM allow you to apply some restriction for certain action in certain module.
Multiple Discounts
This feature allow you to manage multiple discount based on roles, discount level, discount type and criteria.
Currencies
This feature allows user to manage national and international currencies and also the exchange rates.
Record Numbering
This feature helps you to customize the numbering of records across different modules in Second CRM according to your requirements.
Tax Calculations
Tax Calculations allow user to manage taxes which may apply to products or services.
Webforms
Create and integrate webforms in your website to capture website visitors as lead records in Second CRM.