Business Settings

Business Settings

Business Settings is the place where you can make changes to Business information
To access business Settings click User Name drop down -> Busines Settings

To Edit information click on  

Here you can update Business Information-

1. Business Logo 
2. Business Name 
3. Business Email
4. Business Phone
5. Business Website

Here you can also update call and voice settings Information.

For example:
You can set the incoming call timeout duration.
Update voicemail according to your preference.
Select if you want to allow duplicate contacts and contact priority

You can also click on   and update social media links.

You can also set up office hours for your business and you will also have the Auto Task Number Generation feature: the perfect solution to streamline and enhance your business operations. Designed to optimize efficiency and organization. This cutting-edge feature empowers your business with automated task numbering, revolutionizing the way you manage and track tasks

Once you have finished updating information click on

User Settings

In user setting you can create new user for your busness and delete/edit existing user.

To create a new user click on 

Here you have option to setup user permissions. You can select which businesses you want to give access to to user, you can define role of the user and select if you want to show user only assigned data.

You can also select modules to which you want to give user access.

If the user has  a dedicated number, we can do call and voicemail settings.
and set up office timings.

To edit  a user click on  and you can edit the user detals, by clicking on 

Team Settings
Team settings allows you to create a team. To create a team click on  

Telecom Settings
In Telecom settings you can connect providers, at this time we have option of Twilio only
 you have to signup for a Twilio account. Once you have signed in Twilio you can enter account sid and Auth token and click on connect provider.

Email Settings
Mailgun is an email delivery service for sending, receiving, and tracking emails.
You can send transactional or bulk email effortlessly with Mailgun, regardless of which business you are in.
Mailgun makes integrating email into your existing application incredibly easy.
Whether you need to send one thousand or 10 million emails in minutes, Mailgun infrastructure scales with you and you are never caught in a bind when you need it most. 

All you need to do is enter name and API Key and click on connect Email.

Payment  Settings
 As of now with CrmOne you can uses Stripe to accept payments, and manage business online.
 Stripe is an online payment processing and credit card processing platform for businesses. 

When a customer buys a product online, the funds need to be delivered to the seller; Insert Stripe. Stripe allows safe and efficient processing of funds via credit card or bank and transfers those funds to the sellers account. 

Stripes software includes both a payment processing platform, as well as a credit card payment gateway, and both are required in each successful online transaction-- making it the most efficient and simple software to choose for online payments. 

How Does It Work? 

Stripe has simplified the process of their service for business owners so it's easy to understand and navigate.

Stripe Payment Process: 

• When you create an account for your business, Stripe software will connect to the purchasing page of your shop platform. 
• Once a customer is ready to purchase an item or service and ‘checkout’, they will input their financial information in the purchase page. 
• The information will then be sent from the website, through the Stripe software that will verify that the funds are available (payment gateway) and process the payment before sending it to the merchant account. 
• Merchant receives funds, and a confirmation of sale is sent to both the buyer and the seller.

Stripe Protects from Fraud 

If an error occurs in the payment process (i.e. inadequate funds in the buyer's account) Stripe will reject the transaction and the customer is notified to use a different payment method. 

Stripe also monitors for fraudulent transactions and will automatically block any transactions that look suspicious. 

Implementing a combination of spending limits and merchant controls on cardholders will help eliminate exposing your business to fraudulent activity. 

Integrate Stripe with CrmOne 

To setup Stripe payment, all you need to do is select a plan and create an account with Stripe. To Integrate Stripe with CrmOne you need to enter Service Name and Keys and click on Connect Account.

Deal Settings
We get leads and prospects from many sources,  some may come from your company website, while others are initiating conversation and are almost ready to purchase.

As a salesperson, it is your job to get their contact information, measure the sales volume they will be able to bring in, evaluate how likely it is they will make a purchase, and keep track of the stages that they go through until they become customers.

This is all done through a process known as the sales pipeline.
 

A clear, distinct sales pipeline enables you to track your potential customers from start to finish, close deals faster, and generate more revenue.
A sales pipeline encompasses all the different stages that your prospects go through on their way to becoming customers. In simpler terms, a pipeline shows what deals a salesperson is currently handling and at what stage of the sales process these prospects are at.

In Deal settings you can create deal pipelines and manage the potential revenue streams.

To create a Pipeline click on 

You can also create deal stage and set probability of converting if prospect qualify that stage.

You can also create and delete Deal lost Reason.

You can also set-up  default Deal amount calculation property.

Task Settings

Using Task settings you can create and delete task.

And add and delete task type.

Calendar Settings

Calendar management is the process of prioritizing and scheduling activities, like events and tasks to achieve optimum productivity within a set time limit.

Create and Configure your calendar to simplify coordination across teams and time zones.
The Calendar module in CrmOne allows you to manage your time by scheduling Meetings, Calls and Tasks. You may share your Calendar to allow others to view and book appointment for upcoming activities. 

To create a calendar you go to Business Settings and click on   

On the next page you can choose a meeting type

One-On-One – Lets you schedule a one to one meeting with your team mate or with a client.

Optimize for availability - Gives you flexibility to choose the meeting attendees based on priority, hierarchy, or availability.

Optimize for Equal Distribution – Allows you to add different individuals in a meeting based on predefined stages.
 
Group – Allows you to let a group of individuals join the meeting based on project/event needs.

On the next page you can enter overview information like Public facing calender title, User,
User location, and Appointment title. After you have configured click

On the next page you can do Scheduling Configuration, You can set Appointment slot, Slot time Increment, Free time after appointment, Extra reserve time for appointment, Maximum appointment per slot per user
Maximum appointment per day.

You can control and avoid last minute appointment by setting up Scheduling notice before away hours i.e. Minimum advance duration and Maximum advance duration

Under form Settings you can configure your form or choose default form. 

On the next page you can configure notification & additional options

Under form Submission you can Control how you want the confirmation page to be displayed you want to set redirect to URL on form submission or you want Custom thank you message.

You can configure notifications to Send appointment booking details to sales person via email/ sms and Send appointment booking details to contacts via email/ sms. 
You have a choice of customizing email template as well.

After you have configured everything click on submit and you can see that your desired Calendar have been created.