How to create your own CRM bubbles and analysis fields

sales-i allows Power Users (only) to create analysis fields which can then be reported on within the Enquiries section. This guide will show you how.

Desktop

Download a PDF version

 

Step 1: Click Control Panel

From the black navigation bar at the top of the screen, click CONTROL PANEL.

How to change the color of call types - MyCalls 1

 

Step 2: Click CRM

Next, click CRM.

How to create your own CRM bubble 2-01

 

Step 3: Click Setup.

Now, click Setup.

How to create your own CRM bubble 3-01

 

Step 4: Custom Sections

Click on Custom Sections (the bottom option).

You can now either edit an existing section or add a new section.

Interested in editing an existing section? Click on the section and Skip to step 6.

To add a new section, click the Add New Section in the top right hand corner.

How to create your own CRM bubble 4-01

 

Step 5: Click Add Section

Now you need to give your CRM bubble/section a name.

To do so, type in a name and click the green Add Section button.

Your new section has now been created.

How to create your own CRM bubble 5-01

 

Step 6: Click Add New Field.

Now we need to add new options into your section.

Click Add New Field.

How to create your own CRM bubble 6-01

 

Step 7: Name and select List

Give the field a Name and select List from the type.

It is vital you select List as this will ensure the field shows as a bubble (so you can then report on it).

Finally, click the green Add Field button.

How to create your own CRM bubble 7-01

 

Step 8: Click Edit List

You can now choose to make the field mandatory for the user to fill by ticking the check box under Mandatory.

You can also choose to exclude this field from Enquiries if you wish.

Next, click the Edit List Button.

How to create your own CRM bubble 8-01

 

Step 9: Enter drop down options

You now need to select what the drop down options for your list will be.

You can enter as many options as you like.

Please Note: We recommend not adding too many options as this keeps data entry fast and efficient for the user.

How to create your own CRM bubble 9-01

 

Step 10: Click OK

Once you have entered your drop down options click the green OK button.

How to create your own CRM bubble 10-01

 

Step 11: Click Update

Finally, click the green Update button to save your new analysis field.

This will update the field so they are useable by all users across both desktop and mobile versions of sales-i.

How to create your own CRM bubble 11-01

 

Step 12: Reporting

You are now able to update details for customers or prospects via their Customer record card.

You can also report on your new CRM bubble via selecting Enquiries and then selecting your bubble from the CRM analysis section.

How to create your own CRM bubble 12-01

 

Need additional help?

Drop us an email regarding your query to support@sales-i.com and we'll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.