Knowledge Base


Adding a new Organization #

To add a new Organization,

  • Adding Organization info Manually
    • Click on the + Add Organization button in the List view
    • Provide the necessary details
    • Click on Save
  • Using Quick Create
    • It lets you quickly add Organization Information from anywhere in Joforce CRM.
    • Click on the + icon in the top Quick Actions Menu
    • Choose Organization from the drop-down
    • In the Quick Create Organization popup, add the related information
    • Once done, hit Save
    • You can also access the complete Organization Form right from here by clicking on Go to full form.
  • Importing Organization from Existing Files
    • You can get all your existing Organization information from different sources inside Joforce CRM. Gather the list of all your Organization information, convert it into a CSV file, and import it all in one in just a click.
  • Converting a Lead
    • Once your Lead is qualified as a potential prospect, you can convert them into contact and Organization.
      • Go to the detail view of the lead and click on Convert Lead in the top menu.
      • In the Convert Lead pop, the lead data is copied to the corresponding contact and organization data(if added the Lead data is properly).
      • You can also change the information as per your needs
      • Finally, click Save
    • Once you hit save, new records are created in Contacts and Organization and remove records from Leads. The data creation and the information transfer from Lead to Contact or Organization have been done based on Mapping.

Default Organization fields #

By default Joforce CRM offers you a List of fields, to add the Organization related information into Joforce CRM.

You can easily add custom fields to your Organization module to add more information related to the Organization.


Managing records in the Organization #

  • Click on a List text box at the top → click on Create New option beside the LISTS to create custom filters.
  • Click on Import → To import all your existing information into Joforce CRM
  • Click on More
    • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields
    • Workflows → To add workflows related to your Task and Events.
    • Picklists Values → To modify the picklist values
    • Numbering → To create custom numbering for records
    • Setup Webforms → To automatically capture leads from your website
    • Merge selected records → To merge the records
    • Find Duplicates → To find duplicate in the module
    • Export → To export the data to an external source

Action performed in the list view

  • Click on the Search icon in the right corner→ To search for records in that module
  • Click on the Box icon in the right corner→ To alter the header menu
  • Double-click on the menu → To sort the menu.
  • Bulk Actions on multiple records → Select the desired records → click on the drop-down menu at the top
    • Send Email → To send an email to your prospects
    • Transfer Ownership → To change the ownership of the selected data
    • Follow – To keep track of a record
    • Unfollow – Disable when you no longer need to track a document
    • Add Tag → To add a different tag for the selected records
    • Edit → To edit the selected records on the whole (Mass Edit)
    • Delete→ To Delete the selected records(bulk deletion)
    • Comment icon → To add comments to a selected record

Actions done on a single record

  • Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.
  • Click on the drop-down in the right corner of each record
    • Details → Navigate to the detailed view of the record
    • Edit → To edit the record
    • Delete → To delete the selected record
  • Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view

Action performed in the detail view

  • Click on Add Tag below the Organization icon→ To add a tag
  • Click on Follow – To keep track of an Organization
  • Click on Send Email → To send an email to your prospects
  • Click on Edit → To edit the record
  • Click on More
    • Delete → To delete the record information
    • Duplicate → To replicate the already existing record to create a new one
    • Organization Hierarchy → To know about the organization hierarchy
    • Transfer Ownership → To change the ownership of the selected data
    • Add Event → To add a new event
    • Add Task → To add a new task

View/ adding of other module records related to the particular Organization #

You can easily view/ add the other module records related to a specific organization.

  • Go to the detailed view of the particular record
  • Click on the appropriate module icon. It displays all the related records.
  • You can also relate a new record either
    • By selecting from the already existing records
    • By adding a new record to that module

The list of modules included are

  • Contacts, Deals, Quotes, Sales Orders, Invoices, Activities, Emails, Documents, Tickets, Products, Campaigns, Services, Projects, and PBX Manager.