Page 348 - Training 2019

OPENING NEW CUSTOMER ACCOUNTS (NOT YET IN OPERATION):
For all new customer accounts, a new task will also be created. This task activity is setup as “create email from note” as it
is setup to automatically be emailed to Mogie and the GFM. The task will follow the same above guidelines with one
additional requirement:
- The standard template for new customer accounts as well as relevant supporting documentation must be included
in the documents tab of the activity;
- Once the task is completed by Mogie, she will then mark the task as completed;
- The admin person will then need to add the document link to the newly created customer once completed.

DOCUMENTS TAB:
This tab shows all documents linked to the specific customer. As per above, the credit approval letter should be linked to
each customer as the default. Additional documents which are specific to the customer can also be linked here and filed
electronically according to the same guidelines as detailed above.

TIP – The documents tab contains a “link” to the relevant file and therefore CRM does not contain the relevant
file. The link you create points to where on the network the document is saved. If you remove the link, this
does not delete the actual file off the network.

OPPORTUNITIES TAB:
This tab shows all opportunities linked to a specific customer. An opportunity is what we use to refer to the “Opportunity
to do business with our customers” – therefore it is not just another word for a quote – but the opportunity to grow our
wallet share, products and relationship with the customer.

There is quite a bit of information which needs to be completed in this screen, so let’s get cracking! Click on the
Opportunities tab, the following screen will appear:

Click on “New Sales Opportunity” to start creating the detail, the following splash screen will appear:

CRM TRAINING MANUAL 13

Updated - 08 October 2018