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CRM Overview

Last updated 12/04/2017

The CRM Module is a core module in Cin7 - it’s where all your Customers, Suppliers and Branches are stored. This article outlines the key parts of the CRM Module.

Overview

The CRM, or Customer Relationship Management, module is a repository for all your customers, suppliers and branches.

For information on how to create a contact, and an explanation of the fields, see Creating Customers and Suppliers.

To import contacts in bulk see CRM Template, and Importing Contacts.

 

Field Key

1. Filters
Keyword Search by company name, first or last name, phone number or email address
Created Set a start and end date to filter contacts by when they were created
Last Modified Set a start and end date to filter contacts based on when they were last modified
Callback Set a start and end date to filter contacts based on a callback date
2. Additional Filters
Custom Filters Filter active or inactive customers. Also filter those contacts that received errors when importing into your Accounting Software
Search Notes Filter contacts based on what was entered into the 'Notes' field of a contact
User Type Filter on customers, suppliers or branches
Customer Group Filter based on customer group, allocated under the 'Classification' section of the CRM.
3. Stage Filters
Stages Cin7 gives you the option to filter contacts based on a 'Stage'. For more information on stages, see this article.
4. Actions
Export Contacts Exports the list page into a CSV file
Merge Contacts If two contacts are ticked, this function merges the two contacts
Import Contacts This wizard takes you through the import process, see this article for more information
Bulk Update contacts Update contacts in bulk using a CSV
5. Columns
View Click here to view more details and edit the contact
ID Cin7's unique ID for each contact. This cannot be modified
Status Either Active or Inactive
Type Either Customer, Supplier or Branch
Price Option The price or cost column that has been assigned to the contact
Company The contact's company name
Name The first name and last name of a contact
Phone The phone number of the contact
Email The email address of the contact
QBO/Xero Shows if the contact has been imported into your Accounting Software
Notes Displays the 'Quick Notes' field. Hovering over the speech bubble will display the full notes