Your Comprehensive User Guide

There are few features in Thriwin which are charged based on usage. You don’t have to pay a fixed fee and pay only per usage for these features. We call these usage based events. We offer straightforward, affordable  and transparent pricing for these events. Whether it’s accessing phone numbers for calls, making calls, recording the calls,  creating landing pages, intelligent AI Agents answering all your queries, or generating email content, our pricing is tailored to ensure you only pay for what you use. We just charge a small commission on top of the price provided by our service providers in these events to ensure quality outputs.

Usage rates for Calling

The call service is charged on a per-minute basis, and phone numbers are billed monthly according to Twilio's "Pay-as-you-go" Voice pricing. As per Twilio's pricing policy, all calls are rounded up to the nearest minute and cent (e.g., a 70-second call will be charged as a 2-minute call).

Call rates differ depending on the country and the type of phone number being used. The per-minute rate for each call may vary based on the destination number and the originating number.

Check Twilio's In Depth pricing section when looking at the particular country's voice pricing for potentially cheaper rates when making calls within your country. For example, there may be a significant difference in cost when making a call within the US compared to calling from the US to Germany. You can view the cost difference when called from the US to Canada and to other countries respectively.

Usage rates for Phone Numbers

The price of a phone number depends on the country and type (local, toll-free, etc.). For a comprehensive list of phone number types and costs, click here.

 Phone numbers are billed when they are purchased. Purchased numbers are renewed each month on the calendar day before the purchase date. For example, a number purchased on January 2nd would be renewed on February 1st. If the billing day doesn't exist in the current month (e.g., February 30th), the renewal will be billed on the last day of the month.

Usage rates for Meetings

 We charge a rate of $0.031 per minute of video for the meetings scheduled and attended through Thriwin. This fee is designed to cover the cost of recording, processing, storage and delivering high-quality video content. Whether you're recording a brief meeting or a longer session, this transparent pricing ensures that you are billed fairly based on the length of the recording. 

Conversation AI

In  Thriwin, Conversation AI is available at a rate of $0.021 per minute, offering precise audio-to-text transcription and analytical services. This feature ensures seamless accessibility and accurate documentation for users.

AI-powered transcription provides highly accurate, real-time records of calls or meetings, automatically generates summaries and identifies action items to make your SDR’s life easy by escaping painful note taking process  while ensuring every detail is captured with precision, as shown in the image below. 

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AI Agent

The AI Agent in Thriwin leverages different language models of ChatGPT API to provide intelligent solutions that start at a cost of $0.15 per 1M tokens consumed.. For a comprehensive list of costs, click here.

Below are the use cases and their functionalities:

Call Analytics in Conversation Intelligence

Functionality:

• AI agents provide detailed call analytics, offering a concise summary of the conversation along with clear next steps to guide follow-up actions.

Benefits:

• Instant Access to Conversation Insights:
  AI-powered transcription provides immediate access to full, accurate transcripts, automated summaries and action items discussed in the meeting, allowing you to review key topics, decisions, and action items without the need for manual note-taking. This will help you stay on top of conversations with your customers and give real time insights to have meaningful conversations later
• Proactive Sales Coaching:
  AI transcription not only captures conversations but also analyzes sales calls in real time, offering actionable suggestions to improve objection handling, questioning techniques, and overall performance.

Landing Page Creation

Functionality:

• The AI Agent generates dynamic landing pages tailored to user needs.
• It creates content, headlines, and layouts efficiently, reducing manual effort and ensuring engaging, conversion-optimized designs.

Benefits:

• Saves time by automating content generation.
• Delivers consistent and professional-quality landing pages.

Chatbot

Functionality:

• The AI Agent powers a chatbot to handle customer queries related to the CRM system.
• It provides accurate and context-aware responses to user questions and guides them through CRM-related functionalities.

Benefits:

• Enhances customer support with instant, accurate answers.

Email Template Creation

Functionality:

• The AI Agent generates email templates with customizable tones and styles.
• Users can create content for marketing, customer support, or transactional emails in seconds.
• As mentioned in below Image, you can create and reply to email with the help of AI, it  generates context-specific email templates with remarkable accuracy.

Tone Options:

• Formal: For professional communication.
• Casual: For engaging and approachable messaging.
• Persuasive: For marketing campaigns.

Benefits:

• Saves time on crafting email content.
• Ensures professional and tone-appropriate templates for different purposes.

Customization of Columns

Scope:Customize the columns by clicking on the Customize Column icon. This allows you to:

• Freeze the top 3 columns.
• Change the sequence of the columns.
• Select or deselect any number of columns as needed.

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Click on Customize columns

Check which columns need to shown

Use drag option to interchange the column sequence

You can freezer first three columns

Click on submit

Need More Help?

Contact Support: For further queries, reach out to our Support Team.

Bulk Actions on Companies

Scope:To perform bulk actions on companies:

Steps:

• Select the desired number of companies from the list.
• Choose one of the following bulk actions:some text
  • Bulk Update: Update any field with the same value for all selected records.
  • Bulk Deactivate Companies: If selected, the system will prompt you to confirm whether to deactivate associated deals.
  • Bulk Delete Companies: If selected, the system will ask whether to:some text
    • Delete associated deals.
    • Delete only associated open deals.

Ensure you review and confirm the prompts for associated deals before proceeding with deactivation or deletion.

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Select companies in companies List

click on perform actions

Select any one of the action available

Action -Bulk update

•  Select a field to update

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• Select a field and give a value to update

• Click on update

 Bulk action- deactivate

• After selecting deactivate

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• Check if you want to deactivate associated deals

• Click on deactivate

Bulk delete

• After clicking bulk delete

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• Check if you want to delete associated deals

• Check if you want to delete associated open deals i.e., not closed deals win /lost.

• Click on delete

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Bulk updation of Companies

Scope:update company records using Excel or CSV files by referencing the system-generated ID.

Steps:

1. Select the "Import" option and choose the "Update" mode.
2. Map the columns in your file to the corresponding system field names.
3. Click "Import" to initiate the update process.

Since this is a background task, wait for the acknowledgment email. If there are errors, the email will include an error message column with specific messages for each affected row. Rows with errors will be highlighted in orange.

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Step 1: Import

Step 2: Choose file

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Step 3: Select update

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Step 4:Map fields

• Map file fields with system fields ( Id is the system generated unique id which is required to update a contact, you can get it by exporting the company data)

Step 5:Confirm Importing

• After mapping Click on Import to start update of companies.

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Creating Sequences

How to create sequences for marketing campaigns

Introduction

• Purpose: This guide will walk you through creating a new sequence in Thriwin. You'll learn how to prepare marketing lists, templates, and email senders before configuring the sequence using the Sequence Creator tool.

Step 1: Prepare Prerequisites

• Description: Before creating a sequence, ensure the following steps are completed: some text
  •  Create a Marketing List: Add the list of contacts to target.
  • Add Templates: Set up email templates to be used in the sequence. 
  • Configure Email Senders: Ensure the email senders are properly configured and verified.

Step 2: Open the Sequence Creator

• Description: Navigate to the Sequences List Page and click on the Add (+) button to open the Sequence Creator tool.
• Screenshot: 

Step 3: Configure Sequence Details

• Name the Sequence: Enter a meaningful name for your sequence in the Name field to easily identify it later. 
• Set the Start Date:  Select the Start Date for when the sequence should begin sending emails.
• Configure the Schedule: Choose the days and times for the sequence to be active: Use the toggle buttons to enable or disable specific days of the week.Set the From and Till times for email sending within each active day.

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Step 4: Create Sequence Steps

• Add the First Step
  • Select an email template for the first step in the sequence.

• Optionally, use AI to generate variations of the original template. You can edit and select the AI-generated templates based on your requirements.

• Add Delays and Subsequent Stepssome text
  • Insert a delay between the first and second steps. This defines the time gap before the next email is sent.
  • Select a new template for the subsequent step.

• Action 3: Use A/B Testingsome text
  • In any step, enable A/B Testing to compare the performance of two different templates.
    {{screenshot}} (A/B testing setup screen)
  • Add two templates for the test and track their KPIs (e.g., open rates, click rates) to determine the better-performing version.
    {{screenshot}} (KPI comparison for A/B testing)

Step 5: Email Senders and Tracking

• Description: In this step, you will configure the email sender, set tracking preferences, and customize unsubscribe options for your sequence.

Action 1: Select an Email Sender

1. Choose an email sender from the Email Sender's dropdown list.some text
   • The availability of the sender is displayed below their name. 
   • For example, "Sender available from [date]." 

(Optional) Add CC and BCC recipients to send copies of the sequence emails to additional addresses. 

Action 2: Configure Email Sending Limits

1. Specify the Maximum number of emails to be sent per day per email sender. 
2. For example, enter 200 to cap the daily limit at 200 emails.
3. You can see the sender limit of each email in Email Senders List page

Action 3: Enable Tracking and Unsubscribe Options

1. Enable Open Tracking to monitor whether recipients open the emails.
2. Check Add Unsubscribe Link to include an unsubscribe option in every email.some text
   • Customize the Unsubscribe Message to match your communication style. For example:
     "If you'd like to unsubscribe and stop receiving these emails, click here." 
3. (Optional) Check "Email to contacts who are part of previous sequences within 30 days" if needed.

Action 4: Proceed to the Next Step

Once all configurations are complete, click the Next button to continue to the final step.

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Step 6: Email Senders and Tracking

• Description: Review all the details of your sequence in this step:

1. Verify the sequence name, schedule, and steps.
2. Confirm sender configurations and tracking options.
3. Once satisfied, click Submit to activate your sequence.

FAQs

• Question 1: When will my emails be scheduled?
  • Answer: Emails will be scheduled on every valid date specified in your sequence.
• Question 2: What happens if I add multiple senders, but only one is available?some text
  • Answer: Emails will be sent from the available sender until the next one becomes active.
• Question 3: What if I set the email limit higher than the sender's actual limit?
  • Answer: The email limit for each sender will always take precedence, ensuring the platform respects the limits configured for the sender.

Best Practices

1. Use Different Senders for Different Sequences:
   To avoid overloading a single sender and improve deliverability, assign different senders to different sequences.
2. Test Templates Before Launch:
   Use A/B testing to determine which email template performs best before sending it to the full audience.
3. Monitor Sender Availability:
   Regularly check the availability of email senders to ensure continuous delivery without interruptions.
4. Keep Unsubscribe Options Transparent:
   A clear unsubscribe message improves user trust and reduces the chances of your emails being marked as spam.
5. Limit Frequency of Emails:
   Avoid sending too many emails within a short period to prevent overwhelming your audience.

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Need More Help?

• Contact Support: Reach out our Support Team

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Creating Templates

How to create templates and add dynamic variables for email sequencing.

• Purpose: This article will guide you through creating email templates for your sequences in Thriwin. This is designed for users who need to personalize their email communication using dynamic variables.

Open the Template Creation Window

• Navigate to the templates section and click on "Create Template" to open the template creation window.

Fill in the Template Fields

• Instructions for filling each field are given below:
• Template Name: Enter a descriptive name for your template. 
• Subject: Add a subject line. You can use dynamic variables like {{first_name}} or {{last_name}} to personalize the subject. 
• Body: Use the Markdown text editor to compose your email body. Dynamic variables can be added here as well to tailor emails to each contact. 
• Attachments: Click on the attachment icon to upload files.

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Preview the Template

• The template preview pane allows you to see how the email will look with sample contact data, ensuring your dynamic variables render correctly.

Common Issues and Troubleshooting

• Issue 1: Dynamic Variables Not Rendering Correctly
  • Solution: Ensure that the dynamic variables used in the subject and body are correctly formatted and match the variable names in your contact list.

FAQs

• Question 1: Can I add multiple attachments?
  • Answer: Yes, you can upload multiple attachments by clicking on the attachment icon multiple times.
• Question 2: What formats are supported for attachments?
  • Answer: Supported formats include PDF, DOCX, and image files like PNG and JPG.

Need More Help?

• Contact Support: Reach out to our Support Team

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Manage Products

• To edit a product , Click on

• in the product row and choose

• to edit the product
• To sort products, click on the respective column header

• To filter products , click on

• in the upper right corner above the header and input the desired field values to apply the filter.
• To add or remove table columns, click

• in the top right of the table to    edit columns.

To update multiple products at once , Select the checkboxes next to the products and click on bulk update

in the upper right corner above the column header.

• To deactivate a specific product click on  

• in the same row then choose

to deactivate the product .

• You can reactivate it later by clicking on  

• in the same row then choose

• to reactivate the deactivated product.
• To permanently delete a product  click on  

• in the same row then choose

. This action will delete the product permanently.

• To export products , click on

• and the downloaded file will be mailed once its ready . 

Note : To download products with specific properties apply filters , then download .Need More Help?For further assistance, feel free to contact our support team. Visit our Support Center for detailed help and FAQs.

Products 

• A product is a good or service that you sell. 
• The Products section is a module for managing and tracking an organization's products.

• Purpose:  This article will guide you through understanding the Products module in Zoho CRM. It is designed for sales looking to effectively manage and track their company's product information.

Create a Product

You can import multiple products or create a single product 

Step 1 : In your Thriwin account in side navbar , navigate to channels > others > products 

Step 2 : In the upper right, click Add. Or, to import multiple products, click

to import 

Step 3 : In the form , customize your product details

Name: Enter the name of the product or service.

Selling Price: The price at which the product/service will be sold to customers.

Buying Price: The cost incurred to procure or manufacture the product/service.

Allow Demo: Toggle this field to indicate whether customers can get a demonstration of the product/service.

Description: Provide a brief overview of the product/service, highlighting its features or benefits.

Video URL: Add a URL linking to a promotional or demo video of the product/service.

Images: Upload an image of the product (JPEG, PNG, etc.), which will be displayed on the product page.

Status: Indicate whether the product/service is active or inactive.

Brochure: Upload a brochure file (PDF, DOC, etc.) containing detailed information about the product/service.   

• Click Save to save the product, or click Save and Add Another to save and additionally create a new product.

Need More Help?

For further assistance, feel free to contact our support team. Visit our Support Center for detailed help and FAQs.

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Timeline

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The Timeline section serves as a comprehensive overview, displaying all activities performed by the users. It helps users track completed, pending, and overdue tasks, providing a clear view of their work progress. Each task is listed with relevant details like scheduled times and completion status, enabling better task management and ensuring that no activity is overlooked.

• Purpose:  This article will guide you through understanding the Products module in Zoho CRM. It is designed for sales looking to effectively manage and track their company's product information.

Step by Step Instructions for creating and managing tasks 

Create task

Step 1 : Click on Add button on the top right as shown below and choose any task you want to create

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Step 2 : As a next step , a task popup opens up , The task pop-up allows users to create and schedule activities. It contains the following key fields:

1. Details:some text
   • Name: The title or name of the task.
   • Description: A brief description of the task.
2. Schedule for Later: A toggle to set the task for a later date, if needed.
3. Form: Allows the user to link a specific form to the task.
4. Jobs: Enables linking the task to specific job categories like Deals , Product demos, etc.
5. Participants: Assigns participants to the task (the first selected participant is considered the primary one)..

Step 3 : The pop-up also includes options to add follow-up tasks and a SUBMIT button to finalize the task creation.

Manage Tasks

• Visit timeline to manage tasks. To visit the timeline navigate to Channels > Sales CRM > Timeline.

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• As shown above , it has two main sections:

1. Tasks Section: Displays today's tasks, listed according to their scheduled or completed times.
2. Overdue Section: Displays tasks that have passed their scheduled time but have not been completed, organized by their original scheduled time, with the most recent overdue tasks shown first.

• A calendar allows you to select specific dates to view today's tasks, but it does not affect the overdue tasks. You can find it in top right corner.
• To filter tasks ,  clicking on

• it opens a pop-up with multiple fields for refining task views.

Task Notifications

• To ensure users stay on top of their tasks, push notifications will be sent at predefined intervals before the scheduled task time.
• The exact notification intervals can be customized to help users manage their schedules effectively, ensuring they never miss a task.

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Need More Help?

For further assistance, feel free to contact our support team. Visit our Support Center for detailed help and FAQs.

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Threads & Mails

This is an explanation regarding the threads and mails in thriwin.

• Purpose: This is a step by step explanation on how to read a thread, mails, reply to mails and also get AI based mail summary.

Step-by-Step Instructions

Mail Thread

• Description: This is a step by step explanation on how to follow  mail thread and see the details of it.

• The above screenshot depicts how a thread looks in Thriwin. It shows the name of the user whom you are having a conversation with, and the number of mails in the thread.
• Below that it displays the subject followed by the body.

Thread details

• This is to explain how a thread looks with all emails and the process in which you can reply to individual messages.

The above screenshot depicts all the mails in the thread.‍

• ‍1 -The subject of the thread
• ‍2 - Sender of mail in thread‍
• 3 - Recipient of mail in thread‍
• 4 - Body of the mail in thread‍
• 5 - Mail summarize, it’s an AI option that will summarize the conversation in the thread once clicked‍
• 6,7 - Reply and reply all to the last mail in the thread once clicked will open the reply section as seen below.‍
• 8,9 - Reply and reply all to any individual mail in the thread once clicked will open the reply section as seen below.
  
  

Need More Help?

• Contact Support: For further queries, reach out to our Support Center

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Manage Signature

• User can add signatures for the connected email which will be accessible to the user while sending the email. This feature can be accessible in the profile section under “Manage Signatures” as can be seen from the screenshot below.

• This will open the signature list page where users can add, edit or remove any signature as required.

Add a Signature

• Add signature - Click on the add button which will open the add signature popup where you can enter the “Name” and “Signature” with formatting according to the user and we can also mark it as a default signature so that it appears for every email.

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Delete a Signature

• Deleting signature - Users can delete signature by clicking the delete icon next to the signature row as seen in the screenshot below.

Edit a Signature

• Editing signature - To edit an existing signature click on the edit icon next to the signature row, the earlier signature will get populated in the previous pop up. You can edit accordingly and save it.

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Bulk Action

• You can perform bulk actions on mail by checking multiple emails or with Select all options as shown below.

• At this point you can perform specific actions on all specific emails
  • Trash - To move all selected emails to trash.

• Mark as Read - To mark all emails as read you can click on mark as read as shown in the screenshot below.
  

Overview of Reports

• Download reports of various entities such as companies, contacts, lists, beats, deals and products, at your finger tips.

• Firstly, in the menu bar, click on the reports

Note:

•  If the option of reports in the menu bar is not visible to you, it is because of the permissions, kindly contact your admin to get access of reports.

• Currently, reports are delivered via email for your convenience. You won't be able to download them directly from the Reports section at this moment.

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• Now, click on the respective entity, of which which you would like to download the report.

• A popup appears, asking you to confirm whether to export the respective report.

•  Once your report is prepared, we'll send the report  directly to your inbox.

• You can also download the reports by going to specific page of that entity and you will see icon to export the reports.

• Suppose you would like to download the report of contacts, then click the icon that looks like an icon mentioned in below screen.

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Download a List

• Beside that there is a download button which helps to download all the lists.

• On clicking the download button a confirmation pop up comes over, before downloading the whole list.

• On clicking EXPORT the list download will get added to the queue.

• And after some time the list of lists are sent to the email in a pdf format.

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How to edit a list

• On clicking the edit icon beside every list, a list can be edited.

• On clicking the EDIT icon the list will be opened in an editable form like below.

• On clicking the filter icon filters screen will get added with the prefilled filters which are applied when the list was created.

• The list can be updated with required filters or by uploading a csv file.

• It clearly shows the number of results in the list before and after update.

• On clicking the SAVE button the list gets updated with the latest filters.

Delete a List

• Firstly, Go to Lists.

• On clicking the delete icon on each row of the lists we can delete individual lists.

• But before deleting a list it asks for the confirmation for deleting the list permanently.

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Navigation to Lists

• Lists are a collection or group of companies or contacts together.
• This helps to maintain similar or frequently used companies or contacts at one place which can be accessed easily to create activities.

• In the lists page search enables you to search for any particular list with its name quickly.

Creating New List

• Beside the download icon there is an ADD button, which helps to create a new list.

• On clicking the ADD button a pop up comes over for the name of the list and the type of the list.

• After giving a name and selecting the list type, the SUBMIT button should be clicked to move forward.
• After clicking SUBMIT a screen will be shown like this.

• Here at the right side there are filters which are applicable to the list type which was selected before between companies and contacts.

• Initially all the companies or contacts are shown in the right side box without any filters.

• When you start applying any filters the right side data will be updated based on the filters.

• After you get all the required companies or contacts by applying filters, clicking the CREATE button creates the list with the selected filters and the data.

• Along with this there is an UPLOAD button which can be seen, using which we can upload a csv file which contains required companies or contacts.
• Doing this we can create a list of selected companies or contacts without filters.

• Here first we can download the format of the csv file.
• Then we add the required data in the csv file and can upload it here.
• Then we can choose options from ADD, REPLACE and REMOVE.
• ADD: this action adds the csv data to the list directly.
• REPLACE: this action replaces the data from the list with the csv uploaded data.
• REMOVE: this action removes the data from the list which matches the data with the csv file which is uploaded.
• The REPLACE and REMOVE are mostly used when editing a list.

List Details

• On clicking any of the list row or the icon shown below, can see the details of the list.

• On clicking the square box in the header section we can select the page or the total results.

• On selecting required results we can perform any required action on the selected companies or contacts.

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How to View and Edit your Organization Details

You can view and edit your Organization details from within your admin settings  page.

• Click on settings icon, inorder to navigate to admin settings page and then click on organization details.

NOTE: Organization Details can only  be changed by a user , who has been assigned with role of[ADMIN] 

View Organization Details:

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• You can view the organization details on the screen, similar to the below screen.

Edit Organization Details

• Click on the edit button, which is present in the right side of the screen.

• You can update all the fields that are present under details, such as organization size, industry, sub industry, Annual Revenue, Time zone, Time Format, Date Format and  change your organization profile picture.

You can update all the fields that are present under details, such as organization size, industry, sub industry, Annual Revenue, Time zone, Time Format, Date Format and  change your organization profile picture.

After you click on the edit button, you will be directed to edit page (similar to below attached screen ), where you can edit your organization details.

• Click on fields, which you would like to change and type or select the value respectively.

• Click on the Update Details Button.

• Once it is successfully updated, You will be redirected to view details page, with a successful toast message.

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Configure Activities

You can view and  configure activities  from within your admin settings  page.

• You can find Activities section, similar to screen found below in admin settings.

• You can configure activity forms, that needs to be filled when an activity is finished, suppose you are going to create a field visit, before creating a task, you need to create respective form so that, user gets it to fill when he records a field visit, in similar way you can create form for, Calls, Meetings.

• You can also add a field visit, call and meeting directly from here.

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• Suppose, you would want to add a call ,you can click on Call card and then you will be directed to calls configuration page.

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You can view and  configure activities  from within your admin settings  page. 

NOTE:

Activities can be configured  by a  user, if  user is assigned with role [ADMIN]

In activities section, you can configure activities (such as fieldvisit, calls, and meetings), you can add a task that has been finished or is going to be accomplished in future, task can be a field visit, making a call or a meeting.

• You can view the activities section in admin settings page.

View an Activity Configuration Details:

• Click on the Activity Configurations card.

• By default, you will see three activity configurations done for Field visit, Calls, and Meetings. You can add a custom configuration for a respective activity, by clicking on the add button.

• Click on the ‘>’ symbol present in the respective row of the activation configuration, or click on row, to view the configuration details.
• You would see a screen like mentioned below,with respective configured data.

Add an activity Configuration

• Click on the add button, present in the top right side of the activities configuration screen.

• You would be directed to an activity configure page(similar to screen given below).

• You can add different constraints, such as adding different initiators, you can configure who can be the participants and configure details like adding a form, which is  filled after the activity is finished.
• Forms, that are shown in the dropdown, is the list of forms that you can create in forms, which is present in  CRM Modules and Automations section.

Accessing Forms

• To access different forms in the Thriwin portal head over to the admin settings and in CRM modules and automations you can find forms.

• Once you click on the forms section this will give a list of all the forms that are created in the organization. This forms can be customizable by admin. We can also add new forms from this section by clicking on the add button.

• Then form name is asked in a popsection and after submitting that it will take you to the form builder section where you will be able to create a new form by selecting which type of fields will be there in the form.

• In this screen we are able to see all types of fields that can be added in the form like text-field,email,date,drop-down,etc

Types of Form fields

Text field

• When adding a  text-field we are able to add the label field which will be the name of the field while filling the form what type of information should be filled in the field.

• There are other options as well like placeholders which will help the user for more information on what to fill that text-field.

• Admin can also restrict the in the text-field for how many characters the field should be limited to if admin does not give any restriction it will be 256 character limit as default.

• Default values for fields can also be given by admin which is optional.
• Admin can mark these fields as required so that this will become mandatory while filling the form and also mark these fields as unique so that they should be unique throughout all form submissions.

Date field

• Date field is to take date input from the user who are filling the form.

• There are extra options as well in dates like can past date be filled, which is allowing only future dates from form filing otherwise past dates are also allowed.

Radio field

• While the user fills these options only one of the options can be selected by the user.

• There are extra options for the radio field like addition of options which will be visible while using these fields in the form so that the user can select one of these.

• Admin can also decide upon whether these options can be vertically aligned or horizontally aligned.

Check box field

• When a user can be given an option for selecting multiple options from the list of options this field is used.

• This will have similar options as the radio field.

Drop down

• Users can select one of the options from these drop down options which can be customisable.

• Admin can add his own options similar to radio field for these dropdown options.

• Admin can select the “lookup” option which will be a list of dropdown types which can be added from admin settings.

Email

• Taking input for mail from the user of the form.

• It has similar attributes as a text field.

Mobile number

• Taking the phone number input from the user of the form.

• It has similar attributes as a text field.

File upload field

• Any file uploading in form will be collected from this field.

• There are extra options like size of the file that is being uploaded can be restricted and type of files that can be uploaded can also be restricted.

Number field

• For collecting only number characteristics from users.

• There are extra options like max and min number restrictions which can be used.

Toggle field

• For collecting just true or false information from users.

• Limited options like mandatory or not.

Text Area

• Which is for collecting more information on single data input.

• Limited options like mandatory or not.

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Customize User Form fields

• You can customize the user fields by going to the admin settings and click on the user configurations and click on user as shown below:

• You can view the already existing user fields as below:

• If you want to customize then click on the customize icon, then in next page you can see the page builder where you can add a new field or update the existing fields.

• For an example I am adding a text field then click on text field and give the details of new fields and should make it as required field and in the middle if you are creating a new field then for already existing users what default value should be set also should be given:

• After giving the details click on save as shown below:

• Then after saving this fields will be seen in the user creation or form updation, from next time onwards as shown below:

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View User Permissions

• For admin users hierarchy is not followed but for staff users hierarchy is followed.

• Click on View button, now you can see a screen similar to below.

Edit User Permissions

Note:

        Only a user with ADMIN(role) can edit user permissions.

• Click on edit user permissions to edit groups and permissions to a user.

• A user can select only one group at a time, edit group or permissions.

• Groups edit is like below, after selecting the group click on submit to assign group to you:

• You can edit user permissions and click on submit to save and assign permissions to you:

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Search a user

After creating the user, you can view the user in the user list ,you can search the user with its name as shown below.

Sort the User List

Note: You can sort the user list with respective one column at a time. If sorting is set on one column, then if you try to sort using another column, you will find that sorting gets applied on the latest picked column and sorting that has been previously applied on another column, gets removed.

• In the header, you can see the arrow marks, you can sort the list with respective to the column chosen. If either of the arrows are not highlighted, that means no sort order is applied on the column.

• In the header, you can see the upper arrow mark is highlighted, that means sort order is set in descending order.

• In the header, you can see the  downward arrow mark is highlighted, that means sort order is set in ascending order.

Filter a User List

• You can apply user filters like department filters and manager, approved mail and approved mobile number by clicking on the filters icon and filters will be as shown, we can apply filters as shown:

• After applying the filters we will get the users list who are having the given departments and aaron ross as manager as shown below:

• You can reset the filters and apply new filters like below.

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View User Details

• For admin users hierarchy is not followed but for staff users hierarchy is followed.

• Click on view user details and you can see user details as shown:

Edit a User Details

• You can edit the user details or edit user permissions

• Click on edit icon for editing the particular user

• Click on edit user then edit the user details:

Some conditions regarding editing user should be followed:

• If you are admin then you cant edit your active status as it will deactivate your account.

• By default two groups are created to tenant , they are staff and admin groups.

• If you edit role then the corresponding group is assigned to you by default ,if you want to edit it then you can go to the edit user permissions and can edit permissions and groups.

• While editing manager, then you cant select yourself as your manager or you cannot select your child users as manager.

• Edit user form will be as shown below, update the form and submit the form to save details.

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Step-by-Step Instructions to add a User

Accessing User Management

• In home page click on the channels icon.

• Click on the others option.

• Click on the user management icon.

Creating a User

• Users can be created through three methods:some text
  1. Enter user details manually
  2. Invite user with email
  3. Copy registration URL

Entering User Details Manually

        1.Click on the Add Icon

2. Select "Enter User Details"

3. Fill in the required information and Optionally view additional fields by clicking View Optional Fields.

4. Click the Submit Icon

Inviting via Email

1. Click "Invite with Email".

2. Enter the user's work email address and click on invite to send invitation link.

3. User receives an email with registration instructions.

4. Now, User has to  complete registration, enter name, mobile number and then click on continue.

5. Now, the user has to complete the verification.

6. The user will be taken to the homepage of the CRM Portal.

Copying Registration URL

1. Click "Copy URL".

2. Share the generated link with new users.
3. Now user has to open the respective link,he will be redirected to registration page.

4. User has to complete the registration process, by giving  personal details and then verifying the email.

5. User form will be opened, enter respective details and click on submit.

6. Hurrah! The user account will be created and user will be redirected to home page.  

Edit a Beat

• An already created beat can be edited to modify the schedule or to remove/add the tasks in the beat.

• On clicking the EDIT button shown above, the screen will be navigated to a beat edit screen where the beat schedule details and the tasks in the beat are shown to edit.

• After updating required schedule details and the tasks on clicking Save button will update the beat.

• The tasks in the beat are created according to the updated beat.

Deactivate a Beat

• Deactivating a beat is temporarily deactivating a beat which stops the creation of the tasks in the beat from the beat deactivated date.
• Already created tasks from the beat are not affected with this action.
• The future tasks will not be created on beat deactivation.

• On clicking the Deactivate button shown above will help to deactivate a beat.
• Before performing deactivation this action will show a confirmation popup.

• On clicking DEACTIVATE , the beat will be deactivated and the status of the beat will be updated in the beats list page.

REACTIVATING BEAT

• Similarly a beat can be reactivated with the same procedure.

• On clicking the Activate button shown above, a beat can be reactivated and the tasks in the beat will get resumed from the day of the beat reactivation.
• The beat status will be updated accordingly.

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Download Beats

• On clicking the download button shown below, we can download the list of beats.

• On clicking the DOWNLOAD button a confirmation pop up is shown before downloading the beats list.

• On clicking EXPORT the downloaded excel file with all the beats will be sent to the registered email in a few minutes.

Beats Overview

• Beat is a defined schedule with required frequency, which can be used for creating or scheduling activities in a recurring manner.

• Beats helps to create multiple activities in a recurring manner instead creating each activity manually.

• Beats are similar to schedules, but a beat can be assigned to a single user unlike schedules.

• On clicking Beats from the side menu, we can see the list of beats which are created.

Beat Details

• On clicking any of the beat rows or selecting the view option from clicking the three dots the details of the beat can be seen.

• On clicking the VIEW button, the beat details along with the tasks associated with the beat are shown.

In Beat details there are two sections:

• First one is Beat Details, which shows the schedule related information which is used to create the beat.

• Second one is Tasks, this shows the list of tasks associated with the beat.

• Deleting a task from the beat is done here.

• The delete button associated with each of the activity will help to delete the activity.

• On clicking the Delete icon show below

• This will ask for a confirmation before deleting the activity permanently from the beat.

• Deleting a task from beat will not affect the already completed tasks but will not create the new tasks after deleting.

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Adding New Beat

Beats refer to recurring schedules or patterns used to manage tasks or activities, often in sales and service contexts. 

Schedules: A separate section for accessing and managing schedules.

• Beats are similar to schedules, but a beat can be assigned to a single user unlike schedules.

You can create a beat, in two different ways.

In your Thriwin account in side navbar, navigate to channels > others > beats.

‍Creating a beat in beats section

In your Thriwin account in side navbar, navigate to channels > others > beats.

• Adding a new beat is creating a schedule as required and adding tasks in the beat.

• On clicking the ADD button we can add a new beat.

• On clicking the ADD button, the screen will be navigated to beat addition which consists of two sections.

• First one is schedule information for the beat.

• In this section the schedule information is taken, the summary of the schedule is shown at the end in Summary.

• In the second section the task addition to the beat is done.

• On clicking the Add Task button a popup is opened which takes the task information

• We can add multiple participants at a time to create activities with all the participants.

• We can use LISTS here.

• On selecting lists from entities and selecting a required list in participants will create the activity individually with all the members in the list.

• After clicking on the Add button, all the added tasks will be shown in the Tasks section.

• After all the tasks are listed as above, we can delete a task if not necessary in the beat from here.

• On clicking the delete icon beside every task, a task can be deleted from the beat.

• Before deleting the task a confirmation pop up is shown.

• After adding all the required tasks, clicking on the SUBMIT button creates the beat with the tasks added.

• Beat can be used to schedule different activities to different contacts / companies

Creating a beat by configuring schedule

• Add and configure a schedule or configure an existing schedule.     

• Now as we are directly configuring a schedule we can skip schedule section and add tasks as said in the first approach.

Note: You cannot assign duplicate i.e.; same activity and same entity like company or contact to same user for a beat.

Clone Beat

Cloning a Beat copies its tasks to today's timeline, allowing for quick replication of activities scheduled for a future date. This helps streamline task management by automatically adding them to the current day's agenda without re-entering each task manually.

To clone a beat, Click on

in the beat’s row and choose

to clone a beat.

Need More Help?

For further assistance, feel free to contact our support team. Visit our Support Center for detailed help and FAQs.

Access Schedule

• Schedules are the defined routines which can be used to create recurring activities.

• The Schedules page shows the list of default and created schedules.

• By default THRIWIN provides 6 schedules which are repeated for every day in a week.

Adding Schedule

• On clicking the ADD button the screen navigates to the schedule screen where we can select the schedule accordingly and submit.

Editing Schedule

• On clicking the edit button in the schedule, which is shown in below.

• The same schedule screen will appear with filled details of the schedule which we are editing.

• We can change the required fields and click SAVE to edit the schedule.

Configuring Schedule

• Configuring a schedule is like editing the schedule if necessary and giving it a required name and adding tasks to that schedule.

• A schedule can be configured with many users.

• With this the tasks get created according to the schedule.

• The settings icon provided for every schedule is for configuring the schedule.

• On clicking the settings icon it navigates to a screen where the schedule information along with task addition is shown.

• The schedule can be edited if required.

• On clicking the Add Task button a pop is shown to add required fields to the task.

• After adding the required number of tasks in the schedule, the tasks will be shown like this.

• After adding all the tasks and on clicking SUBMIT, the configuration of the schedule gets completed.

• This will create a new beat in the Beats page and the tasks will get created according to the schedule.

• The scheduled tasks are shown in the TIMELINE accordingly.

How do I schedule a call/meeting in the CRM

• To schedule a call/meeting, go to the + button at the top of the navigation bar and click on the "Call/Meeting" button.

• Fill in the required details such as date, time, participants, and agenda.
• Click "Save" to confirm the scheduling.

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How to instantly call a specific person

• Go to specific contacts/companies and click on call symbol.

How can I join a scheduled call/meeting

• You can join a scheduled call/meeting by accessing the calendar or schedule section in the CRM.
• Click on the specific call/meeting you want to join and select the "Join" option.

How do I track call/meeting activities and follow-ups

• All call/meeting activities and follow-ups are logged automatically in the CRM.
• Navigate to the main timeline or timeline of the respective contact, lead, or opportunity to view the details.

How do I get analytics of calls and meetings

• Go to the calls and meetings section and then navigate to a particular call or meeting detail then click generate analytics.

Mailbox settings

• When you click on the mailbox settings you can see all your integrated mails the mail which you have connected.

• You can also add another mail by clicking on the add button and connect another mail account.

Mail actions

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• There are different actions available for each mail you connected.

• When you click on the three dots icon you can see all the actions

• Mark as Inactive: when you mark the mail as inactive ,you won’t be able to get the replies and messages for the mail you made inactive and you won’t be able to sync the mail.

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Mailbox Addition

Connect your primary mail-box to view your sales email.

• Purpose: This is a step by step explanation on how to connect your primary mailbox to view all your sales mail in Thriwin.

Step-by-Step Instructions

Navigating to mails

• You can navigate to the mails page by clicking on Sales CRM then mails.

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Selecting email provider

• Description: Select the provider of your email and login to give Thriwin access to your emails so that they can be logged and viewed in the system.

• Eg:- For instance if your email provider is outlook click on the outlook option as shown above.

Viewing connected mail

• Description: After completing the login process your mailbox will be added and any new mail from your leads or users will show up from now onwards.
  
  

• As seen in the above screenshot you can click the icon and view which email was connected. The connected email is displayed as in the screenshot below.
  

Alternative option of connecting “Others”

• Description: Alternatively if you want to connect any email not from the available providers you can click on the “Others” option as shown below.

• Description: It should open up a form as shown below.
  
  
• Image(1):
  

• Image(2):
  

• Description: The form fields in the above forms are respectively:-some text
  • Email - The email which you wish to connect
  • Password - The IMAP password generated for the above email.
  • Username - The user’s name.
  • Domain Provider(optional) -  In Image(2) you can choose any of the popular Other domain providers if applicable to you, it will automatically fill the remaining fields for you.
  • IMAP Server - The IMAP server details for your email provider.(eg: - for Yahoo it is imap.mail.yahoo.com)
  • IMAP port - Port number for your IMAP server. (Most commonly 993)
  • SMTP Server - The SMTP server details for your email provider.(eg: - for Yahoo it is smtp.mail.yahoo.com)
  • SMTP TLS port -  TLS port number for your SMTP server.(Most commonly 587)

FAQs 

• Question 1: How can I disconnect my email?
  
  
  • Answer: Click on Profile Icon > Disconnect as shown in screenshot below.
    
    

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Need More Help?

• Contact Support: For further queries, reach out to our Support Team.

How to Sync Mails

•  You can use the sync option as shown in the screenshot below to sync the contents of the mailbox immediately. Although there is a default sync for every 15 mins you can do this operation to sync your mailbox immediately.
• When you click on sync mail you will receive all the replies, messages from the mails you connected. Any incoming emails will show up as an unread email with a blue dot to the right of the email.

What messages will be pulled?

• Replies for emails that you have sent.

• Emails you have sent to your contacts or users across the tenant from the respective email client.

• Emails that any of your contact or user across the tenant has sent you and you are part of the message, i.e. recipient, Cc or Bcc.

Following a thread

• Below screen is the default look of your mailbox.

• ‍

• The options in this screen are as follows.
  • Sent - All the emails that you have sent will show up in this tab, the unread emails will be denoted with a blue indicator on the right.
  • Inbox - All the emails that you have received will show up in this tab, the unread emails will be denoted with a blue indicator on the right.
  • Trash - The emails that you have manually moved to trash in the CRM portal will display in the trash tab.
  • Sync - The refresh icon to the right of the screen is used to sync the mailboxes, which will pull any new email you might’ve received and send you a notification.
  • Mark Read - The icon next to sync can be used to mark any email as read. You can check any number of emails and click this button to mark them as read.
  • ‍Trash - The icon next to mark read can be used to move emails to trash. You can check any number of emails and click this button to move them to Trash.
  • Filter - The filter on the top right corner of the screen can be used to filter the emails based on your connected mailboxes.

• ‍Settings - The mail settings button is just next to the filter icon will open the settings page which has been discussed in detail here.

Reply to a Mail

• Now let’s look at the message details in a thread as shown in the screenshot below.

• The mails in a thread appear in descending order, that is the recent mail is shown on top followed by older mails. The “Subject” of the email is shown on top and next to it you can reply or reply all to the last mail by clicking on the arrow buttons in blue. Alternatively you can reply or reply all to individual mails by clicking the arrow icons next to the email.

• Reply - Replying to only the sender of an email.

• Reply All - Replying to all participants including Cc users but not Bcc users.

How to Compose an Email

Compose an email and send it to contacts and users for sales.

• Purpose: This is a step by step explanation on how to compose an email and send it to the respective contact or users in Thriwin.

Step-by-Step Instructions

Start Composing

• There are multiple ways to start composing an email as shown in the screenshots below.
  
  

Email Form

• On starting to compose it should show the email creation form as shown in the below screenshot
  
  

Email fields

This is a description of all the fields in the above email form.

• From - The email you have connected and the email-id from which mail will be sent from.
• To - Search with the user name and email across all contacts and users and select whom you want to send the mail to.
• Cc(optional) - Search with the user name and email across all contacts and users and select whom you want to send the mail as cc.
• Bcc(optional) - Search with the user name and email across all contacts and users and select whom you want to send the mail as bcc.
• Subject - Here you can enter the subject of the email. Please note it is a mandatory field.
• Body - Here you can enter the body of the email and can also use formatting accordingly.
• Paperclip Icon - To insert attachments to your email. Added attachment is shown as below and can be removed by clicking the close at the end of the attachment.

.

• Mail suggestions icon - The icon after the paper clip icon shows a popup that shows AI generated mail suggestions as seen in the image below. You can update the Email Objective, Tones and emotions and Reply Length from a set of options to generate a response. You can use the generated response by clicking insert response or regenerate another response if it is not to your liking
  
  

• Signatures Icon - The signatures icon shows the set of signatures available for the connected email in Thriwin. For example in the below screenshot Thriwin Signature is selected and is seen in the body.

• Send Button - This button will send the email based on the fields you have entered.
  

FAQs 

• Question 1: Can I send an email to someone who is not a contact or a user in Thriwin?
  • Answer: Yes, just type the email-id of the person in the “To” field and press enter the email will be auto selected.
• Question 2: Why can I not see any signatures?
  • Answer: Signatures are by default shown from Thriwin platform and needs to be added in Thriwin separately. We do not import existing signatures that have been added to your mail provider on their website.

Need More Help?

• Contact Support: For further queries, reach out to our Support Team.

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Apply Filter

• Click on the filter icon, which is present at top, right side.

• Now, fill the fields with which you want to filter the list.
• Click on Apply.

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Overview of Timeline

• It is a place where all the activities performed across the platform are shown with their respective status.

• In the timeline page there are two sections.

• First one is the tasks section which by default shows all the tasks of today irrespective of their status.

• All these tasks are shown according to the time they are scheduled or completed.

• Another section is the OVERDUE section where all the overdue tasks of the user from the date on which the user joined the platform are shown.

• All overdue tasks are also shown according to the date and time on which they are scheduled but did not complete from the latest.

• In the timeline there is a calendar, which can be used to select the required date to view tasks on that particular date.

• Also the date selection in calendar effects only today's tasks but not the overdue which are fixed for the user till date.

• There is a filter icon beside the calendar , on clicking open a pop up which contains different fields.

How to Filter

• We provide various ways to filter the deals as per your convenience . 

• Click on the filter icon beside the search bar.

• Fields you can filter upon are

• Now you can filter deals on name , pipeline , stage etc

• Let's quickly try to filter deals that are in commercial stage of default pipeline ,

• Click on apply on the top right , to apply the filter.

• Here you go , now you are viewing the deals that are in commercial stage of default pipeline.

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How to Sort

• There is a sorting icon , you can see after every field name in the header

• When you click on that , you could see the whole list is sorted based on that specific field.
• Remember at any given point of time , you can only sort the list based on a single field.

• Again clicking on the button , sorts the list in reverse order.

How to Search

• On the top of the list , you can see a search bar - Enter the deal name , while you enter we precise the list according to the value in the search bar.

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Kanban View

Implementing Kanban for deals involves visualizing and managing your sales opportunities through a Kanban board. This board typically consists of columns representing different stages in your sales process, and each deal is represented by a card that moves across these columns as it progresses.

You can

• ​​Move deal cards between columns with a simple drag-and-drop action as they advance through the sales stages.

• Easily visualize the overall progress of deals and identify potential bottlenecks or areas for improvement.

• Clicking on a deal card reveals more detailed information, allowing users to access crucial data without navigating away.

On the top left corner , you can find a toggle that toggles the view between list and kanban of the deals.

By default , we show all deals’ progress according to the default pipeline , if you want to view the progress through the custom pipeline , you can click on the default & custom pipeline toggle .

You can still apply the filters in the kanban view as shown above.

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A pipeline is a visual representation of the stages a potential deal progresses through in the sales process.

Add Pipeline

Note : Only Admins can add a pipeline.

• Go to admin settings , you can find it in the sidebar . Click on the pipeline card.

• You can click on the ADD in the interface , click on it.

• Here is the interface for creating the pipeline , you have a input box where you enter the pipeline name and using ADD STAGE button to add new stages .

• We made it mandatory to mark ( any 2 ) stages in your custom pipeline as ‘demo’ & ‘commercial’ , so that we can still view its progress in our default pipeline.
• Enter deal stages , hit the ‘submit’ button . That's it ! We have created a pipeline.

• You can still edit ,deactivate the pipeline after you have hit the submit button .

• Now that we have created new ‘Sales pipeline’ pipeline , we will try adding a deal in this pipeline.
• Here you can the pipeline you have created earlier Sales Pipeline’.

• You can create a deal , as mentioned above.

Note :

• Consider the pipeline carefully before creating a deal, as once it's created, you won't be able to edit the pipeline. Choose the appropriate pipeline for the deal from the outset.

• Let's get back to deals list and explore searching , sorting deals & apply filters on deals.

Create a deal

• Navigate to deals through the icon in the sidebar, you will find the +ADD button in the interface to create new deals . Click on the button to create a new deal .

• While few details are optional to create a deal , we've hidden them for your ease of use. you can still see the optional fields by clicking on the view optional fields as shown below .

• Enter deal details 

• Once you are done entering the details, hit the "Submit" button.

• Don't stress over uncertain details—we've got you covered. You can edit a deal anytime before it reaches the closed state. Keep in mind, if you are trying to edit company , clear the contact first, as they are dependent fields. You can also find the guide for editing a deal in this documentation.

• Now that you have entered deal details and submitted , you have created a new brand deal and you can see it in your deal list as shown below.

View Deal Details

• To view deal details , click on the deal.

• You will now view a screen similar to below mentioned one, which has all the details associated with deal.

• Feel free to check out deal specifics, adjust the stage, and note down notes if there's something noteworthy about the deal like when you're making a stage change.

• We have a track of your notes history, you can check it out from here  

• You can schedule a call , meeting or field visit with the contact dealing the specific deal , just click on the activity you want to do with the contact.

• And we fill the specific details for you . Just tell us when you want to schedule the activity , we take the pleasure of reminding you.

• We show the deal jobs here.

Edit Deal Details

• To edit more details of a deal , go to deals list & click on the edit button as shown below

Thereby , we will redirect you to deal details page where you can edit details Few things before you proceed to edit:

• As we mentioned before if you are trying to edit company , clear the contact first as they are dependent fields.

• We can't let you change the pipeline of the deal , once it's created

Possible Reasons if you are unable to edit a deal :

• Check the status of company & contact ( we can't let you submit the deal with inactive contact or inactive company ).

• Check for the stage ( And you can’t edit a deal in its closed stage ( closed win or closed lost ) , for that you need to edit its stage first ).

• We dont let you edit a deal if the owner of the deal is inactive.

Once you are done updating the deal details satisfying the above mentioned points , hit on ‘submit’ . Congratulations ! Now you have successfully updated the deal.

Deal Deactivation & Reactivation

• For some reason , you may want to deactivate a deal.

• To do that you can just go to the deals list and click on the deactivate button as shown below.

Note : You can't deactivate a deal in it’s closed stage ( closed win or closed lost )

• You can view the inactive deals by setting the status to ‘Inactive’.

• We store the deactivated deals for you , in case if you want to reactivate the deal you can do it from here .

When you add a new contact, the form fields that are shown to fill are configured by default. You can customize the contact form by adding custom fields, editing default fields by following this guide

Note:

• contact data points can be customized only  by a user , who has been assigned with role of[ADMIN].

• All default form fields names are neither editable nor removable.

• Few default form fields are not editable such as Name, contact Type and Country

Inorder to view or edit the contact data points, CLICK on admin settings.

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View Contact fields details:

•  In admin settings, under CRM Modules and Automations, you can view  “Contacts“ card, click on it.

• Now all the form fields details are shown in a list format, like mentioned below screen.

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Edit Contact fields details

•  You can add new form fields, or edit already added form fields and also edit a few default fields. Click on the customize button, which is located at the top right side of the screen.

• You would be navigated to a formbuilder screen, in which you can customize the contact form.

‍

• Please go through customize form fields document, in order to understand how to edit and add form fields.

• After making desired changes in the form, you can save the form by clicking the save button present top right in the contact form box.

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‍

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How to filter the Contacts List

• You can access the contacts filters section by clicking on the icon shown below.

• You can apply contacts filters on some of the fields of the contacts like First name, Last name, Email, Contact id, Contact Number etc and click on the apply icon shown below then you can view the contacts list with applied filters. You can reset filters and apply new filters.

• After applying the filters the contact list will be changed and the filter icon will be highlighted as shown below.

Filters in Tasks

• When you click on a row of the contact, you will see that different details associated with a contact, refer this document to understand the screen of contact details.

• If you click on Tasks tab, you will see a screen like mentioned below.

• You can apply filter on tasks.

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Search a Contact

After creating the contact, you can view the contact in the company list ,you can search the contact with its name as shown below.

Sort the Contacts List

Note: You can sort the contact list with respective one column at a time. If sorting is set on one column, then if you try to sort using another column, you will find that sorting gets applied on the latest picked column and sorting that has been previously applied on another column, gets removed.

• In the header, you can see the arrow marks, you can sort the list with respective to the column chosen. If either of the arrows are not highlighted, that means no sort order is applied on the column.

• In the header, you can see the upper arrow mark is highlighted, that means sort order is set in descending order.

• In the header, you can see the  downward arrow mark is highlighted, that means sort order is set in ascending order.

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View Contact Details

• To view contact details , click on the contact. You will see details screen just like mentioned below.

Configure a activity with Contact

• Various activities that can be scheduled with the contact are located on the left side of the page. Just click on the activity you want to do with the contact.

• By default we fill the specific details for you. Just tell us when you want to schedule the activity , we take the pleasure of reminding you.

• Such completed and scheduled tasks are shown in the tasks tab of the same contact details page.

View Deals associated with Contact

• To edit details of a contact , go to contacts list & click on the edit button as shown.

• Thereby , we will redirect you to contact details page where you can contact details.

• Once you are updating the contact details , hit on ‘submit’ and you could see the updated contact information in contacts list.

          Note : If you are unable to edit , check for the status of the contact owner . we cant let you submit a contact whose contact owner is inactive .

Incase , if you are no longer using the contact you can deactivate the contact as shown.

We will have a list of your inactive contacts too , if incase you want to reactivate it.

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Navigate to Contacts

• Navigate to contacts through the icon in the sidebar, you will find the +ADD button in the interface to create new contacts.

• Click on the button to create a new contact.

Add a Contact

• Fill the respective fields.

• While few details are optional to create a contact, we've hidden them for your ease of use. you can still see the optional fields by clicking on the view optional fields as shown below .

• Once you are done entering the details, hit the "Submit" button.

• Don't stress over uncertain details—we've got you covered. You can also find the guide for editing a contact in this documentation.

• Now that you have entered contact details and submitted , you have created a new contact and you can see it in your contacts list.

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When you add a new company, the form fields that are shown to fill are configured by default. You can customize the company form by adding custom fields, editing default fields by following this guide.

Note:

• Company data points can be customized only  by a user , who has been assigned with role of[ADMIN].

• All default form fields names are neither editable nor removable.

• Few default form fields are not editable such as Name, Company Type and Country.

In order to view or edit the Company data points, CLICK on admin settings.

View Company fields details:

•  In admin settings, under CRM Modules and Automations, you can view  “Companies“ card, click on it

• Now all the form fields details are shown in a list format, like mentioned below screen.

Edit Company fields details

• You can add new form fields, or edit already added form fields and also edit a few default fields. Click on the customize button, which is located at the top right side of the screen.

• You would be navigated to a formbuilder screen, in which you can customize the Company form.

• Please go through customize form fields document, in order to understand how to edit and add form fields.

• After making desired changes in the form, you can save the form by clicking the save button present top right in the company form box.

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How to filter the Companies

• You can access the companies filters section by clicking on the icon shown below.

• You can filter companies by including or excluding specific field values as needed. You can apply the filters or reset them using the respective actions.

• After applying the filters the companies list will be changed and the filter icon will be highlighted as shown below.

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After creating the company ,you can view the company in the company list ,you can search the company with its name as shown below.

Sort the Companies List

Note: You can sort the companies list with respective one column at a time. If sorting is set on one column , then if you try to sort using another column, you will find that sorting gets applied on the latest picked column and sorting that has been previously applied on another column, gets removed.

• In the header, you can see the arrow marks, you can sort the list with respective to the column chosen. If either of the arrows are not highlighted, that means no sort order is applied on the column.

• In the header, you can see the upper arrow mark is highlighted, that means sort order is set in descending order.

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• In the header, you can see the  downward arrow mark is highlighted, that means sort order is set in ascending order.

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Navigation to Companies

‍From the homepage to the "Sales CRM" section, then proceed to the "Companies" page.

Step 1:

Step 2:

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Addition of company

Addition of a single Company

To add companies, click the "Add" button. Fill in the mandatory data fields. To access optional data fields, click on "View Optional." You can then choose to either "Submit" or select the "Save and Add New" option.

Step 1: Click on add

Step 2: Initial form after clicking on add

Step 3: To view optional fields

Step 4: All form fields of  company

Step 5.Click on Submit

Bulk addition of companies through imports 

Scope:To import companies using Excel or CSV files:

Steps:

1. Select the "Import" option.
2. Choose the "Create" mode.
3. Map the columns in your file to the corresponding system fields.
4. Click "Import" to initiate the import process.
5. Wait for the acknowledgment email, as this is a background task and may take some time.
6. Check the email for any error messages. Rows with errors will include specific error details and will be highlighted in orange.

Step 1: Click Import Icon

Step 2: Choose file

Step 3: Select Create

Step 4: Map File fields(column names) with System fields

Step 5: After mapping Click on Import to start creation of companies

How to navigate to Companies

From the homepage to the "Sales CRM" section, then proceed to the "Companies" page.

Step 1:

Step 2: To access companies head over to the menu and click on the companies section as shown below.

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• This will give the list of companies that are present in the organization. We can add new companies or do actions on the existing companies from this screen.

Detailed View of Companies

• Company Detail view can be seen by clicking on the company otherwise clicking on the view icon on each company.
• This will take you to the company detail section in which detailed information like basic details, contacts, etc. can be viewed.
• In Basic Details all the company fields as well as custom fields can also be viewed.

• In the company's details view ,you can view the contacts associated with this company ,by clicking on the contacts as shown below.

• The contacts list will appear as shown below and you can apply filters and you can search contact by its name ,you can add contact to this company.

• You can view the deals associated with the single company by clicking on the deals as shown below.

• You can view deals list view associated with this company, you can create a deal and can search deals with its name and apply deal filters.

• You can view the tasks associated with the company by clicking on the tasks as shown below.

• You can view tasks and apply filters like ALL,COMPLETED,OVERDUE on tasks.

Activity Widget

• This consists of the list of activities and jobs that can be performed and also shows the upcoming jobs.
• On clicking the ‘+ button’   a pop is shown, which opens the activity widget. 

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Field Visit

• Field Visit is a physical visit to a place which can be done right now or can be scheduled for later.

• On clicking Field Visit a form with different sections is opened.

  In the first section of details the initiator of the visit which is the user, participants, name and description are taken.

• In the Second section the form associated with the initiator and the primary participant is shown, which should be filled in the field visit.

• In the last section, it shows the list of jobs which can be performed in the visit.

• All these details can be filled right away and complete a field visit instantly.

• On clicking the Schedule Later  toggle button, opens scheduling form in which an activity can be scheduled for one time or a recurring activity with a specified frequency.

• A recurring activity creates the activity according to the schedule until the end.

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Call

• Similar to field visit, call also has the same procedure.

• On clicking Call  from the activity widget, the same form will be opened.

• On selecting a participant we can find a call button, on clicking a call can be instantiated between the user and the participant.

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Meeting

• Similar to field visit, call also has the same procedure.

• On clicking Meeting  in the activity widget, the same form will be opened.

• Meetings can also be completed instantly or can be scheduled for later.

‍Mail

•  On clicking Mail from the activity widget, a form or an email composer will be opened from which an instant mail can be sent to any of the users.

• By filling the required fields like subject, message and participants, email can be composed and sent after clicking Submit.

Jobs

• ‍In the jobs section there are Deals, Product Demo, orders(Upcoming) and Surver(Upcoming).

  Deals

• On clicking deals, it redirects to the corresponding Deals page, which shows all the deals in a list format and an ADD button to add a new deal.

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  Product demo

• On clicking product demo, it redirects to the corresponding Products page, which shows all the products in a list format and an ADD button to add a new product.

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Notifications

Stay informed with our Notifications! It's your go-to destination for updates and important messages. 

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Here's a quick guide on how to access and use the Notifications: 

Locate the Notifications: Look for the bell icon, typically located in the top-right corner of the screen. It might be represented by a bell

Click on the Notification Icon: Once you've located the Notifications icon, click on it to open the Notifications. 

Viewing Notifications: Notifications you haven't read yet will be displayed prominently. If you want to access all notifications you can click on the “See all Notifications” link. You can click on “tick” icon at the top in order to mark all notifications as read.

Here you can access all your notifications. You can mark them as read by clicking the “Mark as read” button.

Click to Open: Some notifications can be clicked to open more details or take you to the relevant section of the website.

 You may receive notifications about upcoming tasks,Import status or other relevant information. 

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Your user profile is your personalized space where you can manage your account settings, preferences, and more. Follow these steps to access and make the most out of your user profile:

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Locate the User Profile Icon

Look for the user icon or your profile picture, typically located in the top-right corner of the screen. It might be represented by an avatar and your initials. 

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Click on the User Profile Icon: Once you've found the User Profile icon, click on it to open your personalized profile menu. Here you can see basic information about your email ,name 

And Organization Information. You will be provided with an option to go to the Support section. Logout button will be provided at the bottom of the profile section.

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Navigating Your User Profile

Profile Information: View your basic profile information such as your name, email address ,profile picture and other details.  If you want to edit details you can click on the edit icon at the top it will redirect to the edit section you can update details from there.

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Menu Bar

• Menu bar is a place where all the features of the system are listed out.

• Here it is placed at the left side of the website, which has two modes.

• One is a collapsed view of all the features, on hovering a feature its child features are shown if it has any.

• Another one is an expanded view where all the features are visible with their names and also their sub features.

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Pipeline Coverage

Click on edit.

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Give Target Value.

Click on the tick mark.

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5.4 cr is the projected revenue for revenue target of 70 k using history % of win conversion.

As actual new lead is more than target value of predicted so we achieved new lead so it is green.same in rest other cases.

5.4 cr is the projected revenue for revenue target of 7 cr using history % of win conversion.

As actual new lead is more than target value of predicted so we achieved new lead so it is green.same in demo stage case as well. But in commercial we need 12.3 cr as per history actual amount is 9.4 cr so here it is red as it is not achieved.

• Predicted to win: according to your history prediction of winning deal is calculated and displayed.

• When you give target revenue it will predict according to your history it will predict to win.

• Target is calculated on history %.

• Actual  is current value at that time  only win will be calculated on the basis of current stages with respect to history.

Leader-Board and KPIs

• It gives a quick summary about how many deals were made by the user , how much deal amount and who is leading in the leaderboard with respect to deals won, deals amount won, total no of deals made.

KPIS:

• In my dashboard every KPI/ Card is related to his performance , compliance.

• Today's task-  here total tasks scheduled for today and completed will be shown.

• Yesterdays tasks-here total tasks scheduled yesterday and completed will be shown.

• New contacts -  contacts added -shown month wise.

• New companies  -  companies  added -shown month wise.

• New Deals  -  No of deals created -month wise.

• Top Deals -  list of top 5 companies which won most deals.

• Hot Deals - List of deals which were open for so long.

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Dashboard

• Which shows the progress or the current status of all the activities taking place like, field visits, calls , meetings , deals , company and contact generation and few of the summarized analysis on deals.

• All these are categorized into Key Performance Indicators(KPI’s) and tables which are visualized in the form of charts, graphs and tables.

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My DashBoard

  In my dashboard every KPI/ Card is related to his performance , compliance.

• Today's task-  here total tasks scheduled for today and completed will be shown.

• Yesterdays tasks-here total tasks scheduled yesterday and completed will be shown.

• New contacts -  contacts added -shown month wise.

• New companies  -  companies  added -shown month wise.

• New Deals  -  No of deals created -month wise.

• Top Deals -  list of top 5 companies which won most deals.

• Hot Deals - List of deals which were open for so long

Demo Dashboard

• Initially a demo dashboard is shown which consists of static or fixed data to show the look of all the kpis, charts and tables when they have enough data.

• Both demo and original dashboard looks the same where only difference is demo dashboard is generated with fixed data and original dashboard is generated with original and updated data of the user.

• On clicking View My Dashboard, the user dashboard will be shown.

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