CRM Complete

Therefore, first go to Settings>CRM

The basic settings for CRM need to be set, which is done in the CRM Settings box.

• Role for responsible users
  Here you select which role should be selected as the person in charge in CRM. If the role Staff is selected, all people who have the role Staff will be able to select as the person in charge in CRM. Select Administrator if instructors and reception staff should not have access to CRM.

• Sync users with CRM

  Check this box if all users should be automatically linked with CRM (an email address is required for customers to be linked with CRM)

• Role for users to sync

  Select the role "User"

• Filter lists by current user
  Let this be activated to always be pre-selected when working in the CRM. Otherwise you have to select a responsible user everytime you enter the CRM.

*Note that tags and history must first be created before they can be selected in settings, which is described in the next step.

• Add try-it/non-members to CRM when booked

  Check this box if non-members who book a "try-it activity" should be added to CRM as Prospects, from there it is then easy to make them members

• Tag with

  For example, Try it (with this tag you can easily filter out all "try it" users)

• History event to use for booking data

  Here you select which history should be displayed when a "non-member" is added to CRM, an example of a history event could be Activity. This way it is always indicated which try-it session they have been to.

To do
Then create different To-dos. Examples of these could be: Visit customer, call customer, clean gym, delete customer profile. If something new comes up, you can always add more To-dos.

History
The last step is to create different choices for "History". Here, different options can be, for example: activity, attempted pass, called customer, done, no answer, etc.

Work in CRM

Now all settings are done and you can start working in CRM. CRM is accessed via the menu, by clicking on CRM .

There are then three submenus, To-do, Company and People. The To-do submenu is used to create activities that need to be carried out. When a new activity is added, the following window appears:

Type

If it is something you are going to do yourself, choose the type Private, if it is something that is going to be done in connection with a customer, choose either Company or Person.

Assigned person/select company/select person

Select which person/company this information applies to

Delegate

Should this activity be assigned to another member of staff? Then select this person here to assign the activity to that person.

To-do action

What to do? Select from your created activities

Note

Custom text if more information needs to be added

Remind date

Select the date you would like a reminder for this activity

Time

Choose a time when you would like a reminder for this activity

High priority

Check to give this task a high priority which is visible in the list of CRM tasks

The activity will now appear in the menu under CRM>To-do. Depending on when you set the reminder date, the activity will have a different color:

RED

The date of the activity has passed

Yellow

The activity should be carried out today

Blue

The activity should be carried out in the future

To the right of each activity are four icons:

Pin

Click this icon and this task will always be at the top of your list regardless of the reminder date.

Edit

Edit the task (assign to another person, edit the note, or change the reminder date).

Check off/complete

Check off the task and remove it from CRM. You can enter a history and set a note for follow-up. You can also "Check off and create new" if you want to remove this task but create a new follow-up.

Adding people
Select "CRM People" from the submenus in CRM.
Then tap the plus sign in the right corner.
You will then see this page where you fill in the information.

Adding a company

Select "CRM Company" from the submenus in CRM.
Then tap the plus sign in the right corner.
Start by filling in the company information such as company name, organization number, etc.

Then fill in the billing address and delivery/visiting address.

 You can specify a person responsible for the company, a note, status, and tags.

You can create a person who is your contact person at this company

No fields are required, you decide how much or little information you want to enter. When you are satisfied, press Save .

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