Setup and administration
5 articles
- Inviting Members and Setting Up Roles and Teams in "Edara CRM"As reps and managers join the sales team, each of them needs to see what belongs to them: a rep follows their own deals, a team manager follows the team's deals, and the sales director sees the full picture. And when someone leaves, their access must stop right away, while their deals and activities stay as they are.
- Setting Up Custom Fields, Pipelines, and Sales Lists in "Edara CRM"Every company sells its own way: the stages a deal goes through, the details you need to record about each customer, and the reasons that explain lost deals. When these lists match the way you work, your team fills in the same data the same way, and your reports make sense.
- Uploading Quote Templates and Setting the Default in "Edara CRM"A quote is the first formal document a customer gets from you, so how it looks speaks for your company. When every quote comes out in the same design, with your logo, colors and the sections you want, reps don't have to format anything themselves.
- Importing and Exporting Data and Restoring Deleted Records in "Edara CRM"When you move over from a spreadsheet or another system, there's no need to enter your customers one by one. Upload the file, match its columns to the CRM's fields, and decide what happens to records that already exist before anything is added.
- Connecting WhatsApp Business and Creating API Keys in "Edara CRM"Connect your company's WhatsApp Business number, and your team sends quotes to customers from that number straight from the CRM, instead of each rep sending them from their own phone.