Self-hosted Help

• Click on deal’s setting icon from deal listing page.
• Select Move Deal link from the drop-down menu.
  
• Popup will appear with the following field.
  • Radio buttons for all the available deal statuses: Check one of the status for the deal
  • Assigned user fields: changed the assign user so that after status change the deal will assigned to the selected user
  • Note field: why the deal should be moved
• On submit the deal status will be changed and then the deal will listed under the changed status tab.
  

• On selecting the deals, the drop-down present on the table header section will be activated to apply the following changes.
  
  • Add label
    • Pop up will appear to add new label with custom color
  • Manage labe
    • Redirect to settings label section
  • Move Deal
  • Delete the selected deals.
  

• On selecting the deals, the drop-down present on the table header section will be activated to apply the following changes.
  

ADD TASK

• Click on the Add a Task button from tasks page or select from the New tab from menu section to get the task creation pop-up.
  
• Enter task informations as displayed in the pop-up
  • Title
  • Due date
    • Datepicker to add date and time
  • Task type
    • Display all the task type of the organization by retrieving from the database
  • Assign user
    • Display all the users of the organization by retrieving from the database
  • Mail to
    • Pre fill with the selected assign user’s email
  • Priority
    • Display all the priority of the organization by retrieving from the database
  • Assign Deal
    • While creating a task from navigation header bar only the deals available for the organization will be displayed as auto sugget
    • Task created from the deal detail page the assign deal field is pre filled with the deal name & is disabled
    • Task created from the contact detail page the assign deal field is pre filled with the contact name & is disabled
    • Note: Only the task created from the contact detail page will be associated with the contact
• On creating task, email will be sent to the assigned user
  

EDIT TASK

• • Task can be edited from task listing.
  • On edit the task associated deal/contact field is disabled.
    

REMOVE TASK

• Task list is displayed on ascending order of Due date
• Easily track the task’s priorities from 5 tabs
  • All
    • Both active & completed tasks
    • On tab bracket, count displaying the active tasks
  • Today
    • Task due date is equals to current date
  • Overdue
    • Task due date is greater then current date
  • Upcoming
    • Task due date is less then current date
  • Priority
    • Display all the priority of the organization by retrieving from the database
  • Completed
    • Completed tasks list
  
• Action available with each task
  • Edit – not available in completed tab
  • Follow up
  • Delete – not available in completed tab
  

• Click on the “Calender View” icon from top in task listing page.
• Task background color is set as per the task type.
• On clicking the task, it will redirected to the deal detail page.
  

• Available columns to filter on clicking the Filter button
  • Deal type
  • Assigned to
  • Task type
  • Any time – Not available in case of calendar view
• Filter value is stored in the cookies, if the user will come to the deal list page after some time then list will be filtered as per the cookies values
• On clicking the reset button on the header section all the filter cookies will be cleared.
• On clicking the close buttons of a selected filter, the respective filter cookies will be cleared.
  

• On follow up the task type and associated deal/contact fields is disabled
• A new task will be created with the type Follow up
• On creating task, email will be sent to the assigned user
  

ADD CONTACT

• Click on Add New Contact button from contacts page.
  
• Company Contact
  • Enter company information like name, email, company size, website, country & phone number to create company
• Individual Contact
  • Company name will be auto suggest on type.
  • On submitting the form the individual is created and associated with the company.
  • If company name is not exist, then a new company will be created and the created individual will be associated with that company
    

EDIT CONTACT

• Click on on the pencil icon to redirect to the edit contact page.
  

DELETE CONTACT

• Click on the Trash icon to delete a contact..
  

• All the contacts are listed in alphabetic order A..Z boxes.
• Initially it will display the last contact added detail in right section.
• The box will be inactive if there is no contact starting with the alphabet.
• On clicking the box, contacts will be listed below the box with fixed size and scroll-able.
• At a time only 10 contacts name will appear, on scrolling 10 more contact list will append.
• On clicking the contact name, detail page will appear on the right hand side without refreshing the page.
  

• New Deal & New Task buttons to add with respect to the selected contact with prefilled contact data in the fields.
  
  

• Click on the Pencil icon to go to the contact edit page.
• Click on Change Image and select the image from your local system.
• Click on update button to save the selected image as profile.
  

• Select the contact and get the contact view section.
• Click on the pencil icon to go to the edit page.
• Fill up the social URLs for Facebook, Twitter and Linkedin.
• Click Update button to save the data.
  

• Click on the Note & Attachment to display the next action area.
• Can add note with/without attachment, it will display under the activity stream without page refresh.
  

• Go to the contact listing page.
• Select any of the desired contact to get the contact deatils.
• Click on the Deals tab to get all the deals created by that contact.
  

• It displays all the activities associated with the contact.
• Easily track the created notes, tasks, deals associated with each contact on by created date and time.
  

• Click on the “Import Contact” button.
• Authentiate with your valid gmail credentials.
• All the contacts associated with your gmail will be fetched and added in your contact llist
  

• Click on your name place at top right corner of header.
• Drop-down will appear containing Settings, Profile, Logout.
  

• Click on your name place at top right corner of header.
• Drop-down will appear containing Settings, Profile, Logout.
• Click on the Profile link to get the profile details.
• Instantly edit the infos like Full Name, Password, Time Zone.
• Get the track of created deals by you in right side.
• In the tabs see the tasks assigned to you.
  

• Contact
  • Will track on create, on update & on delete.
  • Display the following information.
    • Time of activity.
    • Small default contact image.
    • Contact name with link will be provided to view detail page.
    • Created by user information with link to it’s profile page.
• Deal
  • Will track on create, assign, update, delete & contact associate.
  • Display the following information.
    • Time of activity.
    • Small default deal image.
    • deal title with link will be provided to view detail page.
    • Assigned to user name with link to it’s profile page only for assign deal activity.
    • Created by user name with link to it’s profile page.
• Note
  • Will track on note creation only.
  • Display the following information.
    • Time of activity.
    • Small default note image.
    • deal title with link will be provided to view detail page.
    • note detail with attachment and link to download the attachment if present.
    • Created by user name with link to it’s profile page.
• Task
  • Will track on task create, update, assign, follow up & complete.
  • Display the following information.
    • Time of activity.
    • Small default task image.
    • deal title and task title.
    • Assigned to user name with link to it’s profile page only for assign task activity & due date of the task
    • Created by user name with link to it’s profile page.
  

Why we need to import data to our CRM ?

The Import functionality is the simplest way to migrate data into CRM. Data from the source needs to be put into a .csv file . It will allows the user to select the columns of the .csv file and map it to the specific entity and fields within CRM.

How to import data from other CRM ?

WakeUpSales allow you to import data from Zoho CRM, Sugar CRM, Fatfree CRM or any other CRM by following a sample CSV file.

• Import data from Zoho CRM, Sugar CRM or Fatfree CRM :
  • Click on “Contacts” tab on header.
  • Choose Zoho CRM, Sugar CRM or Fatfree CRM from “Import Contact” dropdown list.
  • Then, a pop-up will apper on the screen.
  • Choose a CSV file to import.
  • Click on ‘Submit’ button, then it will show the data to be imported and it will remove the duplicate record if you have already imported or the record is found in your CRM.
  • After clicking on ‘Proceed’ button the records will be imported successfully.
• Import data from other CRM :
  • Click on “Contacts” tab on header.
  • Choose ‘Other CRM’ in the dropdown list.
  • Then, a pop-up will apper on the screen.
  • Download the ‘Sample CSV’ file if you dont’t have.
  • Insert data in the CSV file as per the column.
  • Choose the CSV file to import.
  • Click on ‘Submit’ button, then it will show the data to be imported and it will remove the duplicate record if you have already imported or the record is found in your CRM.
  • After clicking on ‘Proceed’ button the records will be imported successfully.

You can use migration in WakeUpSales to migrate multiple record at a time, if you are unfortunately trying to migrate the existing file it will automatically remove the duplicate records.