diff --git a/2.0/activity/activities.html b/2.0/activity/activities.html index ee0e1d8..013f843 100644 --- a/2.0/activity/activities.html +++ b/2.0/activity/activities.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Activities

Activities typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.

There are by default 3 Activities present in Krayin CRM.

  1. Lunch

  2. Call

  3. Meeting

# To create an Activity follow the below steps.

Step-1 Go to admin panel click on Leads >> Open Lead >> Click on Activity and add the details listed below.

1) Title- Add the title of the activity.

2) Type- Select the type of the meeting from the options lunch, call, meeting

3) Schedule- Schedule a date for the activity.

4) Location- Add the location for the activity.

5) Description- Add the description of the activity.

6) Participants- Add the participants from the activity.

Now click on the Save button

Create Activity

Now it will be visible where activity is created check the below image.

Activity

Step-2 Now a new record is created click on Activity to check the record in the activity grid.

Activity Grid

- + diff --git a/2.0/configure/configuration.html b/2.0/configure/configuration.html index 9e2b9af..71df8c2 100644 --- a/2.0/configure/configuration.html +++ b/2.0/configure/configuration.html @@ -16,7 +16,7 @@ - + @@ -28,11 +28,11 @@ Home Contribute to Krayin - (opens new window)

# Configuration

Manage the configurations from here also you can change the locals (languages) in this section.

# Manage Locale in Krayin

Step-1 Go to admin panel of krayin and click on Configuration >> Locale Setting.

Step-2 Now select your desired locale from the dropdown as shown in the below image.

Now click on the Save button.

Configure

Step-3 As we have selected the Arabic local layout gets updated according to the arabic language as shown in the below image.

Arabic

- + diff --git a/2.0/contact/contacts.html b/2.0/contact/contacts.html index aec864e..595735f 100644 --- a/2.0/contact/contacts.html +++ b/2.0/contact/contacts.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Contacts

Contacts typically refer to individuals or entities with whom a business has a relationship or intends to establish one. These contacts could be existing customers, potential leads, partners, suppliers, or others relevant to the business's operations.

# Person

This individual could be a customer, a lead, a prospect, or any other person with whom the business has or aims to establish a relationship.

# Create person in Krayin

Step-1 Go to admin panel of krayin and click on Contacts >> Persons >> Create Person as shown in the below image.

Create Person

Step-2 Add the below details.

1) Name- Enter the name of the person.

2) Emails- Enter the email ID of the person.

3) Contact Number- Enter the contact details

4) Organization- Enter the name of the organization.

Person

Now click on Save as Person button.

Step-3 Now a new record is created click on Persons to check the record in the Contact Person grid.

Person Grid

# Orgnization

Organization typically refers to a company, business, or entity with which the CRM user interacts or intends to establish a relationship. Organizations can be customers, clients, partners, suppliers, or any other entity relevant to the business's operations.

It could be a commercial enterprise, a non-profit organization, a government agency, or any other entity that deals with customer relationships.

# Create organizations in Krayin

Step-1 Go to admin panel of krayin and click on Contacts >> Organizations >> Create Organization as shown in the below image.

Create Organization

Step-2 Add the below details briefly.

1) Name- Enter the name of the organizations.

2) Address- Enter the address of the organization County State City Pincode

Now click on Save as Organization button.

Organization

Step-3 Now a new record is created in the contact organization grid you can use this organization while creating a lead.

Organization Grid

NOTE- These above Persons and Organization you can assign it while creating a lead.

- + diff --git a/2.0/introduction/index.html b/2.0/introduction/index.html index 4f33682..c64bda8 100644 --- a/2.0/introduction/index.html +++ b/2.0/introduction/index.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Introduction

The platform is built on top of the reliable Laravel (opens new window) framework, Vue.js (opens new window), a user-friendly JavaScript framework. It provides businesses with a user-friendly interface and powerful tools to manage their online stores, handle inventory and orders, and create a smooth shopping experience for customers.

Krayin Open Source CRM empowers your organization to deliver great customer service experiences and automate your organization's Sales and Marketing Operations. With Krayin CRM you can get your business process managed, controlled, and simplified for effective results.

# Leads

A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.

# Quotes

Quotes in the context of Customer Relationship Management (CRM), typically refer to formal proposals or estimates provided to potential customers outlining the products or services offered, along with their associated prices.

# Mails

Mail typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings.

# Activities

Activities typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.

# Contacts

Contacts typically refer to individuals or entities with whom a business has a relationship or intends to establish one. These contacts could be existing customers, potential leads, partners, suppliers, or others relevant to the business's operations.

# Products

Products encompass tools and functionalities designed to manage customer relationships effectively, including contact management, sales automation, marketing automation, customer service and support, analytics and reporting, integration capabilities, mobile CRM, customization and scalability, and AI and machine learning features.

# Settings

Groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

You can easily manage your almost Admin panel from the Settings menu.

# Configuration

Manage the configurations from here also you can change the locals (languages) in this section.

- + (opens new window)

# Introduction

The platform is built on top of the reliable Laravel (opens new window) framework, Vue.js (opens new window), a user-friendly JavaScript framework. It provides businesses with a user-friendly interface and powerful tools to manage their online stores, handle inventory and orders, and create a smooth shopping experience for customers.

Krayin Open Source CRM empowers your organization to deliver great customer service experiences and automate your organization's Sales and Marketing Operations. With Krayin CRM you can get your business process managed, controlled, and simplified for effective results.

# Leads

A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.

# Quotes

Quotes in the context of Customer Relationship Management (CRM), typically refer to formal proposals or estimates provided to potential customers outlining the products or services offered, along with their associated prices.

# Mails

Mail typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings.

# Activities

Activities typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.

# Contacts

Contacts typically refer to individuals or entities with whom a business has a relationship or intends to establish one. These contacts could be existing customers, potential leads, partners, suppliers, or others relevant to the business's operations.

# Products

Products encompass tools and functionalities designed to manage customer relationships effectively, including contact management, sales automation, marketing automation, customer service and support, analytics and reporting, integration capabilities, mobile CRM, customization and scalability, and AI and machine learning features.

# Settings

Groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

You can easily manage your almost Admin panel from the Settings menu.

# Configuration

Manage the configurations from here also you can change the locals (languages) in this section.

+ diff --git a/2.0/introduction/introductions.html b/2.0/introduction/introductions.html index b1a52a9..40249dd 100644 --- a/2.0/introduction/introductions.html +++ b/2.0/introduction/introductions.html @@ -16,7 +16,7 @@ - + @@ -28,11 +28,11 @@ Home Contribute to Krayin - (opens new window)

# Introduction

The platform is built on top of the reliable Laravel (opens new window) framework, Vue.js (opens new window), a user-friendly JavaScript framework. It provides businesses with a user-friendly interface and powerful tools to manage their online stores, handle inventory and orders, and create a smooth shopping experience for customers.

Krayin Open Source CRM empowers your organization to deliver great customer service experiences and automate your organization's Sales and Marketing Operations. With Krayin CRM you can get your business process managed, controlled, and simplified for effective results.

# Leads

A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.

# Quotes

Quotes in the context of Customer Relationship Management (CRM), typically refer to formal proposals or estimates provided to potential customers outlining the products or services offered, along with their associated prices.

# Mails

Mail typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings.

# Activities

Activities typically refer to any interactions, tasks, or events associated with managing relationships with customers or prospects. These activities can include various actions by sales, marketing, and customer service teams to engage with customers, nurture leads, and support ongoing relationships.

# Contacts

Contacts typically refer to individuals or entities with whom a business has a relationship or intends to establish one. These contacts could be existing customers, potential leads, partners, suppliers, or others relevant to the business's operations.

# Products

Products encompass tools and functionalities designed to manage customer relationships effectively, including contact management, sales automation, marketing automation, customer service and support, analytics and reporting, integration capabilities, mobile CRM, customization and scalability, and AI and machine learning features.

# Settings

Groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

You can easily manage your almost Admin panel from the Settings menu.

# Configuration

Manage the configurations from here also you can change the locals (languages) in this section.

- + diff --git a/2.0/lead/leads.html b/2.0/lead/leads.html index 7c1697a..c6e7be3 100644 --- a/2.0/lead/leads.html +++ b/2.0/lead/leads.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Leads

A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.

# Create Leads in Krayin

Step 1) Go to Admin Panel of Krayin and click on Leads >> Create Leads as shown in the below image.

Create Lead

Step 2) Fill in all the details below.

1) Title- Enter the title of the lead.

2) Description- Enter the description of the lead.

3) Lead Value- Enter the value of the particular lead.

4) Source- Select the Source from where you got connected with the customer by Emails, Web, Web Form, Phone, and Direct platforms.

5) Type- Select the type whether it is the Existing Business or a New Business.

6) Sales Owner- Select a sales owner.

7) Expected Close Date- Enter the expected close date of the Lead.

Lead Details

Step 3) Now click on Contact Person details.

1) Name- Enter the name of the contact person.

2) Email- Enter the email of the person.

3) Contact Number- Enter the contact number of the person.

4) Organization- Enter the organization of the customer.

Contact Details

Step 4) Now click on the Products Details.

1) Add the product item.

2) Add the price of the product.

3) Add the quantity of the product.

4) Add the amount of the product.

Product Details

Now click on the Save as Lead button.

Click on the lead below as shown in the below image.

Lead Output

A complete pipeline is created you can also add the steps in the pipeline as shown in the below image

Pipeline

- + diff --git a/2.0/mail/mails.html b/2.0/mail/mails.html index 9fe2802..d563668 100644 --- a/2.0/mail/mails.html +++ b/2.0/mail/mails.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Mails

Mail typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings. It allows users to send text-based messages, attachments (such as documents, images, or videos), and other digital content to one or more recipients over the internet. Email can be used for various purposes, including sending messages, sharing information, collaborating on projects, and conducting business communications.

# Compose

To compose an email is another term for writing an email. For many email providers, you see a button that says “compose email” which, when clicked on, will let you start writing an email to be sent to a recipient.

Compose Mail

To send mail click on Send Button

# Inbox

An inbox is a primary location where all incoming emails are stored in an email account. The first screen appears when you log in to your email account. The inbox displays the list of emails you have received, along with their subject lines, senders, and the date and time they were received.

A list of Emails is stored as shown in the below image.

Mail Inbox

# Draft

A draft in email refers to an unsent email message that is saved as a work-in-progress. Drafts are a useful feature in email because they allow users to start composing an email message, but then save it to be finished or edited at a later time.

A list of draft emails is stored as shown in the below image.

Mail Draft

# Outbox

An outbox is a folder in your email client that stores messages that have been composed but have not yet been sent. The messages remain in the outbox until they are successfully sent, at which point they are moved to the sent items folder.

A list of outbox emails is stored as shown in the below image.

Mail Outbox

# Sent

With e-mail, Sent or Sent items is a folder or area that stores any e-mails that were successfully delivered. The sent items are different than the outbox, it's where e-mail stays until it's delivered.

A list of sent emails is stored as shown in the below image.

Mail Sent

# Trash

The Trash folder is where emails are temporarily stored after being deleted from the Inbox or other folders. Emails in the Trash folder are usually automatically permanently deleted after a certain period of time, for example, 30 days.

A list of trash emails is stored as shown in the below image.

Mail Trash

NOTE- Kindly add the SMTP details in the .env file which is present in the root directory of Krayin to enable the functionality to send Emails.

SMTP

- + diff --git a/2.0/product/products.html b/2.0/product/products.html index 281fcad..5ca6f13 100644 --- a/2.0/product/products.html +++ b/2.0/product/products.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Products

Products encompass tools and functionalities designed to manage customer relationships effectively, including contact management, sales automation, marketing automation, customer service and support, analytics and reporting, integration capabilities, mobile CRM, customization and scalability, and AI and machine learning features.

# Create Products in Krayin

Step-1 Go to admin panel of krayin and click on Products >> Create Product as shown in the below image.

Create Product

Step-2 Add the below details briefly.

1) Name- Enter the name of the product.

2) Description- Add the description of the product.

3) SKU- Enter the SKU of the product.

4) Quantity- Enter the quantity of the product.

5) Price- Enter the price of the product.

Now click on Save as Product button to save the product.

Product

Step-3 Now a new record is created in the product data grid as shown in the below image.

Product Grid

NOTE- This product can be assigned while creating a lead.

- + diff --git a/2.0/quote/quotes.html b/2.0/quote/quotes.html index 5fe48db..ca06e24 100644 --- a/2.0/quote/quotes.html +++ b/2.0/quote/quotes.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Quotes

Quotes in the context of Customer Relationship Management (CRM), typically refer to formal proposals or estimates provided to potential customers outlining the products or services offered, along with their associated prices. These quotes serve as documented offers, detailing the terms and conditions of a potential sale. They often include itemized lists of products or services, quantities, pricing information, payment terms, and any applicable discounts or taxes.

CRM software often includes features for creating, managing, and tracking quotes as part of the sales process. This allows sales teams to efficiently generate and send quotes to leads or prospects, track their status, and follow up accordingly. Quotes play a crucial role in the sales cycle by providing transparency and clarity to both the seller and the buyer regarding the terms of a potential transaction.

# Create Quotes in Krayin

Step-1 Go to Admin Panel of Krayin and click on Quotes >> Create Quotes as shown in the below image.

Create Quotes

Step-2 Add the Quote Information detail below.

1) Sales Owner- Select the sales owner.

2) Subject- Enter the subject.

3) Description- Enter the complete description of the product.

4) Expired At- Enter the date when this quotation will get expired.

5) Person- Enter the user name to whom you are sending a Quote.

6) Lead- Enter the name of the lead.

Quote Information

Step-3 Add the Address Information detail below.

1) Billing Address- Enter the billing address country, state, city, pincode.

2) Shipping Address- Enter the shipping address country, state, city, pincode.

Address Information

Step-4 Add the Quote Items detail below.

1)Name- Enter the name of the product.

2)Quantity- Enter the quantity of the product.

3)Price- Enter the price of the product.

4)Amount- Enter the amount of the product.

5)Discount- Enter the discount if you want to apply for the products.

6)Tax- Enter the Tax if applicable.

7)Total- Total amount of the products.

Note- Also is you want to add more products click on +Add More

Quote Items

Now click on Save as Quote button to save the quote.

Step-5 Now you will able to see the new quote is registered successfully.

Quote Grid

NOTE- This quote will get visible to the respective lead. For this you have to select the lead while creating the quote.

- + diff --git a/2.0/settings/attribute.html b/2.0/settings/attribute.html index 6984a65..f426820 100644 --- a/2.0/settings/attribute.html +++ b/2.0/settings/attribute.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Attributes

Attributes are used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports.

# Create Attributes in Krayin.

Step-1 Go to admin panel of krayin and click on Settings >> Attributes >> Create Attributes as shown in the below image.

Attributes

Step-2 Enter the below details.

1) Code- Add the code of the attribute.

2) Name- Enter the name of the attribute.

3) Entity Type- Select the entity type i.e. (lead, person, organization, product, quote) for the attribute.

4) Type- Select the type of the attribute from the dropdown.

5) Is Required- Select Yes/No if you want to make the attribute a required field or not.

6) Is Unique- Select Yes/No if you want to make the attribute a unique field or not.

7) Input Validation- Select the input validation i.e. (Number, Email, Decimal, URL).

Now click on Save as Attribute button.

Create Attributes

Step-3 A new record is created in the attribute data grid as shown in the below image.

Attributes Grid

- + diff --git a/2.0/settings/emailtemplate.html b/2.0/settings/emailtemplate.html index 0944d5f..9e74719 100644 --- a/2.0/settings/emailtemplate.html +++ b/2.0/settings/emailtemplate.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# E-mail template

Email templates are a fast and easy way to send repetitive and recurring emails to multiple customers. They help save time and provide a way to create consistent, professional, preformatted email messages that can be used when communicating with customers.

# Create E-mail templates in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> E-mail template >> Create E-mail template as shown in the below image.

Email Template

Step-2 Add the below details.

1) Name- Enter the name of the email template.

2) Subject- Enter the subject of the email template.

3) Content- Enter the content of the email template.

Now click on Save as Email Template button.

Create Template

Step-3 A new record is created in the Email template grid as shown in the below image.

Template Grid

Step-4 Now you can add this Email template in Workflow now click on Settings >> Workflow >> Create Workflow select the Event to whom you need to send this email and now go to Actions and select Send Email as shown in the below image.

Template Workflow

Step-5 Now from Choose Option select your email template as shown in the below image.

Workflow

- + diff --git a/2.0/settings/group.html b/2.0/settings/group.html index b7e7dd2..bf04888 100644 --- a/2.0/settings/group.html +++ b/2.0/settings/group.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Groups

In Krayin CRM, groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts. Users can create groups based on various factors such as demographics, interests, purchasing behavior, or any other relevant attributes. This segmentation facilitates targeted messaging and personalized interactions, improving the effectiveness of sales and marketing efforts within the CRM system.

# Create Groups in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Groups >> Create Group as shown in the below image.

Group

Step-2 Enter the below details.

1) Name- Enter the name of the group.

2) Description- Add the description of the group.

Now click on Save as Group button.

Create Group

Step-3 A new record is created in the group data grid as shown in the below image.

Group Grid

- + diff --git a/2.0/settings/index.html b/2.0/settings/index.html index 49e73e5..ce232bb 100644 --- a/2.0/settings/index.html +++ b/2.0/settings/index.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Settings

Groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

You can easily manage your almost Admin panel from the Settings menu.

# Groups

In Krayin CRM, groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

# Roles

In Krayin CRM, roles typically refer to predefined sets of permissions and access levels that determine what actions users can perform within the system. These roles help to manage and control the level of access granted to different users based on their responsibilities and job functions.

# Users

A user typically refers to an individual who interacts with the CRM platform to manage customer relationships, sales processes, marketing campaigns, and other related activities.

# Pipeline

A pipeline refers to the stages through which a potential customer progresses from initial contact to conversion.It's essentially a visual representation of the sales process, outlining the steps that sales representatives take to move prospects from being leads to becoming paying customers.

# Sources

Sources refer to the channels or methods through which leads or prospects enter your sales pipeline. Accurately tracking the sources of leads is crucial for understanding the effectiveness of your marketing and sales efforts, as well as for optimizing your lead generation strategies.

# Types

It is the model that identifies weather it is an existing business or a new business also you can create new types.

# Attributes

Attributes are used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports.

# E-mail template

Email templates are a fast and easy way to send repetitive and recurring emails to multiple customers. They help save time and provide a way to create consistent, professional, preformatted email messages that can be used when communicating with customers.

# Workflows

A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint.

# Webforms

Web forms simplify the process of capturing visitors' or users' information from your website into your CRM system.

# Tags

Tags are unique identifiers that you can attach to customer data in your CRM system. They allow you to group people based on their needs and interests so that when it's time for marketing, they get the right message at the right time - something all marketers want!

- + (opens new window)

# Settings

Groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

You can easily manage your almost Admin panel from the Settings menu.

# Groups

In Krayin CRM, groups typically refer to a feature that allows users to categorize or segment contacts, leads, or customers based on certain criteria. These groups can help organize data and streamline communication or marketing efforts.

# Roles

In Krayin CRM, roles typically refer to predefined sets of permissions and access levels that determine what actions users can perform within the system. These roles help to manage and control the level of access granted to different users based on their responsibilities and job functions.

# Users

A user typically refers to an individual who interacts with the CRM platform to manage customer relationships, sales processes, marketing campaigns, and other related activities.

# Pipeline

A pipeline refers to the stages through which a potential customer progresses from initial contact to conversion.It's essentially a visual representation of the sales process, outlining the steps that sales representatives take to move prospects from being leads to becoming paying customers.

# Sources

Sources refer to the channels or methods through which leads or prospects enter your sales pipeline. Accurately tracking the sources of leads is crucial for understanding the effectiveness of your marketing and sales efforts, as well as for optimizing your lead generation strategies.

# Types

It is the model that identifies weather it is an existing business or a new business also you can create new types.

# Attributes

Attributes are used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports.

# E-mail template

Email templates are a fast and easy way to send repetitive and recurring emails to multiple customers. They help save time and provide a way to create consistent, professional, preformatted email messages that can be used when communicating with customers.

# Workflows

A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint.

# Webforms

Web forms simplify the process of capturing visitors' or users' information from your website into your CRM system.

# Tags

Tags are unique identifiers that you can attach to customer data in your CRM system. They allow you to group people based on their needs and interests so that when it's time for marketing, they get the right message at the right time - something all marketers want!

+ diff --git a/2.0/settings/pipeline.html b/2.0/settings/pipeline.html index 2cea8f6..e070178 100644 --- a/2.0/settings/pipeline.html +++ b/2.0/settings/pipeline.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Pipeline

A pipeline refers to the stages through which a potential customer progresses from initial contact to conversion. It's essentially a visual representation of the sales process, outlining the steps that sales representatives take to move prospects from being leads to becoming paying customers.

# Create a Pipeline in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Pipeline >> Create Pipeline as shown in the below image.

Pipeline

Step-2 Enter the below details.

1) Name- Enter the name of the pipeline.

2) Rotting Days- Enter the days till your pipeline gets finished.

3) Mark as default- Manage it from the enable/disable icon.

Now click on the Save as Pipeline button.

NOTE- Enter the name and the probability percent of the pipeline also you can add the stage by clicking on the Add Stage button.

Create Pipeline

Step-3 A new record is created in the pipeline data grid as shown in the below image.

Pipeline Grid

NOTE- You can also add new attributes to a pipeline and accordingly created attributes will visible on the lead.

- + diff --git a/2.0/settings/role.html b/2.0/settings/role.html index bc0b1b8..8f130ff 100644 --- a/2.0/settings/role.html +++ b/2.0/settings/role.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Roles

In Krayin CRM, roles typically refer to predefined sets of permissions and access levels that determine what actions users can perform within the system. These roles help to manage and control the level of access granted to different users based on their responsibilities and job functions. By assigning roles to users, administrators can ensure that sensitive data remains secure and that users only have access to the features and information necessary for their tasks. Common roles in Krayin CRM may include administrators, managers, sales representatives, and customer support agents, each with their own set of permissions tailored to their responsibilities.

# Create Roles in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Roles >> Create Role as shown in the below image.

Role

Step-2 Add the details below

1) Name- Enter the name of the role.

2) Description- Enter the description of the role.

3) Permission Type- There are two permission types that are mentioned below.

a) Custom- Custom permissions are specific to the needs of the application or organization. They can be created and assigned to roles as required. For instance, in an e-commerce platform, custom permission might be "Manage Orders" or "View Analytics". These permissions would be assigned to roles based on the responsibilities of the users within the system.

b) All- When a user or role is granted "all" permissions, it means they have unrestricted access to all resources and actions within the system. This is often reserved for superuser roles or administrators who need full control over the system.

Create Role

Now click on Save as Role button.

Step-3 A new record is created in the role data grid as shown in the below image.

Role Grid

- + diff --git a/2.0/settings/source.html b/2.0/settings/source.html index 1db52a8..4b701d2 100644 --- a/2.0/settings/source.html +++ b/2.0/settings/source.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Sources

Sources refer to the channels or methods through which leads or prospects enter your sales pipeline. Accurately tracking the sources of leads is crucial for understanding the effectiveness of your marketing and sales efforts, as well as for optimizing your lead generation strategies.

# Create Sources in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Sources >> Create Source as shown in the below image.

Source

Step-2 Enter the name of the source and then click on Save as Source button.

Create Source

Step-3 A new record is created in the source data grid as shown in the below image.

Source Grid

- + diff --git a/2.0/settings/tags.html b/2.0/settings/tags.html index 0339cee..8c7b47b 100644 --- a/2.0/settings/tags.html +++ b/2.0/settings/tags.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Tags

Tags are unique identifiers that you can attach to customer data in your CRM system. They allow you to group people based on their needs and interests so that when it's time for marketing, they get the right message at the right time - something all marketers want!

# Create Tags in Krayin.

Step-1 Go to admin panel of krayin and click on Settings >> Tags >> Create Tags as shown in the below image.

Tags

Step-2 Enter the name of the tag and choose the color of the tag as shown in the below image.

Create Tags

Step-3 A new record is created in the tags grid as shown in the below image.

Tags Grid

- + diff --git a/2.0/settings/type.html b/2.0/settings/type.html index 8c5c742..ecc7e33 100644 --- a/2.0/settings/type.html +++ b/2.0/settings/type.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Types

It is the model that identifies weather it is an existing business or a new business also you can create new types.

# Create Types in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Types >> Create Type as shown in the below image.

Type

Step-2 Enter the name of the new type.

Now click on Save as Type button as shown in the below image.

Create Type

Step-3 A new record is created in the type data grid as shown in the below image.

Type Grid

- + diff --git a/2.0/settings/user.html b/2.0/settings/user.html index 8198e23..1919b0e 100644 --- a/2.0/settings/user.html +++ b/2.0/settings/user.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Users

A user typically refers to an individual who interacts with the CRM platform to manage customer relationships, sales processes, marketing campaigns, and other related activities.

# Create a User in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Users >> Create User as shown in the below image.

User

Step-2 Enter the below details.

1) Name- Enter the name of the user.

2) Email- Enter the email of the user.

3) Status- Enable the status.

4) Password- Enter the password of the user.

Now click on Save as User button.

Create User

Step-3 A new record is created in the user data grid as shown in the below image.

User Grid

NOTE- This user can be assign while creating a lead.

- + diff --git a/2.0/settings/webforms.html b/2.0/settings/webforms.html index f614791..1b3cf17 100644 --- a/2.0/settings/webforms.html +++ b/2.0/settings/webforms.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Webforms

Web forms simplify the process of capturing visitors' or users' information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish their web forms.

# Create Webforms in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Webforms >> Create Webforms as shown in the below image.

Webforms

Step-2 Add the below details.

1) Web Forms- Enter the name of the web form.

2) Description- Enter the description of the web form.

3) Submit Button Label- Enter the name of the submit button label.

4) Submit Success Action- Enter the custom message of submit success action also you can apply the redirect URL.

5) Create New Lead With Contact- You can Enable/Disable from here.

6) Customize Web Forms- Customize your web form with element colors of your choosing with CSS.

7) Attributes- Add custom attributes to the form.

Now click on Save as Web Form button.

Create Webforms

Step-3 A new record is created in the webform grid as shown in the below image.

Webforms Grid

- + diff --git a/2.0/settings/workflow.html b/2.0/settings/workflow.html index da10f68..3d3e9c1 100644 --- a/2.0/settings/workflow.html +++ b/2.0/settings/workflow.html @@ -16,7 +16,7 @@ - + @@ -28,7 +28,7 @@ Home Contribute to Krayin - (opens new window)

# Workflows

A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint. You can think of a CRM workflow as a line of dominoes you need to knock over to get from an initial trigger to your desired outcome.

# Create Workflows in Krayin

Step-1 Go to admin panel of krayin and click on Settings >> Workflows >> Create Workflow as shown in the below image.

Workflow

Step-2 Add the below details.

1) Name- Enter the name of the workflow.

2) Description- Enter the description of the workflow.

3) Events- Select the eventfor the workflow .

4) Condition- Apply the condition as per the requirements.

5) Actions- Select the action of the workflow.

Now click on Save as Workflow button.

Create Workflow

Step-3 A new record is created in the workflow grid as shown in the below image.

Workflow Grid

- + diff --git a/404.html b/404.html index c55cfb8..11f41fa 100644 --- a/404.html +++ b/404.html @@ -16,13 +16,13 @@ - +

404

There's nothing here.
Take me home.
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Leads and Pipeline

Learn how to create leads manage lead pipeline for Krayin.

Activites

Learn how to create and manage Activites for Krayin.

Quotes

Learn how to create and manage quotes for Krayin.

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"revision": "8f08a6ec20c64584af53622bbffb2aa1" + "revision": "2920f3d516c553940f274d94e2ca0693" }, { "url": "logo.png", "revision": "8c22925599c4ca272c95a5be8779680f" - }, - { - "url": "logoBot.png", - "revision": "efd0d8a4bfd44b3e2c264040d5529d16" } ].concat(self.__precacheManifest || []); workbox.precaching.precacheAndRoute(self.__precacheManifest, {});