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Contents
Overview 1
Logging In 2
The Home Page 2
Main Menu 3
Green Menu Bar 4
Gray Menu Bar 4
Initial Setup 5
Agenda Assistant 5
Mail Merge Profile 7
Extra Mail Merge Fields 8
Settings 9
Personal Settings 9
General Settings 10
Automatic Systems 11
Utilities 12
Contacts 13
Adding A New Contact 14
Check for Duplicates 14
Add the Contact 15
Add A Note 16
Add A To-Do 17
Add An Appointment 19
Update A Contact 20
Upload A File 21
Launch a To-Do Plan for a Single Contact 23
Launch An Autoflow Single Contact 24
Emails 26
Creating An Email Template From Scratch 27
Adding a Shared Template or a DefaultTemplate 29
Edit An Existing Template 31
Opt-In a Contact So You Can Send AnEmail 32
Sending An Email 35
Email Analytics 37
Sending Email Blasts 38
Launch An Autoresponder Campaign 40
Put a Group of Contacts on a Campaign 42
Intelligent Links 42
Advanced Email Template Builder 47
Start an Advance Email 47
Automatically adds to templates 51
Adding A Photo 51
Videos in your email 53
Adding Social Media Buttons 53
Self-Scheduler 54
Set up of Self-Scheduler 55
extra mail merge fields 56
Using the Scheduler Link 60
Self Scheduler in bulk emails 64
Letters 65
Creating A Letter Template 66
Adding a Shared Template or a DefaultTemplate 68
Edit An Existing Template 70
Send A Letter To A Single Contact 72
Sending A Letter To A Group Of People 75
Create a Digital Signature 80
Filtering Your Database 84
Basic Filtering 85
Advanced Filtering 86
Work Groups 90
Saving Groups - Dynamic 92
Saving Groups - Static 93
Administrator Access 94
Counselor Access 95
Group To-Do Plans 97
Group Autoresponder 98
Calendar 100
Overview 101
Daily View 102
Integrate with Google Calendars 103
Customizing The System(Administrator Level Users) 107
Customizing The Data Fields 108
Adding a Flag 109
Add/Edit Sources/Status/Categories 111
To Edit The Source 113
Delete An Existing Source 114
To-Do Plans (Administrator/PowerUser Level Users) 115
Build a To-Do Plan 116
Launch the To-Do Plan for a Single Contact 121
Launch a To-Do Plan for a Group ofContacts 122
Landing Pages 124
Creating a Landing Page 126
Header Tab 127
Landing Page Designer 127
Actions Tab 128
Advanced Tab 129
Importing Contacts 130
Getting your file ready 131
Save as a CSV File 132
Import Contacts In Bulk 134
Mapping Data 137
Re-Assigning Leads 138
Re-Assign A Single Contact 139
Re-Assign Multiple Contacts 140
FuneralDecisionsCRM Mobile 173
Adding FuneralDecisionsCRM To YourPhone 174
Mobile App Overview 187
Quick Add 188
Contact Screen Overview 189
Note Using Dictation 190
Reduced Capability User 196
Overview
Logging In
FuneralDecisionsCRM
The login page
Logging In...
1.) Go To 'www.FuneralDecisionsCRM.com and enter your email address and password.
2.) Then click the "Secure Log In" button
The Home Page
FuneralDecisionsCRM
This is the main page and the default page you are taken to when logging in.
Overview
Overview
This screen is your home page and is the page you are first taken to upon logging in. It is also accessible via the
"Home" button on the gray menu bar. The main screen is made up of 9 main areas:
1.) Green Menu Bar - This contains system specific features and links
2.) Gray Menu Bar - This menu navigates to the same pages and the links in the Action Center
3.) Recent Contacts - Your 10 most recently accessed contacts show up here
4.
)
Saved Searches
-
If you are constantly filtering your contacts the same way, you are able to save those filters so
that you can quickly find your contacts that all meet certain criteria
5.) Main Menu - This is the main area of navigation in FuneralDecisionsCRM
6.
)
To
-
Do Summary
-
This is a 'quick' view into your to
-
do list. It shows your number of overdue to
-
dos, the number
that are due today, and how many you have open all together.
7.) Chat Box - This is where you can chat with an agent who can help with the CRM
8.
)
Rolodex
-
Accessible from every screen, this gives you a view into all of your contacts with last names that begin
with the selected letter
9.
)
Search Box
-
Search for anyone from any screen with this search box. Definitely the most efficient way to quickly
find contacts
Main Menu
The "Main Menu" is the main the navigation of the CRM. You can reach this screen anytime by clicking the
"Home" button in the gray menu bar. The buttons in the main menu do the following:
1.) Add Contact - Takes you to the add contact screen
2.) List Contacts - Takes you to your list of contacts where you can access Basic or Advanced Search
3.
)
My To Do's
-
See your list of to
-
dos and filter by when they are due and type of to
-
do
(
no category, phone calls, emails or letters)
4.) My Calendar - Takes you to your calendar for a Monthly, Weekly or Daily view
5.) Letter Library - takes you to your letter templates
6.) Email Library - takes you to your email templates
7.) My Settings - Customize the system as you need to, turn on your Agenda Assistant, add Sources, etc
8.) Training Manual - Access the training manual
9.) Follow Along Videos- Browse our "Follow Along" training videos as a quick way to learn the system
10.) Import Contacts - Have contacts in a spreadsheet? Import them instantly
11.) Landing Pages - Need to create a web page about an upcoming seminar you are hosting or want to integrate
our system with your current website...all done via landing pages
Green Menu Bar
This upper level navigation includes some system specific functions.
For those in multi
-
counselor situation, the "Search For Duplicates" button underlined in blue is very important to
utilize as it will search across all counselor systems to find duplicate leads.
Gray Menu Bar
The gray menu bar is accessible on every screen and offers short cuts to the menu times in the Action Center. So
clicking on the "Contacts" button in the gray menu bar will take you to the same place as "List Contacts" in the
Action Center.
The "Home" button will take you to the Main Screen (shown above) and Action Center.
The "To-Do" button will show the number of Overdue To-dos you have (in red) and To-Dos due today (in gray).
The cog icon is the "Settings" option in this menu.
Initial Setup
FuneralDecisionsCRM
When you first login, you will want to do these two things right away. The first is the Agenda Assistant which will
enable you to receive daily email reminders about appointments and to-dos.
The second is the mail merge profile which enables you to send emails and letters through the system.
Agenda Assistant (Daily Email Reminders)
Click on "Settings"
Click on "Agenda Assistant"
1. Check "Enable Agenda Assistant"
2. Check "Overdue To-Dos", "To-Dos Due Today", "Today's Appointments"
3. Check "Today's Birthdays" and "Today's Special Events" if you like to keep track of
these
4. Add up to 5 saved searches
5. Enter up to 3 emails where you want your daily reminder sent
6. Choose "Every Day" or "Monday Through Friday"
7. Click on "Save"
Fill Out Your Mail Merge Profile
Fill Out Your Mail Merge Profile
Click on "Settings"
Click on "Mail Merge Profile"
1. Fill out your contact information
2. Click on "Save"
Settings
FuneralDecisionsCRM
All settings are not available to everyone. If you are an administrator you will see this entire screen, if you are a
counselor at a location with a sales manager, you will only see the top "Personal Settings" portion.
Personal Settings
Extra Mail Merge Fields
Extra Mail Mege Fields
1. Follow the instructions at the bottom to set up this section. It is to allow the self scheduler to work
Personal Settings
Personal Settings
Personal settings are made up of 7 links, 6 of which are available to everyone:
1.) Account Settings - Only available to Administrators
2.) Agenda Assistant - Turn on or off your daily email reminders
3.) Mail Merge Profile - Your contact information. Required to send emails or letters from the system
4.
)
Quick Notes
-
Quick Notes are used when adding notes to a contact and are an easy way to minimize typing
repetitive, generic notes (ie. "Called and left message")
5.) Email Templates - Add or edit your own email templates for use in the system
6.) Letter Templates - Add or edit your own letter templates for use in the system
7.
)
Google Integration
-
Hook your FuneralDecisionsCRM up to your Google Calendar for use in other calendars or
your phone
General Settings
General Settings
General Settings
These are only accessible to Administrators
1.) AutoFlows - These enable sales and marketing automation when sending out emails
2.) Categories - Add/Remove contact categories
3.) Status - Add/Remove contact status
4.
)
Custom Fields
-
Add/Remove the custom fields on the contact record
(
these are the fields that show up below
the contact information)
5.) Flags - Add/Remove contact flags (Flags are a great way to add additional filter-ability to contacts)
6.) Sources - Add/Remove contact sources
7.) Activites - Add/Edit/Remove Deals (See section on deals)
Automatic Systems
Automatic Systems
Automatic Systems
These are available to Administrators and Power Users
1.) Audio Messages - Embed audio messages into landing pages
2.) Autoresponders - Automatically send prewritten emails
3.
)
Birthday Assistant
-
Enable the system to automatically alert you to upcoming birthdays or automatically send
emails to contact
4.) Landing Pages - Create web pages or embed forms into existing websites
5.) To-Do Plans - Create multi-step sales and marketing paths for contacts
Utilities
Utilities
Utilities
These are available to Administrators and Power Users
1.) Import Data - Instantly import bulk contacts from an Excel Spreadsheet
2.) Delete Import Batch - Delete contacts that were bulk imported
3.) Export Data - Export contacts and notes in your system
Contacts
Adding A New Contact
FuneralDecisionsCRM
Add a new contact
(For Counselors) - Check For Existing Records
Before entering a contact, you should always check to see if a contact already exists in another counselor's
database...
Click on the "Search For Duplicates" button in the green menu bar.
There also be an autoflow to check for duplicates post entry
Type in either an email address, phone number or first and last names. Email and phone numbers are much more
accurate as many people can exist with the same name. Then click the "Search" button that is associated with the
information you entered.
The search will either return "No Duplicates Found" or "Duplicates Found".
Add the Contact
Now that it has been found there is no existing record, Click on "Add Contact"
1. Enter contact's information...name, email, phone, etc
2. Always enter a Source, Category and status
1. Enter in any additional information you may have about the contact down below
2. Click on "Save"
Add A Note
FuneralDecisionsCRM
Add a note to your contact
Whether you add a new contact or find an existing one, the default screen for a contact shows the notes.
To add a new note...Click on "Add Note"
1. Enter in your note
2. Click on "Save"
After you click the save button you will be taken back out to the Notes view. You will see your note along with the
date and time stamp it was entered.
The push pin icon next to the date will enable you to 'pin' your note so that it stays at the top. Notes are added in
chronological order newest on the top.
Add A To-Do
FuneralDecisionsCRM
Add a to-do/reminder to your contact
1. Click on " To-Do List"
2. Click on "Add To-Do"
1. Add your To-Do summary
2. Click on "Date" and select the due date
1. Select the category of the To-Do or leave as "No Category"
2. Click on "Save"
Add An Appointment
FuneralDecisionsCRM
Add an appointment to your contacts
Click on "Make Appointment..." This is at the bottom of every contact screen, regardless of which tab you are in.
1. Enter the title for this appointment
2. Select the date
3. Enter in any details about the appointment
4. Select the Start and End Time for your appointment
5. Click on "Save"
You can see the appointment in the "Appointments" tab on the contact record or up in the calendar.
Update A Contact
FuneralDecisionsCRM
Update an existing contact record.
1. Click "Edit Contact" button
1. Enter new information or edit existing
2. Click on "Save"
Upload A File
FuneralDecisionsCRM
How to upload a file to a contact record.
Click on " Attachments"
Click on "Browse…" to find the document you wish to upload
After you selecting the file, Click on "Upload Selected File". Your file will now be available in the contact record.
Launch a To-Do Plan for a Single Contact
FuneralDecisionsCRM
Build a custom To-Do plan
To Launch the To-Do Plan for a Single Contact
1. Go to the contact record, click on the "To-Do List" tab on the left side underneath "Notes"
2. Click the drop down menu titled "Select a To-Do Plan"
Select the To-Do Plan you wish to put the contact on.
Select the date and click "Ok". With To
-
Do plans you can post date or use a future date, it does not have to be the
current day.
You will know see the plan steps show up in the to-do list with the predetermined intervals.
Launch An Autoflow Single Contact
FuneralDecisionsCRM
Launch an Autoflow
To Turn On an Autoresponder for a Single Contact
To Launch On an Autoflow for a Single Contact
Go into the contact record you wish to have on a campaign and click on the "Autoflow" tab
From the drop down menu, select the campaign you wish to run for the contact.
...and that's it!
Emails
Creating An Email Template (From
Scratch/Word Doc)
FuneralDecisionsCRM
Adding a new email template to the system. It can be one you sit down and write from scratch or one you copy and
paste in from another file.
Click on "Email Library"
Click on the "Add Email Template" button
1. Select a sample template or advanced or Basic Editor
2. Enter the name of your template. This name is only for identifying the template in the system. It is not shown to
the contact.
3. Enter the subject line. This is the email's subject line that the contact will see when they receive the email.
Always use Merge Fields when creating contacts. Merge Fields enable information from the contact record
(
ie First
Name, Last Name, etc
)
to be pulled when sending the email. For example when sending an email blast to 200
people, you would not want to go in and add in two hundred names by hand. By using the Merge Fields option, the
template will automatically pull out and add the names to the template of the 200 people you are sending the email
to.
Type in your email or highlight and copy/paste it in from Word or other text file.
Click on "Save"
Adding a Shared Template or a Default
Template
FuneralDecisionsCRM
Find and add a template supplied by your company, Funeral Decisions or a co-worker.
Click on "Email Library"
Click on "Default and Shared Templates"
Click on the desired template
The template is now added to your system and ready to use or edit
Edit An Existing Template
FuneralDecisionsCRM
Edit a template that is currently in your template library.
Click on "Email Templates"
Click on the email template you wish to edit
Edit the template as need and click "Save"
Opt-In a Contact So You Can Send An
Email
FuneralDecisionsCRM
Before you can begin sending emails to a consumer, you'll need to opt
-
in their email address. The vast majority of
the time, if someone gave you their email they are giving you permission to send them an email.
Notice how this email address is gray. This indicates that the contact's email is not opted
-
in and therefore
cannot be sent emails.
To Opt-In a contact
To Opt-In a contact
Click on Email of the contact
Click the Opt-in Button.
The opt-in button will disappear and the Email will turn green.
FuneralDecisionsCRM
Notice the email is now green. You are now able to send this contact emails.
Sending An Email
How to send an email to a single contact.
To send an email to an opted-in contact (they have a green email), simply click on their email.
CLick on the send Email from this pop up box.
If you are sending an existing template 1.
)
click on the drop down menu directly above the email editor and then 2.
)
select your email template.
If you are writing an email from scratch then enter a subject line and then type your message in the email editor.
To add an attachment, simply click on the "Add Attachment" link below the editor and select your file.
Click "Send Email" to send the message.
You will see the email shows up automatically in the notes section of the contact record.
Email Analytics
FuneralDecisionsCRM
Email analytics enable you to see exactly what was sent when to the contact, when the email was opened and if you
included a link or attachment, when that was clicked/downloaded.
To access the analytics, 1.) go to the contact that you sent the email to.
2.) Click on the arrow/chart icon directly across from the "Email Sent:...." note.
This screen shows you the message sent and then the date/time stamp for when the email was sent, opened and
clicked.
Sending Email Blasts
FuneralDecisionsCRM
You can send an email to 100 people just as easy as you can to 1 person.
1. First you will need to filter your contacts. If you do not know how to filter contacts, please see how to filter and
work with groups.
2. After you have your database filtered as needed, click on " Send Results to ClientTouch"
1. Note the number of contacts in the system. If you wish to remove specific users, you can do so with the "Remove
Contacts" tab or the "Manage" tab.
2. Click on the "Email Blast" button.
1. Select your template OR if you are writing an email from scratch, go to step 2.
2. Enter your subject line and then type your email in the email editor. IMPORTANT...because you are sending an
email to more than one person, you will need to use the Merge Fields in order to add the contact's name
(
or other
information) to the email.
3. Check "Add a note about this Email Blast" so that a note gets appended to the contact's record.
4. Click "Send Blast Now" or "Schedule This Blast" to send at a later date.
Information about the email blast shows up on the home page. You can view the open rate, click rate, and other
metrics by clicking on the "Email Blast Analytics" link.
Launch An Autoresponder Campaign
FuneralDecisionsCRM
Launch an autoresponder
To Turn On an Autoresponder for a Single Contact
Merge Fields are located here.
You will need to use these when
sending email blasts on order to
get names or other information to
show up in the email.
To Turn On an Autoresponder for a Single Contact
Go into the contact record you wish to have on a campaign and click on the "Autoresponders" tab
From the drop down menu, select the campaign you wish to run for the contact.
...and that's it!
Put a Group of Contacts on a Campaign
Put a Group of Contacts on a Campaign
1. Filter your contacts as needed (see tutorial on filtering if needed) and add to ClientTouch
2. Click on "Autoresponder Campaigns"
Then select the campaign name from the drop down (or likewise, remove them from a campaign) and click "Apply".
Using Intelligent Links
FuneralDecisionsCRM
Intelligent links are a great way to use the sales and marketing automation tools found in the system via link clicks
in an email. Say for instance that you want to be alerted the second a person clicks on the link to the GPL that you
sent them and flags them as being a 'hot lead'. This is what intelligent links do.
Add an Intelligent Link to your template...
Add an Intelligent Link to your template...
1. Write (or edit an existing) template
2. Highlight the text where the link is going to be
3. Click on the "Insert/Edit Link" button...it looks like a chain link.
Paste in the URL to the file (make sure you include the "http://")
Click OK
Click the "Apply" button
Now click on the "Intelligent Links..." button. Please note you need to click the "Apply" button before you can do this
step.
Then click "Add Intelligent Link"
1. Select the link in your email that you want to turn into your "Intelligent Link". In this case, it's the link to the GPL
document.
2. Select the AutoFlow (see the section on AutoFlows for more information about this)
3. Click "Save"
You will now see your Intelligent link show up...you can also add another one
(
if you have more than one link in
your email) or clear them. Otherwise click "Close"
You will now see the number of Intelligent Links applied to this template. Click "Save".
You will now see a 'link' icon in the template library next to any template that has Intelligent Links.
Using Advanced Email Template Builder
FuneralDecisionsCRM
The Advanced Email Editor is here to help you create professional looking HTML
-
based newsletters and other
emails. You get there the same way you do for a Basic template, but Select Advanced Template
Start an Advance Email
Select Advanced Letter Library
1. Name you email template and select the Folder that you want it added into.
2. Click Create & Start Editing
1. Drag the different parts from the Content Panel
2. Onto the email section of the Email template
Drag and drop multiple elements into the email editor and re-arrange as needed.
Once elements are added you need to go into and the different sections and edit them.
Once your email is designed and edited...
1. You can drag different rows and sections
2. Once you Drag it over it will Divide the sections into different style rows.
This can change the general setting of the email such as the size background color,
fonts and link colors.
After all of the different edits always make sure to save the changes
Automatically adds to templates
The Template is already to use.
Adding A Photo
1. Upload a file Picture from you Computer
2. Import a picture from Social media or the Internet
3. Get a photo from our a free database our photos
4. Insert the photo into the photo section of the email template
Edit what the button does by 1. Selecting the button area
2. Selecting the drop down
The button function can do several things:
1. Open a web page
2. Send and email to a specific address
3. Make a phone call
4. Send a text message
Click in the box that appears, and press 'Ctrl' and 'V' on your keyboard to paste the code.
Click the "Ok" button.
Videos in your email
1. To add a video once the section has been added click the add a video url button
2. Copy and paste the video link or type in it and then click save changes
Adding Social Media Buttons
1. The Social Media Buttons display here.
2. Choose the different colors or styles of buttons
3. Add or remove different icons
4. Enter the links you want added on your email
Self-Scheduler
The Self-Scheduler allows you to send out a link to your families so they can schedule an
appointment on there own time but add it right on to your calendar.
Here are the steps needed to make it work
Start by clinking the setting button
Next click the Mail Merge Profile Button and scrolly to the bottom of the screen
You Then are going to these 3 fields: Start by Clicking Add Field
1. Add the Field name as it shows in the Extra Mail Merge Fields start with “SchedulerDesc”
1. Now add what you want the Calendar to say.
2. Click Save
Repeat for Field 2. Click add Field
1. Add “SchedulerLogo” as the field name Then for the Value this is a picture that has to have a URL (you
can get this from right clicking on a logo on your website most of the time) Then Click Save
The 3
rd
field is very much the same except all of the information is already there for you. Click add field
Add the 3
rd
Field which is SchedulerTID for the field name but the Value is the code highlighted in the
picture below.
After this Field is saved you can now use the scheduler Link.
Using the Scheduler Link
This is How you will use the Link for have clients self-schedule now that it is all set
up.
Click on the Scheduler Link From the Contact screen
The box will pop up where you want to enter in all of your information
1. Fill out how long you want the appointment to be
2. Select you Availability by hour and days of the week
3. Add a note on what you want the Appointment to be about
You then are going to copy the link by clicking copy to clipboard.
You can then open up an email template and paste and create a link from there. (
See the email templates section to do this.)
You change the ugly link into a nice looking click here to schedule by using the link
button on the email template.
You Then get a nice calendar that you can send out to families to Self Schedule
themselves
Use the Self Scheduler in an bulk email templates
You simply go to you email templates and click the Self Scheduler Link
You then copy and paste the link in from the clipboard into an email template like
shown before.
Letters
Creating A Letter Template (From
Scratch/Word Doc)
FuneralDecisionsCRM
Create a letter template to send to one or multiple contacts. It can be one you sit down and write from scratch or
one you copy and paste in from another file.
Click on "Settings"
Then click "Letter Templates"
Click on " Add Letter Template "
Enter the name of the template. This will not be seen by the consumer, it is only so you know what the template is.
OPTIONAL - Enter a description.
If you have an existing letter in Word or other file format, simply highlight everything and copy and paste it in the
editor. If you are writing it from scratch, write it in the editor.
Unlike when sending an email to a single contact, you are unable to edit letter templates, so ALWAYS use Merge
Fields when creating letters...regardless if its one written from scratch or one you copy and pasted in. Merge Fields
enable information from the contact record
(
ie First Name, Last Name, etc
)
to be pulled when printing the letter. For
example when sending a letter to 1 or 200 people, you would not want to go in and edit two hundred letters by
hand. By using the Merge Fields option, the template will automatically pull out and add the name(s) to the template
of the individual or the 200 people you are sending the letter to.
OPTIONAL
-
If you have preprinted stationary that you're using, you may want to make the margins different than
the standard default.
Click on "Save"
Adding a Shared Template or a Default
Template
FuneralDecisionsCRM
Download a template provided by your business or another user on your system.
Edit Page
Margins Here
Click on "Customize the system just how you like it" edit in "Funeral Decisions CRM - Mozilla Firefox"
Click on "Letter Templates" edit in "Settings"
Click on " Default and Shared Templates" edit in "Letter Templates"
Click on the name of the template you wish to download into your library
The template is now added to your system and ready to use or edit.
Edit An Existing Template
FuneralDecisionsCRM
Edit an existing letter template in your letter library.
Click on "Settings"
Click on "Letter Templates"
Click on the template you would like to edit
1. Edit the template in the editor
2. Click on "Save"
Send A Letter To A Single Contact
FuneralDecisionsCRM
Print a letter to one person
From the contact's record, click on the "Print Letter" button.
Or you can Select the "Print Letter" option.
Click on the Letter drop down...
Select the template you wish to print.
The template will load in the blue box. You can print by the printer icon downloading it as a PDf ot right clincking
and then printing.
After printing the letter, click on "Add Note"
Click on "Save".
Sending A Letter To A Group Of People
FuneralDecisionsCRM
Send a letter to a group of people
1. First you will need to filter your contacts. If you do not know how to filter contacts, please see how to filter and
work with groups.
2. After you have your database filtered as needed, click on " Send Results to Work Group"
1. Note the number of contacts in the system. If you wish to remove specific users, you can do so with the "Remove
Contacts" tab or the "Manage" tab.
2. Click on the "Letters" button.
Click on the Letter Template drop down menu
Select the letter template you wish to print out
The letters will show up in the blue box. You will see a printer icon in the upper right corner. You could also Push
the arrow to download them as PDF's.
After you have printed your letters click on the "Close" Button.
Next click on the "Batch Add Note" button.
Enter the name of the template that you sent and click "Save"
Create a Digital Signature For a Letter Template
First you need to go to the Letter Template Section from the setting. Then select Create
Signature.
This Box will pop up for your to draw your signature right into the CRM. A touch screen device
works best for this.
Once it is Drawn in you will select the extract signature drop down and select the Signature
Image. You then will right click on the image that populates and copy it.
After opening a letter template you will paste the signature where you want it in the Letter.
You will then need to highlight and resize the image by grabing
the corners and srinking the image down.
Finally click save and you are ready to print send out letters
Filtering Your Database
Basic Filtering
FuneralDecisionsCRM
Basic filtering enables simple and quick database filtering. Perfect if you're looking for information by source, status,
category or a flag.
Click on "List Contacts"
Now that you are looking at all of the contacts in your database, you will need to use one or a combination of the
drop down menus to filter. In this example if we want to find all contacts from "Cold Call" we will click on the
"Source" drop down.
And then select "Cold Call" from the list of sources. From here we can click on "Send Results to Work Group" to
work with this group or we can work with individual contacts.
Advanced Filtering
FuneralDecisionsCRM
Sometimes we need to filter down to very specific segments of our database and the "Basic Filter" is just not
enough. This is where the "Advanced Filter" comes in.
Click on "List Contacts"
Click on the "Advanced Search" tab which is right next the "Basic Search" tab
Select the field that you want to filter on from the pop up menu.
Then select one of the options:
Is ...this is the same thing as equals
Is Not ...this is 'does not' equal
Contains ...this means that you only need to have part of the search string. So searching for a first name that
contains "And" would return "Andy", "Andrew" and "Andrea"
Doesn't Contain ...means that it cannot contain the search string.
Begins With ...will return all results that begin with your search
Ends With ...will return all results that end with your search
This third field will either turn into a drop down or remain as a text field you can type, depending on your search.
Here it is a drop down, if it remains a text field, simply type in what you wish to search for.
1. To add another filter, simply click on " Add Another Filter ".
2. Repeat the process in the previous step.
1. You can add up to 6 filters.
2. Once you are finished adding filters, click on " Search".
Work Groups
Overview
FuneralDecisionsCRM
Workgroups is the way that FuneralDecisionsC RM allows you to work with groups of contacts in your
database simply and quickly.
In order to use Work Groups, you will first need to filter your database and send those results to Work
Groups. Please see the section on Filtering Your Database for this.
The Work Groups Dashboard
1.) These are where your main actions are located
2.) This enables you to add additional contacts to the work group by source, status, flag, category, etc.
3.) This enables you to remove contacts from the work group by source, status, flag, category, etc.
4.) The 'Manage' tab lets you remove individuals from the work group one by one
5.) Here you can see how many contacts are currently in your work group
6.) "Online" actions column
a. Email Blast - send an email to your work group immediately or schedule it for up to a week in advance
b. Email Opt-In Wizard - Opt-in your contacts in bulk
c. Autoresponder Campaigns - Easily put your entire work group on an automated email series
d. Email List - Get all of the emails for your work group for use in other email systems
7.) "Offline" actions column
a. Letters - Print a letter template to the entire work group
b. Mailing Labels - Print out mailing lables for the entire work group. Uses Avery 5160/8160 labels.
c. Envelopes - Easily print out envelopes for the entire work group
d. Print out the names and addresses of your entire work group
8.) Notes & To-Dos
a. Batch Add Note - Add a note to the entire work group
b. Assign a To-Do - Add a single To-Do item to the entire work group
c. Assign a To-Do Plan - Add a To-Do Plan to the entire work group
9.) Utilities
a. Group Edit
-
Edit the Source, Status, Category, remove or add flags, and if you are a Manager, bulk move contacts
between counselors.
b. Download Address List - Download an address list of your work group for use in other programs
c. Export Data - Export the contacts and notes for your work group
d. Delete Contacts - Delete all the contacts in your work group.
10.
)
Group Edit
-
this is a very important button for Managers. When needing to move multiple contacts between
counselors, this is where you would complete that task.
Saving Groups - Dynamic
FuneralDecisionsCRM
This allows you to search for individuals who match certain criteria and it will automatically add or remove contacts
as their status changes.
First create the filter that will give you the group you are looking for. This needs to be completed in the "Advanced
Search" Tab. Once you have built the filter, click "Search".
To save this group
(
which will dynamically change based on new leads being added and existing leads falling out
because of status changes), click on the "Save This Search" links in the "Saved Searches" box.
Type in the name of the Group and then click on the "Show On Home Page" box and then click "Save".
Your group will now be saved and a link to it will show up on the Home Page under "Saved Searches".
Saving Groups - Static
FuneralDecisionsCRM
If you want to save a group that will not change, meaning the contact will always be apart of this group, there are
two methods...one if you have administrator access and one if you do not.
First build the filter that will give you the group you are looking for and click "Search".
Next click the "Send Results to WorkGroup" button.
If you are an Administrator...
If you have an administrator level access, then you should click on the "Group Edit" button.
Next click on the "Add Flag..." drop down and select the flag that is the group's name. If you do not have a flag for
this group yet, simply go to settings, create a flag, and then go back into Work Group and add the flag.
If you are a Counselor...
If you have a counselor with out the ability to create custom flags, then you should click on the "Batch Add Note"
button.
Type in the name of the group as one word, starting with a hash tag...so "#GroupName". This will make it searchable
in the notes section. Then click "Save".
Now that you have the group created tagged...anytime you need to access that group go to "Advanced Search" and
search by flag or by note. If you used the note method your search would look like the above where "Note"
"Contains" "#GroupName". If you used a flag you can simply use "Basic Search" or the "Advanced Search" on that
flag.
Enter the name of the template that you sent and click "Save"
Launch a To-Do Plan for a Group of
Contacts
FuneralDecisionsCRM
Add a To-Do Plan to a group of contacts.
1. Filter for your contacts and add them to Work Group
2. Click on the "Assign a To-Do Plan" button under the "Notes & To-Dos"
column
Select the To-Do plan you wish to add and the starting date, then click "Save".
Launch An Autoresponder Campaign -
Groups
FuneralDecisionsCRM
Launch an autoresponder
Put a Group of Contacts on a Campaign
1. Filter your contacts as needed (see tutorial on filtering if needed) and add to ClientTouch
2. Click on "Autoresponder Campaigns"
Then select the campaign name from the drop down (or likewise, remove them from a campaign) and click "Apply".
The Calendar
Overview
FuneralDecisionsCRM
Using the FuneralDecisionsCRM calendar.
Click on "Calendar" in the "Action Center" or in the gray menu bar.
There are three views in the calendar. Daily with To
-
Dos, Weekly, or Monthly. Weekly allows you to view time slots
as show above. You can also drag and drop the appointment into a different day or time slot by clicking and holding
on the left hand edge of the appointment.
Daily View
Daily View
The Daily with To
-
Dos view gives you a complete look into the day, broken up into 30 minute time slots. You can
also see your To-Dos for the day on the right hand side, directly next to the calendar.
Error
FuneralDecisionsCRM
Getting an error?
Oops!
Every now and again you might receive this error in the calendar. For some reason some browsers have issues with
being zoomed in or out too much and viewing the calendar. To prevent this from occurring, simply click Ctrl and 0
(zero). This will reset the zoom in your browser and will stop the error from occurring.
Integrate with Google Calendars
Integrate with Google Calendars
FuneralDecisionsCRM
Integrate your CRM calendar with Google Calendars so that you can see your appointments on your phone,
Outlook Calendar or anywhere else.
How to Integrate with Google Calendars
Click on "Settings".
Click on "Google Integration".
Click on "Google Calendar".
Click on "Authorize Google Calendar"
Select or login to your Google Account.
Click on "Allow" button in "Request for Permission
1.
)
Click the check box for "I promise that I will use a SEPARATE Google Calendar just for my database
appointments".
2.
)
When the drop down menu appears, select the calendar you want to use. If you do not have a separate one, you
will need to go into Google and create it.
3.) Select Ok. If another popup appears asking you to reconfirm, click "Ok" or "Yes".
...you're now sending all of your appointments to Google.
Customizing The System
(Administrator Level Users)
Customizing The Data Fields
FuneralDecisionsCRM
As an administrator level user, you can customize the fields that show up in the contact record easily.
Customize these extra fields...
Here we will show you how to customize your system so that you are capturing information that is important to
your funeral home/cemetery.
Starting from the "Home" screen...Click on "Settings".
Click on "Custom Fields".
Enter the label for the field that you want to add or remove/edit existing fields. Remember that if you change a field
that has existing data in it, the data will not change...there will just be a mismatch between the label and then data
type. For Example...Religious Affiliation gets changed to Pet Owner and you have contacts that have Christian,
Jewish, etc already there...that data will continue to be there even though it is now called "Pet Owner".
Once done Click on "Save".
Adding a Flag
FuneralDecisionsCRM
Flags are a great way to tag contacts and assist with filtering.
Click on "Settings"
Click on "Flags"
Click on " Add Flag"
1. Enter the name of your flag
2. Select the flag icon you would like to use
3. Choose the color
4. Click on "Save"
Add/Edit Sources/Status/Categories
FuneralDecisionsCRM
Add, Edit or Delete Existing Sources, Statuses, or Categories. The process is identical for all three of these. In this
example we use Sources, but it would be no different for Status or Category.
Click on "Settings" edit in "Funeral Decisions CRM"
Click on "Sources" edit in "Settings"
To Add a New Source
Click on " Add Source"
1. Type in the name of your new Source and (optional) details
2. Click on "Save"
To Edit The Source
Click on the source name
1. Change the name and details
2. Click on "Save"
To Delete An Existing Source
1. Check the box next to the source you wish to delete
2. Click on " Delete Selected Sources "
To-Do Plans (Administrator/Power
User Level Users)
About To-Do Plans
FuneralDecisionsCRM
To
-
Do plans were known as 'marketing paths' in other older systems. FuneralDecisionsCRM gives you complete
control over these paths.
What are To-Do Plans...
To
-
Do plans are essentially the same thing as 'marketing paths' from other systems. To
-
Do plans in
FuneralDecisionsCRM are predefined follow up activities that take place within certain intervals. Unlike other
systems however, FuneralDecisionsCRM allows you to create your own To
-
Do plans or paths and they can be any
combination of letters, emails, phone calls or anything else you'd like. You are in complete control of the follow up
procedure.
Build a To-Do Plan
FuneralDecisionsCRM
Build a custom To-Do plan
Click on "Settings"
Click on "To-Do Plans"
Click on " New To-Do Plan "
Type the name of your To-Do Plan and click "Save"
Now add a step by clicking the "Add a Step" button.
Enter in the Summary, the day from when the To
-
Do plan is assigned that this step should take place, the category
(and if an email or letter, you can select the template if needed), and then click "Save".
Click "Add a Step" to add an additional step if needed. To-Do Plans can be a single step if you wish.
Fill out the information for the next step and click "Save".
IMPORTANT: All scheduled days are from the starting date, not from the previous item completed. So item two will
be 5 days form the starting date, not the previous step.
Add as many steps as needed and click "Save"
To Launch the To-Do Plan for a Single Contact
To Launch the To-Do Plan for a Single Contact
1. Go to the contact record, click on the "To-Do List" tab on the left side underneath "Notes"
2. Click the drop down menu titled "Select a To-Do Plan"
Select the To-Do Plan you wish to put the contact on.
Select the date and click "Ok". With To
-
Do plans you can post date or use a future date, it does not have to be the
current day.
FuneralDecisionsCRM
To Launch the To-Do Plan for a Single Contact
You will know see the plan steps show up in the to-do list with the predetermined intervals.
Launch a To-Do Plan for a Group of
Contacts
Add a To-Do Plan to a group of contacts.
1. Filter for your contacts and add them toWork Group
2. Click on the "Assign a To-Do Plan" button under the "Notes & To-Dos"
column
Select the To-Do plan you wish to add and the starting date, then click "Save".
Landing Pages
About Landing Pages
FuneralDecisionsCRM
Landing pages are here for two main things. The first is the ability to create a webpage based around a marketing
activity. A perfect example would be a seminar that you are having and would like to provide information about it to
individuals, but you don't have the ability to edit your existing website.
The second use for landing pages is the ability to integrate the CRM with your website, Facebook page, or any other
digital marketing channel you might be using.
Landing Pages
First Click on Settings
Next click on the Landing page
Landing
Pages
Click on the Create Landing Page
Select a Template to start from
Header Tab
Name you landing page and click "Create & Start Editing"
Landing Page Designer
1. Preview Tab is where you preview the Landing page, Click the Arrow to see It in Full Page view
The Form section is where you add different fields to your Landing Page.
Actions Tab
The Actions tab is where you can define what the system does to a contact after the form is submitted. You can
see that their are a couple of actions that can be taken: You can Set Catergorys's, Sources, and notes, Etc.
Thank You...what happens after they hit submit
1. You can display a thank you message. This can include images, videos or anything else you would show on a
webpage.
2. Send to Another Webpage. If you have a thank you page already on your funeral home/cemetery's website then
just paste that in the field.
3. Send to Another Landing Page. If you would like to create a multi-step form, you can do it with this option.
Advanced Tab
These are some advanced options you can select, such as changing the title of the page that shows up to the visitor,
Importing Contacts
Getting Your Excel File Ready To Import
FuneralDecisionsCRM
FuneralDecisionsCRM allows you to import files from other systems easily via CSV files, which are excel file saved in
the CSV format. This shows you how to get your excel spreadsheet ready to go.
Your Excel File...
There are a couple of things to keep in mind before importing a list of contacts in the CRM system.
1. The first row needs to be the column headings. There cannot be any empty rows above this first row or in
between records.
2. Names need to be split into First Name and Last Name columns. The system will not import names correctly if
the first and last name are in the same cell.
3. Address, City, State, and Zip need to all be in different columns. Files that have city, state and zip in the same cell
will not import correctly.
Saving as a CSV file...
Saving as a CSV file...
Depending on what version of Excel you have the process may be slightly different...
Click on "Office Button" (Upper left hand corner)
Go to "Save As" and select "Other Formats"
1. Select the folder where you wish to save the file.
2. Type a new file name or leave as is.
3. Click on the "Save as type:" dropdown menu.
Select the "CSV (Comma delimited) " item
Click on "Save" button
Import Contacts In Bulk
FuneralDecisionsCRM
With FuneralDecisionsCRM it is easy to import contacts from another database or that are in an excel spreadsheet. It
is important to note that the file must be saved as a CSV file.
Import Contacts
Click on the "Import Contacts" button on the "Home" screen or from the "Settings" menu.
1. Check "Enable import of Categories, Source, and Flags."
(
If all of your contacts are the same status and from the
same source you can use the drop down menus, otherwise check this box and ignore the drop downs).
2. Check "Allow duplicate records to be imported for this imported file"
Click the "Browse" button to select your CSV file
Select your file and click "Open"
Then click "Next"
Mapping Data
Mapping Data
FuneralDecisionsCRM will automatically try to map the fields in your CSV file to fields in the system...however this
does not always work. When the system does not know what a field in the CSV file is, then it will show up as "Skip
this field" in the drop down. To make sure it gets imported correctly, click on the drop down and select the field in
FuneralDecisionsCRM that matches up with the field in the CSV file.
Then scroll down and click "Run Import"
After you import the contacts, you will see if there were any issues with the import. You also have the ability to send
those contacts to Work Group to bulk add to-dos, notes, or anything else.
Re-Assigning Leads (Administrators
Level Users)
Re-Assign A Single Contact
FuneralDecisionsCRM
When you need to re-assign a contact from one counselor (or your own database) to another counselor.
To Re-Assign a Single Contact
1. Go to the contact record. You will see who it is currently assigned too.
2. Click on the "Edit Contact" button, which is located above the "Assigned To:" label.
Once you are in the contact Editor, you will find a drop down directly above the First and Last name of the contact
called "Team Database". Simply click on that drop down menu and select the new counselor the lead should be
assigned too.
Shows current
counselor
Click on "Save". The lead is now moved to the new counselor's database.
Re-Assign Multiple Contacts
FuneralDecisionsCRM
Easily re-assign leads in bulk. In this example, we will move leads from one counselor to another. In order to move a
more specific group...ie people in a certain status, source or any combination of any criteria, refer to the section on
filtering contacts.
To Move Leads From One Counselor To Another
From the Home Screen...Click on "List Contacts"
Click on the "Team Database" drop down and select the counselor who has the leads you want to re-assign from.
You will now be looking at their leads. Click on " Send Results toWork Group".
NOTE: If you have contacts already in Work Group, the system will ask you if you want to create a new
group or combine with the existing. You will want to select "Create New Group".
Once in the WorkGroup menu, click on the "Group Edit" button located under the "Utilities" section.
Under the "Team Databases" column, you will want to select the radio button next to "Change to...". You will then
select the counselor where the leads should be re-assigned to.
1. Click on "Apply Changes"
2. You will then be given an additional confirmation box. Click on "Yes, Confirm Group Edit". The leads are now
moved.
User Management (Administrator
Level Users)
Adding New Users
FuneralDecisionsCRM
Administrators have the ability add and delete users.
Click on "Settings"
Click on "Account Settings..."
1. Click on "Team Settings"
2. Click on " Add Team Member "
Click the "Yes, I Understand" button
1. Enter the counselor's name, initials and email address to be used for logging in
(
this can be a completely arbitrary
email if needs be)
2. Click "Next"
User Type...
Select the user type for the new user by clicking the "Select" button next to the user type. In a typical situation you'll
only be choosing "Administrator" for those you wish to have full access to all leads or "Independent User" for those
users who should only see their own leads. If you have questions about the other types, please call us.
Now click the "Yes, Choose a Password"
Enter the desired password and click "Save New Team Member"
Permissions
Permissions
You can toggle specific permissions if needed for this user. We recommend keeping everything on, however there
might be situations where you might want to turn off the ability to delete contacts and To-Dos.
Then click "Save"
Deleting Users
FuneralDecisionsCRM
Delete an existing user
Click on "Settings"
Click on "Account Settings..."
Click on "Team Settings"
Click on the user's name you wish to delete
Click on "Delete"
Check the "I understand the ramifications..." box and then click the "Ok, Cancel Team Member and Re-assign Data"
System Automation
(Administrator/Power User Level
Users)
What Is System Automation
FuneralDecisionsCRM
Get the system to do work for you.
In General...
FuneralDecisionsCRM offers a level of automation that enables you to off
-
load some of the work to the system. This
automation is primarily around using emails. The first is AutoFlows, which allows any number of things to happen
to a contact either through a manual launch of the AutoFlow or when someone clicks a link on an email. It can
change status, add a flag, send new emails, turn off autoresponders, etc.
The second is the Autoresponder capability. The name of this is a little misleading, as its purpose isn't to
automatically respond to someone like an "out of office" message does...although it can. The primary function is to
automatically send out a series of prewritten emails in predetermined intervals automatically. A perfect example is
an Aftercare/Grief follow up email series that goes out every week for an entire year. That's 52 emails, one every
week.
Create Autoresponder Campaigns
FuneralDecisionsCRM
First we will cover Autoresponders. In order to use an autoresponder, you need to have an email or series of emails
prewritten and stored in the Email Templates.
If you do not have your email or emails written, please do that first.
Click on "Autoresponders" from the "Home" screen.
...you can also click "Settings" and access it via the settings menu.
Click on " Add Autoresponder"
1. Type in the name of your Autoresponder campaign
2. Click on "Save"
Click on "Add a Step"
1. Select what the initial delay should be. If you put "0" days it will go out the day you assign the autoreponder.
2. Select the email template that needs to go out. If you do not do this, your autoresponder will NOT work.
3. Click Save.
To add the second email, click "Add a Step"
1. Select the interval for the next email. NOTE: The interval is from when the autoresponder is first turned on for a
contact and not from the previous email. So for example, if you have 7 emails that should go out every day, you
would not put "1 Days" down for the schedule for all seven emails. You would put 1 down for the first, 2 down for
the second, 3 down for the third, and so on. Just remember, the interval is NOT from the previous email sent, it is
from the date the autoresponder is initially turned on.
2. Select the email template.
3. Click Save.
Repeat the steps as needed...
Completion Assistant...
The "Completion Assistant" allows the system to turn on another autoresponder, assign a to
-
do plan, change the
category, add a note, send a notification email to you, or add flags to the contact once the entire series has been
sent out. To enable this, click on the "Completion Assistant" link below the "Add a Step" button.
Select what you would like the "Completion Assistant" to do and click the "Save" button.
To Turn On an Autoresponder for a Contact
Go into the contact record you wish to have on a campaign and click on the "Autoresponders" tab
From the drop down menu, select the campaign you wish to run for the contact.
...and that's it!
Launch An Autoresponder Campaign
FuneralDecisionsCRM
Launch an autoresponder
To Turn On an Autoresponder for a Single Contact
Go into the contact record you wish to have on a campaign and click on the "Autoresponders" tab
From the drop down menu, select the campaign you wish to run for the contact.
...and that's it!
Put a Group of Contacts on a Campaign
1. Filter your contacts as needed (see tutorial on filtering if needed) and add to ClientTouch
2. Click on "Autoresponder Campaigns"
Then select the campaign name from the drop down (or likewise, remove them from a campaign) and click "Apply".
What is an AutoFlow
FuneralDecisionsCRM
AutoFlows are a great way to maximize system resources and automation tools.
About AutoFlows...
AutoFlows are a portion of system automation that enables a series of actions to be applied to a contact or a group
of contacts via a manual launch or from a link click on an email (see intelligent links).
What Can AutoFlows Do?
What Can AutoFlows Do?
When you are adding a step to an AutoFlow you can do any of the following to a contact plus more:
1. Assign a specific flag
2. Remove a specific flag
3. Remove all flags
4. Change the Source
5. Change the Category
6. Change the Status (via Category 2)
7. Assign a specific Autoresponder
8. Stop a specific Autoresponder
9. Stop all Autoresponders
10. Assign a specific To-Do Plan
11. Cancel a specific To-Do Plan
12. Cancel all To-Do Plans
13. Assign a single one-time To-Do
14. Send an Email (from your template library) to the contact
15. Send an email notification to yourself or someone else.
16. Set the contact's Opt-In status
17. Add a Note to the contact record
18. Pause or delay before the next step by minutes, hours, days or weeks
19. Stop other AutoFlows
Building an AutoFlow
FuneralDecisionsCRM
Build automation into your system
Click on "Settings"
Click on "AutoFlows"
Click on " Add AutoFlow"
Enter the name of your AutoFlow and then click "Save".
Click on the first action that you would like to be applied to the contact when the AutoFlow is run
(
either manually
or via Intelligent Link...this example will be for an Intelligent Link).
Once your first action is added, click "Add Step" to add another action.
Click on the next action you would like...
Continue adding steps until your AutoFlow is complete.
Once your AutoFlow is complete click the "Back to List" link.
You can now launch your AutoFlow with an Intelligent Link or manually.
Use Intelligent Links and AutoFlows
FuneralDecisionsCRM
Intelligent links are a great way to use AutoFlows in the system via link clicks in an email. Say for instance that you
want to be alerted the second a person clicks on the link to the GPL that you sent them and flags them as being a
'hot lead'. This is what intelligent links do by launching a predefined AutoFlow.
Add an Intelligent Link to your template...
Add an Intelligent Link to your template...
1. Write (or edit an existing) template
2. Highlight the text where the link is going to be
3. Click on the "Insert/Edit Link" button...it looks like a chain link.
Paste in the URL to the file (make sure you include the "http://")
Click OK
Click the "Apply" button
Now click on the "Intelligent Links..." button. Please note you need to click the "Apply" button before you can do this
step.
Then click "Add Intelligent Link"
1. Select the link in your email that you want to turn into your "Intelligent Link". In this case, it's the link to the GPL
document.
2. Select the AutoFlow (see the section on AutoFlows for more information about this)
3. Click "Save"
You will now see your Intelligent link show up...you can also add another one
(
if you have more than one link in
your email) or clear them. Otherwise click "Close"
You will now see the number of Intelligent Links applied to this template. Click "Save".
You will now see a 'link' icon in the template library next to any template that has Intelligent Links.
Launch AutoFlow Manually
FuneralDecisionsCRM
Run an AutoFlow Manually
To Launch an AutoFlow Manually...
From the contact record, click on the Run Autoflow Button
Or select it from the drop down.
Click "Apply" next to the AutoFlow you wish to run
FuneralDecisionsCRM Mobile
Adding FuneralDecisionsCRM To Your
Phone
FuneralDecisionsCRM
FuneralDecisionsCRM works great on your Android, iPhone or Windows based smartphone. In this example we'll
add it to an iPhone but the process is pretty much identical on Android.
Keep in mind that our app is a "Web App", which means there is nothing to download from the App Store and
allows us to keep the mobile experience between Android and iPhone identical.
Open Your Browser
Open Your Browser
If you're on an iPhone open up Safari, if you use Android then open up whichever browser you typically use.
3:42 PM
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a s d f g h
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space
Type "m.funeraldecisionscrm.com" in the URL/Search Bar. Typically when you are on you computer you type,
'www.funeraldecisionscrm.com'...for the mobile site you will simply type 'm' instead of 'www'.
You will now see a login screen. On the bottom of the screen you will see some browser options. Press on icon of
what looks like a box with an arrow coming out if it.
This will then bring up a menu (Android's menu is similar). Press the "Add to Home Screen" button.
Type in a name for the web app such as "CRM" or "FDCRM"
You will now see the icon show up on your screen just like any other app you download.
Mobile App Overview
FuneralDecisionsCRM
Using the mobile app on your phone
Home Page Overview
1. Hamburger Menu - brings up additional options
2. Home button - pressing here will take you to the home screen from most pages
3. Contacts - takes you to a screen where you can browse contacts alphabetically
4. Quick Add
-
enter basic information about a person and add to your database
(
First name, last name, contact info,
status, source, and category)
5. To-Dos - see your To-Dos and filter by when they are due
6. Calendar - see all appointments 60 days out and add new ones
7. Recent Contacts - your most recently accessed contacts, whether they were on the mobile app or you computer
Quick Add
Quick Add
Quick Add gives you an easy and convenient way to quickly add contacts to your database on your phone. Simply
press the "Quick Add" button on the home screen. Here you can add a person's name and contact information,
along with a source, category, status and brief note. Press "Save Contact" at the bottom of the page when
completed.
Contact Screen Overview
Contact Screen Overview
When you go into a contact, this is the screen you
will be presented with. It is a fairly simple screen with
only the most important things available.
1. Contact's Name
2. Contact's Phone Number
-
this is a press
-
able
link and will dial the person's number without you
needing to remember it or copy and paste it.If
marked as a cell phone you can also click the message
link to send a text message
3. Contact's Email Address
-
also a press
-
able
link. This will send an email through your phone's
email account however. If you wish to send through
FuneralDecisionsC RM, you will need to press the
"Open Contact On Full Site" link at the bottom of the
screen
4. Contact's Address
-
another press
-
able link.
This will integrate with your phone's mapping system
and give you turn by turn directions to the contact's
house.
5. Source, Status, Category and Brief Note
Neat Trick - Add a Note Using Dictation
Hitting the down arrow brings up additional
options
1.Contact Card
2. Notes section
3.To Do's for contact and to schedule a to do for the
contact
4. flags to add
5. Attachments
6. Appointment for contacts and to schedule
appointments
7. Start an auto-flow
8. Delete contact ( only if admin user)
9.View full site
10. Click this icon to edit the contact
Neat Trick - Add a Note Using Dictation
FuneralDecisionsCRM
So you can't type on your computer...or you're on your phone a lot and can't type that quickly...and you just got off
the phone with someone and have a long note to make on their record. Don't worry...Voice
-
to
-
Text works great on
our web app! Voice-to-Text is found on almost every new smartphone and operating system available.
We show you with an iPhone.
From the contact's record, press the "Notes" button
Then press the "Add Note" button
Press inside of the text box to bring up your keyboard. Now press the microphone button. On the iPhone
(
and iPad
)
it is directly next to the space bar. On Android phones it could be in a couple of different locations, including next to
the spacebar.
Now speak into your phone. Once you've made your note and have checked to make sure the phone has registered
your note correctly, press the "Save Note" button.
You will now see your note show up at the top of screen, above older notes.
And It's On Your Computer Too...
If you go to your computer, you'll see that the note is there as well.
Reduced Capability User
Overview
FuneralDecisionsCRM
FuneralDecisionsCRM offers two types of user profiles. The Full Featured User, who needs all of the capabilities of
the system and the Reduced Capability User. The Reduced Capability User typically only needs to be able to view
contacts in the database and make some minor edits or add Notes and To
-
Dos for sales and other full featured
users.
Logging In...
1. Go to "http://crmuser.funeraldecisionscrm.com". Please note there is no 'www' on this URL.
2. Enter your user name and password and click "Log In"
The Main Page
The main page is setup to be extremely straight forward. There is only one main thing to do here and that is to
search for a contact. You will also see a link below that says "Add New Contact"
(
in most cases
)
...this will allow you
to add a new contact to the system.
Type in the person's name you are searching for and click "Search"
Contacts List
Contacts List
You will then be taken to the list of contacts that matched your search
(
especially if you only type in a first or last
name
)
. This screen will show you the CRM system ID for the contact, which counselor they are assigned too, their
full name and email address.
To access their contact record, click on their name.
The Contact Record
The contact page shows all of the information available in the full featured CRM system.
1. Contact Name
2. Assigned Counselor
3. Source
4. Flags
5. Status and Category
6. Address, Phone number and Email
6. Address, Phone number and Email
7. Date Added
8. Available Actions (See Available Actions)
9. Custom Fields
The Contact Record (...continued)
1. Contact Notes
2. To-Dos assigned
Available Actions
FuneralDecisionsCRM
Each Reduced Capability User has different actions available to them, you'll see yours in the contact record, under
the "Actions" button.
Your options will vary based on what capabilities you have as a user.
1. Edit Contact - edit the contact's information (name, address, phone, custom fields)
2. Add Contact Note - add a note to the contact.
3. Edit Flags - remove or add new flags
4. Edit Categories - change the status and category
5. Assign To Do Plan - assign a predefined To-Do Plan to the counselor
6. Add To Do - assign a single To Do item to the counselor
7. Run Action Set - run a predefined automation task (See System Automation)