Set up your Customer Support email

In order to access Tickets, go to Packages > Sales Automation > Tickets. A new Unit Action Tab appears with the name Tickets in the Active Units Bar.

1. Click on the Actions button and select Settings to start email set up.
2. A pop-up window appears, where you should fill in the following details:
   • In the Basic tab complete Add/remove supporter(s):  user(s) and group(s) that will have access in every Process of type Ticket that is created.
   • Category: Select the Process Category you have created upon this specific occasion through Lists.
   • Notification type: Choose in which way supporter(s) will be notified upon a new Ticket creation. The options are Notification, but you may add Email and SMS, too.
   • Ticketing Email: This is the field, where you should put the email your company is using to track customer tickets.
   • Then, write an auto-reply Message when a ticket is received and a Message when a ticket turns completed.
   • Email Settings: Fill in your email Display Name, SMTP Host and Port details, SMPT user (the email), SMTP Password and check whether TLS is required.
   • Click on Test email settings in order to check that connection has been established.
     • It is very important to establish a successful connection with your Customer Support email. In case, you experience any Issue, get advice from your System Administrator or contact us directly.
   • SMS Settings: In case you want to receive SMS upon each Ticket arrival, you should add these details, too. Fill in Display Name, SMS Gateway, User and Password.
   • If you have selected SMS as Notification type in the Basic tab, you have to fill-in the SMS Configuration tab.
   • Finally, click on Save.

Handle a Ticket

As the email is connected with the Ticketing system, every time someone is sending an inquiry, a new Ticket is automatically created and displayed in the Tickets general view with a unique ticket number on its name and the recipient(s) are also notified through Email/SMS/Comidor Notification in Notifications Bar. Tickets are also Processes that have the pre-selected type of Ticket.

In order to access Tickets, go to Packages > Sales Automation > Tickets, or click on the Notification that has arrived.

A new Unit Action Tab appears with the name Tickets in the Active Units Bar and provided that you have chosen to enter that record, you will be able to see its details in the General Summary tab.

Respond to a Ticket

1. On Ticket’s General Summary tab, click on Show conversation button to reply back. You have to Connect the email account on your Comidor in order to proceed.
   • A pop-up window opens, where you can see the first actual message of the Ticket sender.
2. Start writing your message in the HTML Editor and click on Send to reply promptly.

Edit Ticket

1. You can Edit Ticket by clicking on the Pencil button and change its details. E.g. Assign it in a different user or group to handle.
   • Process Type: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
   • Assigned to: Click on Assigned to field in order to see Comidor Users and Groups. You can assign this process in as many as people or groups you wish. This means that people you will select here, are those who will be responsible upon process completion.
   • Select Priority (Low, Normal, High, Top) of the Ticket.
   • Scheduled Start and End Dates and Times of the Process of type Ticket are pre-set. Click on the check box to set this process start running automatically.
   • Moreover, you can Link this Issue with a related Account and a Workflow.
   • The state will be stated automatically as Running when the Ticket arrives. You may change it to Completed, Canceled, Paused or Failed.
   • Start and End Dates & Times are the execution actual start and end dates and times. They will be displayed when the process starts and is completed.
   • Completed (%) is the percentage of process completion, which process holders add and manage manually.
   • You may want to add Location Details, such us Country, Address and City information.
   • Category: which is the 2^nd categorization of Tickets.
   • Responsible Group: The group who will have the accountability of this process.
   • Select Importance (Normal, High, Top)
   • When Region code is set up in Regional Settings, suggested calculated hours give the timeframe of the working hours between scheduled start and end, excluding public holidays, etc.
   • You can also link the Ticket with either a Parent process, a Contact, personnel or a Service.
   • Estimated workload, is the actual Issue duration, in hours.
2. You can read the First original message the sender sent.
3. Set users that will be Administrators and Ticket’s Supervisor. Practically, this means that these users will have access on this Process, even if you have not added them in the Basic Info above.
4. Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Process.
5. Additional access: People or/and Groups that should have access to this process, without being necessary to act upon it.
6. Change rights: People or/and Groups that could edit this process details in the future. “Everyone” is the default choice. This means that Everyone who has access to this Process will have the right to modify it.
7. Finally, click on Save to save the process, on Save and notify when you need to save but also send a Notification message to appropriate people or cancel to cancel the procedure.
8. You can Delete a ticket by clicking on the Actions button and select Delete.

Monitor Ticket

1. Check Average Handling Time to see how many minutes you have spent from when Ticket arrived until its completion. This is calculated counting the minutes have been passed until the 1^st reply to the Ticket sender, then, provided that he is replying back, the counter continues to measure the time it takes you to reply back again for the 2^nd time and so on.
2. Change Ticket state simply by clicking on the state button on the top right. Then select the state of the process.
   • Select either Confirmed or Scheduled in order to verify and schedule respectively the Ticket that is about to start. A new pop-up window appears, where you can now set a different start time and date or take as granted the suggested time and date. Click on Save.
   • Select Opened and schedule when the ticket is about to start.
   • Select Running and a new window appears, where user can set the execution time and then, the Ticket state will change.
   • Select Paused in order to pause a Ticket for some time. A new pop-up window appears and the user can see the update in execution information.
   • Click on Completed to set a Ticket as complete. Update start and end dates and times, duration (suggestion of tracked or computed duration are available) and quantity and click on Save. See the update in Ticket execution information.
3. Click on Notifications at the side-box to see all the notifications regarding this specific Ticket, who received them at which date and time.
4. Click on Workflow Tasks and Related Tasks at the side-box to see all the tasks that are related to this ticket.
5. Click on Attachments to add any attachments related to the ticket.
6. Click on Tags and Links in the Actions tab in order to Give a tag on this Ticket and Link it with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.
7. Click the Delete button in the Actions tab to delete the ticket.

Add Tasks in a Ticket
Tasks setting is necessary in order to allocate work in multiple people and groups. Create a Task by clicking on the ‘+’ at the side-box of the Ticket.

A new form opens. You can create multiple Tasks, enter and monitor them from this point.

Discuss upon a Ticket

Users that have the right to view a Ticket (Users and Users in Groups that you have selected in the fields of a Process: Assigned to, Supervised by, Additional access, Administrator, Administrator 2 and Supervisor) can also read any discussion that occurs inside that Ticket in Notes.

They can click on Refresh to see new comments; click on Show More or Show Less to see the number of comments they wish. Also, they can write a note and click on Comment to see it added.

Only people and people in groups that you have added in “Send Notification to” field receive notifications

Multiple Ticket actions

In order to access Tickets, go to:

1. Packages > Sales Automation > Tickets. A new Unit Action Tab appears with the name Tickets in the Active Units Bar.

2. Multi-check Tickets and click on Delete.
   • Make sure prior to this action that you are viewing the searched or filtered or all Tickets after you have sorted and/or grouped them by the way you wish. Check Data Management options for more information about all these below.
3. At last, you can quickly add tags to multiple tickets. Simply multi-check the Tickets you want and press Tag.

The post Tickets appeared first on Comidor Low-code Automation Platform.

The post Leads appeared first on Comidor Low-code Automation Platform.

• Opportunities can be monitored through Workbench when selecting Opportunity as the Process type.
• Repetitive processes can be created, re-used, and monitored from Process Templates.
• There is an Opportunity specific Timesheet, where you can see Tasks per Opportunity in one picture.
• Notify yourselves or your team of a specific action upon a process with Notification Scenarios.

Create an Opportunity

In order to access Opportunities, go to:

1. Packages Icon > Sales Automation > Opportunities. A new Unit Action Tab appears with the name Opportunities.
2. Start with creating a new Opportunity by clicking on the ‘+’ icon. A new form appears.
3. Afterward, fill in the Title and the Basic Info of the Opportunity.
   • Process Type: Search for a Process type and select it or add a new one.
   • Assigned to: Click on the Assigned to field in order to see Comidor Users and Groups. You can assign this Opportunity to as many people or groups as you wish. This means that the people selected here are responsible for Opportunity tracking and completion.
   • Select the Priority of the Opportunity between Low, Normal, High, or Top.
   • Set Scheduled Start and End Dates and Times of the Opportunity.
   • Connect this Opportunity with a related Account and Workflow. 
   • Set a Success Possibility percentage of this Opportunity turning to a Closed Sale.
4. Continue with any Additional Info:
   • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
   • Responsible Group: Select the group that will have the accountability of this Opportunity.
   • Select the Importance (Normal, High, Top) of the Opportunity.
   • When Region Code is set up in Regional Settings, suggested calculated hours give the timeframe of the working hours between scheduled start and end, excluding public holidays, etc.
   • Every Opportunity may have its core relations. So, you can Link this Opportunity with a related Contact, Parent Process, Personnel, and a Service. Type some indicative letters to find an entity.
   • Sales agents can also define the Last Contact Date, to help with the opportunity management process.
     
5. Furthermore, extra Permissions/Notifications can be set for an Opportunity.
   • Send notification to: Fill in Comidor Users and Groups that you wish to receive a notification when someone comments on this Opportunity. Some ready-to-use Process-based options are also available (Creator, Assignees – people added in the field “Assigned to”, Responsible Group – Org. Chart group selected in field “Responsible Group”, Personnel – related Personnel selected)
   • Click on the checkbox in case you wish to inform the Process Administrator upon task completion.
   • Additional access: People and/or groups that should have access to this Opportunity, without being necessarily requested to act upon it.
   • Change rights: People and/or Groups that could edit this Opportunity’s details. “Everyone” is chosen by default. This means that Everyone who has access to this Opportunity will have the right to modify it.
   • Click on the checkbox to set this Opportunity to execute automatically on the Scheduled Start and End Dates and Times.
6. You may want to add Location details, such as Country, City, and Address information.
7. Then, complete the Opportunity Description.
8. The execution field will be later filled once the process starts. In case the process has already started, make sure you will complete the status fields as well.
   • The Stage is by default on the Approach phase. Choose the correct current stage, if needed (Prospecting, Investigation, Presentation, Proposal, Evaluation, Review, Negotiation, Qualification, Closed Won, Closed Lost, Paused).
   • Completed (%) is the percentage of Opportunity completion and should be added and managed manually by the Opportunity holders.
   • The State will be started automatically as Created once the Opportunity is created. You may change this later as Scheduled, Running, Completed, Canceled, Paused, or Failed. Opportunity State will be changed automatically to Running, provided that you had checked the Start automatically field at the bottom right.
   • Start and End Dates and Times are the execution actual start and end dates and times. They will be displayed once the Opportunity starts and once it is completed.
   • Complete the date on which the Opportunity has been Closed.
9. In the Performance section, the Estimated Workload, is the expected number of hours to be spent in this Opportunity, i.e. the Opportunity duration in hours. Provided that a “Region Code” is selected for the Opportunity, a calculated duration based on the date range and any public holidays included will be provided. You can also add an Objective (KPI), to measure e.g. Sales, Hours spent per Person, etc.
10. As per the Financial information:
    • Select the Billing Currency for this Opportunity.
    • Target Revenue is the expected turnover that the company will earn upon this successful Opportunity. When the deal is closed, you may add the Contract and Contract Value.
11. Set which users will be Administrators and the Supervisor. Practically, this means that these users will have access to this Opportunity, even if you did not add them to the Basic Info above.
12. Finally, click on Save to save the Opportunity, on Save and New to save it and create a new one, on Save and Notify when you need to save but also send a  Notification message to certain people or Cancel to cancel the entire procedure.

Edit an Opportunity

In order to access Opportunities, go to:

1. Packages Icon > Sales Automation > Opportunities.
   • After creating the Opportunity, you can edit and monitor it through Processes, Process Overview, and Workbench units, too.
2. Click on an Opportunity from the list view in order to enter and manage it.
3. Click on the pencil button to edit the Opportunity details.
   • Apply any changes in the fields. Press Save or Save and Notify depending on whether you would like simply to save or send a Notification message as well while applying changes.
     • Edit button only appears to people that are added in the Change Rights field of an Opportunity while it was being created.

Monitor an Opportunity

1. Click on the Actions button to open the list of actions.
   • At any time you may Refresh the page.
   • Select Delete to delete this Opportunity.
   • Click on Print whether you need to print this Opportunity view. A new tab opens in the web browser. Click on Ctrl+P to Print. (Differences may apply in different browsers)
   • Click on Link with in order to Link this Opportunity with any Comidor entity (process, account, contact, project, opportunity, etc.). A pop-up window appears.
   • Click on Notify in order to Notify a user or group of users regarding this Opportunity.
   • If you wish to make an exact copy of this Opportunity, just click on Duplicate. In the pop-up window that appears, you may adjust the Title, Date, Account, and select whether Sub-processes and Tasks should be copied, too.
   • Choose Schedule Notification to set a new Reminder for a specific user about this Opportunity. A pop-up window appears where you can decide on the time the notification should be sent:
     • • On Process Completion or On Process time.
       • When an Opportunity is a Number of Days/ Number of Hours/Number of Minutes delayed.
       • Or a specific Number of Days/ Number of Hours/Number of Minutes before the Process.
     • Now, you can select the user you want to send the reminder to. The reminder will arrive in their Notifications Bar.
     • Check the boxes Email and/or SMS, if you wish to notify a user via email and/or SMS.
     • Finally, click Save to send the notification or Cancel to go back to the View Form or close the window (X).
       • Users can view the already set Reminders through the side box of the Opportunity in the Notifications section. Selecting a Reminder, you can choose to Delete it.
   • Print notes added on the discussion board of this Opportunity. Pop-up appears prompting you to select a timeframe of notes to report you are about to see/print.
   • Make a copy in process Scheduling will copies this Opportunity in Process Scheduling unit, in order for you to be able to re-schedule it for the near future with repetition.
2. Change Opportunity state simply by clicking on the state button on the top right. Then select the state of the Opportunity among Opened, Confirmed, Scheduled, Running, Completed, Cancelled, Paused or Failed.
3. Click on Sub-processes at the side-box, in order to see all the processes that the main Opportunity includes.
   • You can easily create a new sub-process, by clicking on the ‘+’ icon. A new window appears where you can fill in all the required fields. Click Save to proceed or Cancel to discard the changes you have made.
4. From this point, users can also track Competitors that are dedicated to this Opportunity. Click on the ‘+’ icon to add a new Competitor and on ‘-‘ icon to delete it. Search for the Product/Competitive Product, link it with an Account, add some Description, the Proposal amount, and select the Result status.
5. Click on the Form Answers to see all responses or complete a new response in a Survey that has been created and is related to all contacts.
   • Firstly, click on the “New” button and a new window opens.
   • You have to search for and find that Survey entity, choose Editor from the users, and the access rights of the response.
   • Then, select among Saving, Saving and creation of new response, Saving and Notifying. Alternatively, press Cancel to go back to the Opportunity entity.

Add Tasks & Files in an Opportunity

Tasks setting is necessary to schedule work that should be performed by multiple people and groups. Add a quick Task by clicking on the ‘+’ icon at the top of the Opportunity, while being in the Related Tasks tab.

A new form opens up. At this point, you can create multiple Tasks, enter and monitor them from this point. Click on the refresh button, in order to instantly see all new-added tasks in the form.

Also, you can easily upload related files either with drag-and-drop or with a File URL attachment. Click on an already uploaded file to Open it, Rename it or Delete it. Download and preview options of current and previous versions are available.

Discuss an opportunity

Users that have the right to view an Opportunity can also read any discussion that occurs inside that Process in Notes.

They can click on Refresh to see new comments, on Show More or Show Less to see the number of comments. Also, they can write a note and click on Comment to see it added.

Only individual users and groups that are added in the “Send Notification to” field receive notifications in the Notifications Bar about these comments.

Massive Opportunities Actions

1. In order to access Opportunities, go to Packages Icon > Sales Automation > Opportunities.
2. Then, in the List view of Opportunities, check multiple entries, and perform actions upon them.
   • Select multiple Opportunities and click on Delete to delete many Opportunities in one move. A check message appears in a pop-up window prompting you to be specific and check which Opportunities (and their sub-processes) you would like to delete. Choose between “Yes, delete all”, “Yes, but just those selected”, “No”.
   • Click on Link with to Link the Opportunities with a Comidor entity, such as another Process, Issues, Survey, Project, Account, Contact, Message, File, etc.. Alternatively, select Tag to apply multiple tags at once.
   • Select Print notes added on the discussion board of these Opportunities. A pop-up window appears prompting you to select a timeframe of the notes you would like to see/print.
   • You can also select multiple Opportunities and click on Change state. A new pop-up window appears. Click to expand the list, select one state, and click on Ok. Changes will occur.
   • Select multiple Opportunities from the list and click on the Change category. A new pop-up window appears. Click to expand the list, select one business category, and click on Ok. Changes will occur.
   • Click on Tag to add a new tag to the opportunity.
   • Finally, select option Make a copy in process scheduling?, to copy these Opportunities and transfer them to the Process Scheduling unit, where you can set a repetition for them.

Measure Tools

1. Click on the Actions button on Opportunities to find out Measure tools.
   • Select between Export or Print buttons, in order to export or print the list of the Opportunities that you are viewing at that moment or all of them. Make sure prior to this action that you are viewing the searched or filtered or all processes after you have sorted and/or grouped them in the way you wish.
   • Click on Comparison, in order to compare Successful and Failed Opportunities per user and per year. Check the results.
   • Click on Funnel to see the Opportunities’ Stages funnel with the expected income sums.
   • Otherwise, choose Won/Lost to see a pipeline of all the Won and Lost Opportunities per year and per user.
   • Click on Competition to see a pie chart of the market share per product.
   • Finally, you can press Reports to print or export an Opportunity Report with specific filters.
     • Choose the Opportunity Report type (Opportunities per Account or per User).
     • Select any filters you wish (Opportunity, Account, and User filters are available) and click on Apply for each section.
     • Then, click on the Refresh icon next to each type of report to apply the filters.
     • Choose either Content or Graph tabs to see the results.
     • You can also Print or Export these Reports.

The post Opportunities appeared first on Comidor Low-code Automation Platform.

• Campaigns can be monitored through the Dashboard and Process Dashboard.
• Repetitive Campaigns processes can be created, re-used and monitored from Process Templates.
• There is a Process Timesheet specifically for Processes, where you can see Tasks per each Process of type Campaign in one picture.
• Notify yourselves or your team of a specific action upon a process of type Campaign with Notification Scenarios by selecting the Process category you use for your Campaigns.

Create a Campaign Template

In order to access Campaign Templates, go to Packages > Sales Automation > Campaign Templates. A new Unit Action Tab appears with the name Campaign Templates in the Active Units Bar.

1. Start with creating a new Campaign Template by clicking on the “+” button. A new form appears.
   • Put the Campaign Template Title, its Type (Email, SMS, Letter), the Campaign Template Category and then write your Content in a Rich text editor.
   • Provided that you clicked on Open editor button, a pop-up window appears. Use all features that the HTML editor has to offer. Click Ok to save it.
   • Convert to Text button will ask you to transform your customized format into simple text.
   • Press View in editor to see again the Campaign Template content.
   • Click on the left arrow to go back in Campaign Templates or proceed on Save buttons.
2. Finally, click on Save to save the Campaign Template, Save and New to save it and then create a new one, or Cancel to exit the Campaign Template creation form.

Manage Campaign Templates

In order to access Campaign Templates, go to:

1. Packages > Sales Automation > Campaign Templates. A new Unit Action Tab appears with the name Campaign Templates in the Active Units Bar.
2. All Campaign Templates are displayed in a ListView. Navigate to other views, sort or filter the Campaign Templates in order to find the one you wish.
   • Check Data Management options for more information about all these.
3. Click on Campaign Template from the list to enter and view or edit it. Click on the pencil button to edit the Campaign Template.
   • Then, you can edit any field as you have done while Creating a Campaign Template.
4. Check multiple Campaign Templates from the list in order to Delete.

Create a Campaign

1. In order to access Campaigns, go to Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.
2. Create a Campaign by clicking on the sign in the Unit Title Bar. A new form appears.
3. Fill in the Title of the Process and the Basic Info of the Process of type Campaign.
   • Code: The system will give automatically a code to the new entry.
   • Process Type: Search for a Process type and select it or add a new one.
   • Assigned to: Click on Assigned to field in order to see Comidor Users and Groups. You can assign this Campaign in as many as people or groups you wish. This means that people you will select here, are those who will be responsible upon Campaign tracking and completion.
   • Select the Priority of the Campaign between Low, Normal, High or Top.
   • Set Scheduled Start and End Dates and Times of the Campaign.
   • Then, connect this Campaign with a related Account and Workflow. 
4. Complete Campaign details, such as:
   • Type: Search for a Campaign Type and select it or add a new one. See how to add  Categories in Data Management.
   • Media: Search for a Campaign Media channels and select it or add a new one.
   • Recipients: Select one of the public Filters you have saved from Contacts, Accounts, Leads lists and see the Number of recipients.
5. Complete Campaign Description.
6. Execution field will be later filled when the process will start. In case, that the process has already started, make sure you will complete these fields as well.
   • Start and End Dates & Times are the execution actual start and end dates and times. They will be displayed when the Campaign starts and is completed.
   • The state will be stated automatically as Created when the Campaign will be created. You may change this later as Scheduled, Running, Running, Completed, Canceled, Paused or Failed. Campaign State will be changed to Running automatically, provided that you had check Start automatically field at the bottom right.
   • Completed (%) is the percentage of Campaign completion and should be added and managed manually by the Campaign holders.
7. You may want to add Location Details, such us Country, Address and City information.
8. Furthermore, fill in the Additional Info:
   • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
   • Responsible Group: Select the group who will have the accountability of this Campaign.
   • Select the Importance (Normal, High, Top) of the Campaign.
   • When the Region code is set up in Regional Settings, suggested calculated hours give the timeframe of the working hours between scheduled start and end, excluding public holidays, etc.
   • Every Campaign may have its core relations. So, you can Link this Campaign with a related Contact, Parent Process, Personnel, and a Service. Type some related letters to find an entity.
9. Estimated workload, is the actual Campaign duration, in hours. You can also add as an Objective an indicator, already created in KPI’s, in order to monitor the campaign.
10. Set users that will be Administrators and Process’s Supervisor. Practically, this means that these users will have access on this Campaign, even if they are not added in the Basic Info above.
    • Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Campaign.
    • Click on the checkbox, whether you wish to inform the Process Administrator upon task completion.
    • Additional access: People or/and Groups that should have access on this Campaign, without being necessary to act upon it.
    • Change rights: People or/and Groups that could edit this Campaign details in the future. “Everyone” is chosen by default. This means that Everyone who has access to this Campaign will have the right to modify it.
    • Click on the check box to set this Campaign start running automatically.
11. Finally, click on Save to save the process, or cancel to cancel the procedure.

Create a Campaign from a Campaign Template

In order to access Campaigns, go to Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.

• Create a Campaign by clicking on the ‘+’ sign in the Unit Title Bar. A new form appears.
• Click on Create from Template on the side right to select a template and create a new Campaign.
• A pop-up window appears. You can Select an existing process as a template from the list, change the new Campaign Title, adjust the Scheduled start date, match an Account from the list, and write a Description. Click on Save to save it.

Edit and Monitor a Campaign

In order to access Campaigns, go to Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.

Manage a Campaign

1. Click on a Campaign from the list to enter it. Click on the pencil button to edit the Campaign
   • Edit button only appears to people that are added in the Change Rights field of a process.
   • Apply any changes in the fields and click on Save.
2. Click on the Actions button to open a list of actions.
   • Select Link with to Link the Campaign with any Comidor entity (other processes, account, contact, project, opportunity, etc.). A pop-up window appears.
   • Click on Add Contact to add manually more recipients on the Campaign recipients list.
     • A new pop-up window opens where you can select the Contact, Status of the Contact, Last Contact Result and Contact Date. Click on Save to proceed.
   • Click on Print whether you need to print the current view of the campaign. A new tab opens in the web browser. Click on Ctrl+P to Print. (Changes may apply in different browsers)
   • Click on Links, to see with which entities the specific campaign is linked.
   • Click on Tags, to see which tags ahve been assigned to the specific campaign.
3. Also, you can change the Campaign state simply by clicking on the state button on the top right. Then select the state of the Campaign.
   • Select Scheduled in order to set that it is almost certain that the scheduled time will be the start time of this Campaign, too. A new pop-up window appears, where you can now set a different start time and date or take as granted the suggested time and date. Click on Save.
   • Select Confirmed in order to confirm that this campaign can run.
   • Select Opened to open a campaign again.
   • Select Running and a new window appears, where the user can set the execution time and then, the Campaign state will be updated.
   • Select Paused in order to pause a Campaign for some time. A new pop-up window appears and the user can put the duration in hours so far and % of completion. Also, can update start and end dates and times, too.
   • Click on Failed on a process that failed to be completed, update start and end dates and times, duration and quantity and click on Save. See the update in Process execution information.
   • Click on Canceled on a process that has been canceled, update start and end dates and times, % of completion, duration, and quantity and click on Save. See the update in Process execution information.
   • At last, click on Completed to set a process as complete. Update start and end dates and times, % of completion, duration and quantity and click on Save. See the update in Process execution information.

Add Tasks & Files in a Campaign

Tasks setting is necessary to schedule work that should be performed by multiple people and groups. Add a quick Task by clicking on the ‘+’, being in the Related Tasks tab.

A new form opens. At this point, you can create multiple Tasks, enter and monitor them from this point. Click on the refresh button, in order to instantly see all new-added tasks in the form.

Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Click on an already uploaded file to Open it (downloading and previewing of current and previous versions are available), Rename it or Delete it.

Discuss below a Campaign

Users that have the right to view a Campaign can also read any discussion that occurs inside that Issue in Notes.

• Simply add a Comment using a simple or enriched HTML Editor (Open editor).
• Users can click on Refresh to see new comments; click on Show More or Show Less to see the number of comments they wish.
  • Only people and people in groups that are added in the “Send Notification to” field receive notifications in the Notifications Bar about these comments.

Start a Campaign

1. Select Contacts from the side-box. All Contacts that are added through Campaign creation with that filter and any more added manually from the user will be displayed here.
   • Use Data Management filters and search box to find any Contact you wish.
   • Make sure that all the Contacts you wish are on this list. Eliminate any Contact you don’t want in the Campaign, by multi-checking and then, click on Delete.
2. In order to send Email to some of them click on Send Email, but if you want to Send Email to everyone, go for that choice. By clicking on these options, a pop-up window appears. You can View the recipients of this message, in case they do have an email. Also, complete the Name of the sender, select the Email account (From) who will send the messages. Furthermore, use the Campaign Template you have created, put the Subject, add Attachments and Send. You can also Save as Template the message from this point or Cancel the procedure.
3. Otherwise, you can start the Campaign by clicking on the Kick-Off! Button which is displayed in the right bottom of the screen when an already created Campaign is viewed. Select the Summary from the side-box to see this button.
   • A pop-up window appears. This includes all the Contacts’ emails that you have added in the Campaign’s selected filter, provided that each recipient’s email is available.
   • Click to final check and View the recipients of this Message, enter Sender Displayed Name, select an email to send the emails From, load Template put a Subject and attach a file, if needed. Click on Send after making sure that Campaign will be sent in the proper day and hour. Alternatively, you can Save it as Template.

Evaluate Results of the Campaign

In order to access Campaign Templates, go to Packages > Sales Automation > Campaigns.

• You can check the Success Ratio of the Campaign, which is column in the campaigns table. That means the percentage of people opened the email campaign.
• Enter the Campaign. Select Emails from the side box on the left to see all the Emails that received Campaign Message. Check Status (Pending, Sent) and the Number of Views (how many times the recipient opened the message).
• By clicking on each Email entity, you can add Title and Memo on a specific Date and Time.

Manage Campaigns massively

1. In order to access Campaigns, go to: Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.
2. Users can see all Campaigns in a List View. Navigate to other views, sort or filter the Campaigns in order to find the one you wish. Check Data Management options for more information about all these.
   • Check multiple Campaigns from the list in order to Link them with other Comidor Objects (such as Projects, Opportunities, Files, etc.) or Change them Category (This refers to Category set when Creating a Campaign).
   • Click on the Actions button to Export or Print the viewing list or all the Campaigns.

The post Campaigns and Campaign Templates appeared first on Comidor Low-code Automation Platform.

Note that Accounts are also accessible via Contacts. New Accounts can be added from Packages > Sales Automation > Accounts on the main menu on the left or the quick add feature on the right side of the screen (only basic information can be added via the quick add option).

Create an Account

1. To access Accounts go to Packages > Sales Automation > Accounts
2. Click at the top of the screen on the + Icon to open the Create Account form.
3. Complete the Basic Info.
   • Add the Name and a code for the Account
   • Select Important if, for example, it is a key account
   • Select a Category – select a previously added category from the drop-down list or add a new Category
   • Select the Size of the Account (Very small, Small, Medium, Large, Very Large) based, for example, on the number of employees
   • Select the Sector (Public, Private or Other)
   • If the Account you are about to add is a division of a larger functional group, you can add the Headquarters Account (e.g. holding company)
   • If the Account being added is a company of a larger division, you can add the Division name
   • Select the Persona of the account
   • If the Account / Company has a logo you can upload it
   • Create an account folder – ticking the checkbox creates a public folder in the DMS for documents related to the account
4. Continue by adding the Contact Info and Address.
   • Add contact telephone numbers e.g. Work Phone, Personal Cell phone, Fax.
   • Add a Corporate website, if available
   • Add email addresses (EMail, Alternative Email 1, Alternative Email 2, Alternative Email 3)
   • Complete Country and Location details (Address, Town/City, Post Code).
5. Shipping and Billing Address details can be added. If different, fill in details or tick Same as address and the information will be populated automatically
6. Select Account type by ticking the appropriate checkbox (Customer, Vendor, Partner, Competitor). Add the state for each Account type (Potential, Active, Inactive, Lost, Was) and then as an example match the customer with a specific Product or Service you sell
7. Add Accounting preferences – Vat Reg No, VAT Code and Preferred Currency
8. Add details for Social Media accounts such as corporate Skype name, LinkedIn, Facebook, YouTube, and Twitter
9. Choose the Account’s ownership. Select the manager of the department and responsible users that communicate most with this Account. In practice, these users will have access to any communication made (by company Email) with that Account. If these are fields left blank, the system will use the Account creator’s name
10. Add a description for this Account
11. Select the desired Save option (refer to Quick Reference Guide)

After the account is created contact is created and linked with the Account automatically.

Edit an Account

1. To access Accounts, go to Packages > Sales Automation >Accounts
2. Click on the Account you want to edit
3. Click on the Pencil Icon to view and edit the details
4. Edit the information you wish (learn more about all fields in Create an Account section)
5. Select the desired Save option (refer to Quick Reference Guide)

View and Manage an Account

1. In order to access Accounts, go to Packages > Sales Automation >Accounts
2. Click on the Account you want to view
3. On the Summary you can view the details
4. Click on Branches in the left panel to see all branches of an account or click on New to Create a new Account which is a Branch of the account that is open
5. Click on Form Answers in the left panel to see all survey forms responses or complete a new response in a survey that has been created and is related with the Account
   • Select the survey, the editor from the users’ drop-down menu and the access rights of the response i.e. private, public, internal
   • Select the desired Save option (refer to Quick Reference Guide)

6. View previously added Projects, Tasks, Contacts or Processes by clicking on the options on the sidebar. Click on New to Create a new Project, a new Task, a new Contact or a new Process. The Account will be automatically connected with the option you select
7. If a user has access to the Accounting module, all Income and Expenses that have been added and approved for the Account will be viewable. Click on Accounting in the left side panel
8. Click on Contacts in the left side panel to view existing contacts or create new contacts that are associated with the Account
9. Click the Comment Icon to add a note or comment about a specific Account. Users that have access to that Account will receive a Note-Notification when the note is added. Add a comment using plain text or open the enriched HTML Editor (Open editor). Users can click on refresh to see new comments; click on show more or show less to see the required number of comments

10. Click on Tags to add a Tag to the Account and also set the access e.g. private, group, internal or public. Previously added tags can be managed here
Adding tags to Accounts will assist in the grouping, filtering and searching for Accounts. Saved filters and tags of grouped Contacts will help with sending group emails to them 

11. Click on Links to add a new Link between this Account and any other Comidor object e.g. a Project, an Event, etc
12. Change View and Change Rights on an Account by clicking on the Actions Icon
    • Selecting the Rights tab, you can choose to give access to a group that you are a member of or select multiple groups and/or users from Allow options on the left side of the pop-up box. You can restrict specific users of groups from viewing this Account
13. Click on the Actions Icon when in an Account to perform extra actions, such as:
    • Delete – to delete the Account. A pop-up confirmation box appears
    • Link – to add a new Link between this Account and any other Comidor entity e.g. a Project, an Event, etc.
    • Notify – to send a Notes-Notification to specific Comidor groups, Comidor users or external recipients via email (provided that you have already connected your email in the system).
    • Send an Email – the mailbox will open and a new email form (provided that you have already connected your email in the system). Click on the Account’s Email in the Account’s Summary view
14. Click on Email a Survey to send an existing survey to the Account’s email (the user will need to have access to use this feature)
    • Select the Sender Email Address from the email addresses in the account
    • Select the previously created Survey from the list
    • Supervisor, Editor, Admin 2 are automatically taken from the Survey-Process
    • Add the subject of the Email
    • Load a specific Email Template from your mailbox or add your message in the HTML Editor
    • Click on Send to send the Email with the survey

Manage a group of Accounts

1. In order to access Accounts, go to Packages > Sales Automation >Accounts
2. Select the Accounts’ check boxes you want to manage

N.B. when you are performing actions on accounts, pay attention to any filters or searches that have been applied.

3. Select one of the options:
   • New email: a new email form opens with each of the selected Accounts’ email addresses in the recipient field
   • Link with: to add a new Link between these Accounts and any other Comidor entity e.g. a Project, an Event, etc
   • Delete: to delete the selected Accounts. A pop-up confirmation box appears
   • Email a Survey: send an existing survey to each of the Accounts’ emails (you will need to have access to perform this action)
     • Select the Sender Email Address from the emails you have connected to your account
     • Add Sender Name
     • Select the Survey from the list
     • Supervisor, Editor, Admin 2 are automatically taken from the Survey-Process
     • Add the Subject of the Email
     • Load a specific <Email Template> from your Mailbox or add your message in the <HTML Editor>
     • Click on send to send the email with the survey
   • Rights: Access Rights of Accounts can be adjusted. Selecting the View Rights tab, you can choose to give access to a group that you are a member of or select multiple groups and /or users from Allow options on the left side of the pop-up box. You can restrict specific users of groups from viewing these Accounts.
   • Change Category: Change Account Category by selecting another one or adding a new one
   • Tag: add tags to selected Accounts. Tags can be specified as a private, group, or internal. Adding tags in Accounts will assist in the grouping, filtering, and finding them. Saved filters and tags of grouped Accounts will help in sending group emails

 View a group of Accounts

1. To access Accounts, go to Packages > Sales Automation >Accounts
2. Select the View you wish to see the Accounts in.

N.B. when you are performing actions on accounts, pay attention to any filters or searches that have been applied.

4. Select Print the current view from the Actions button – another tab will open with the print preview. Then, follow your browser’s printing procedure to print
5. Select to Export in a *.xls file
6. Click on reports on the top right of the page. You will be redirected to Account Reports and a new tab will open in the Active Units Bar

In Account Reports, you can view previously created Reports, such as Account Overview, Account per Category, or Accounts per Country. You can then apply multiple filters depending on the selected Report and view the results in a Content or Graph view. You can also Print or Export the results.

The post Accounts (Account Management) appeared first on Comidor Low-code Automation Platform.

Create Contracts for every customer with their Contract duration dates. Every day the user can open the Contracts unit and just at a glance check which contract is about to expire.

Create a Contract

1. In order to access Contracts, go to Packages > Sales Automation > Contracts.
2. Simply click on the ‘+’ to open the create form.
3. Complete the Basic info, by typing a title for the contract. Search for a Category and select it or add a new one
   • check more on Categories in Data Management.
4. Fill in the Value, when should this be Payable at and the duration of the contract.
   • Click on and select the Valid from and Valid to date.
   • Note that, the “Payable At” date will be created a task to notify Supervisor or this Contract about invoicing. A task will be displayed in his calendar and a system notification will be triggered to Contract creator and Supervisor.

• • This task will be automatically linked to the Contract, in order not to miss any information

4. Also important, search for an Account or a File to link the contract.
5. Search among the Users and set who will be Contract’s Administrators and Supervisor. Practically, this means that these are the owners of this Contract. Use the Description box to write down any other information you wish for the contract.
6. Click on Save to save the contract. Click on Cancel to close the create form and go back to the table of contracts.

Edit a Contract

1. In order to access Contracts, go to Packages > Sales Automation > Contracts.
2. Then, click on the contract you want to edit to open it.
3. Click on the Edit button to open the edit form.
4. Edit the information you want and click on:
   • Save to save the changes and close the edit form.
   • Cancel to close the edit form without saving.
5. Upload any other files either from your desktop, Comidor DMS in the dedicated Attachments tab.

Any document uploaded here will be automatically linked with the Contract. See more in Links.

View and Manage a Contract

1. In order to access Contracts, go to Packages > Sales Automation > Contracts.
2. Hover mouse over the Account’s name and click on it to open the Account in the unit Accounts.

Make sure prior to any action that you are viewing the searched or filtered or all Contracts, having them sorted and/or grouped by the way you wish. Check Data Management options for more information about all these options below.

2. Click on a contract to view its details.
3. View the Summary of the contract.

Hover mouse over the Account’s and File’s name and click on it to open the Account in the unit Accounts or simply Download / View the File.

4. Click on Links to add a new Link between this Contract and any other Comidor entity e.g. a Project, an Event, etc. Already added Links can be found on here, such as all communication messages that refer to this Contract, such as any related Projects, Files, etc. You can easily Unlink an already added Link from Activity History. Change Log information is available, too.
5. Click on Tags to add a new Tag on that Contract that it may be either private, group, internal or public. From this point, you can also manage old tags that have been added on that Contract.

Putting Tags in Contracts may help you in grouping them, filtering and finally find them easier. Saved filters and tags of grouped Contacts help you find easier these Contracts.

1. Change View and Change Rights in a Contract by pressing the small pencil buttons.
   • Selecting View Rights tab, you can choose to give access to a group that you are a member of or select multiple groups and /or users from Allow options on the left side of the pop-up box. On top of that, you can Restrict specific users or groups from viewing this Contract, too.
   • Selecting Change Rights tab, you can choose to allow change of a Contract from a group that you are a member of or select multiple groups and /or users from Allow options on the left side of the pop-up box. On top of that, you can Restrict specific users or groups from viewing this Contract, too.

2. Click on Actions button of a contract to perform extra actions, such as:
   • Link with to add a new Link between this Contract and any other Comidor entity e.g. a Project, an Event, etc.
   • Delete this specific Contract. A confirmation pop-up box appears.

Managing a Group of Contracts

1. In order to access Contracts, go to Packages > Sales Automation > Contracts.
2. Make sure prior to any action that you are viewing the searched or filtered or all Contracts, having them sorted and/or grouped by the way you wish. Check Data Management options for more information about all these options below.

2. Click on Check Boxes of the contracts you want to manage and a list of options will appear. Then choose:
   • Delete to delete the contracts and a pop-up confirmation box will appear,
   • or Link with to Link the contracts with other entities.
3. In case, you would like to Print a Contracts view or Export a list of Contracts (current page or all pages), you should click on the Actions button and select the related option.

In print option, a new tab will appear. You should follow the browser’s procedure to print the view.

The post Contracts appeared first on Comidor Low-code Automation Platform.