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OneCRM | CRM
Tracking presales process from Lead capturing, tracking open Opportunities, to emails and calls
Contract Management
Contract Management A contract is a legally binding agreement between a Supplier and a Customer over the sale or products or services. A contract is legally enforceable because it meets the requirements and approval of the law. An agreement typically involves the exchange of goods, services, money, or promises of any of those. To access the Contract list, go to: Home > Sales Pipeline > Contract How to Create a Contract Go to the Contract list and click on New. Choose the Customer
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Lead Creation
Lead A lead is a potential customer who might be interested in your products or services. To get the customer through the door, you may be doing all or any of the following: Listing your product on directories. Maintaining an updated and searchable website. Meeting people at trade events. Advertising your products or services. When you send out the word that you are around and have something valuable to offer, people will come in to check out your products. These are your Lead
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Creating an Opportunity
Opportunity Opportunity is a qualified lead. When you get a hint that lead is looking for a product/service that you offer, you can convert that lead into an opportunity. You can also create an opportunity against an existing customer. Multiple Opportunities can be collected against a lead or a customer. To access the Opportunity list, go to: ++Home > CRM > Sales Pipeline > Opportunity++ Go to the Opportunity list and click on New. In 'Opportun
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Customer Creation
Customer A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration. Every customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in Selling Settings. To access the Customer list, go to: ++Home > CRM > Sales Pipeline++ Or ++Home > Selli
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Creating a Contact in OneHash CRM
Contact Contact represents a person. A contact may be associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a User. You can also add contact as a standalone record without linking it to any of the entities listed above. To access the Contact list, go to: ++Home > CRM > Sales Pipeline > Contact++ Go to the Contact list and click on New. Enter First Name and Last Name. Choose the status if the contact is passive, is open to contact o
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Creating an Address in OneHash CRM
Address You can record the addresses associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a Warehouse. You can also add an Address as a standalone record without linking it to any of the entities listed above. To access the Address list, go to: ++Home > CRM > Address++ Go to the Address list and click on New. Select Address Type. Enter details in Address Line 1, Address Line 2, City/Town, County, State, Country. Enter Email Add
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How to create an Appointment?
Appointment An appointment is a prearranged meeting between a Lead and an Employee of your Company. Appointment document type can be used to schedule and manage interaction with a Lead or an Opportunity. To access Appointment list, go to: ++Home > CRM > Sales Pipeline > Appointment++ [Appointment Booking Settings](https://help.onehash.ai/en/article/appointment-booking-setting
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CRM Reports
CRM Reports CRM module's reports feature helps users get the information about the prospects. Using the following reports, an OneHash user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under CRM > Reports. This report provides lead name, address, contact details, lead source, territory, and other details. . Your customers will see a portal view. To know more, visit the [Appointment Page](/en/ar
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Creating a Campaign
Campaign A Campaign is a full-scale implementation of a sales strategy to promote a product or service. This is done in a market segment of a particular geographical area to achieve specified objectives. To access Campaign, go to: ++Home > CRM > Settings > Campaign++ Go to the Campaign list, click on new. Enter a name for the campaign. Enter a description to des
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Email Campaign
Email Campaign An Email Campaign is a coordinated set of emails sent to leads or contacts according to a particular schedule. Email Campaigns are still one of the most effective ways to reach your Customers, Contacts or Leads and keep them engaged. For example, you could set up Email Campaigns for introducing your product to the customers, with every email revealing an interesting feature of your product. To create an Email Campaign, go to: ++Home > CRM > Campaign > Email Campaign++
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Newsletter
Newsletter Newsletter is an email which is sent to a specific group of subscribers periodically. In the context of CRM, its is an informational and product-focused email that is sent to existing and potential customers with an intention of softly pushing the subscriber to do required actions. Newsletter can also be used to share information to employees, investors etc. You need to create Email Groups before sending the newsle
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LinkedIn Settings
LinkedIn Settings LinkedIn related settings like OAuth can be configured here. OneHash needs access to the API through which the post is shared and achieved using OAuth 2.0 Authentication Protocol. You must have LinkedIn Developer App for your company. OneHash interacts with this App for sharing the post. 1.1 Create LinkedIn Developer App Create App by link https://www.linkedin.com/developers fill all the details and verify it. And that A
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Twitter Settings
Twitter Settings Twitter related settings like OAuth can be configured here. OneHash needs access to the API through which the post is shared and achieved using OAuth 2.0 Authentication Protocol. You must have Twitter App for your company. OneHash interacts with this App for sharing Tweet. 1.1 Create Twitter Developer App Create App by link https://developer.twitter.com/ and check that the App has Read and write Access permission. ![](https://
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Social Media Post
Social Media Post Social Media Post is used to create and schedule the post for LinkedIn and Twitter, it can be also linked with a Campaign. To access Social Media Post, go to: ++Home > CRM > Campaign > Social Media Post++ LinkedIn Settings Twitter Settings
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CRM Analytics
CRM Analytics For example, if you notice that very few communications with the prospects have taken place in a month which may have led to decrease in the sales. You can make sure that the sales executives reach out and follow up on the leads and opportunities on regular basis. 1. Sales Funnel By using the sales funnel report, you can quantify the number of prospects at each stage of the process and you can get an idea of your potential customers. More than this, by looking at the wa
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