v10.0 - Last Mod.: 09/14/2018
Manage your companies and calculate sales opportunities.
Note: To work here please log in as "Portal Master" or "Account Manager."
1. Overview
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
Here you can access the Dashboard - a canvas page that you can fully customize with widgets.
You can get an overview of your notes & actions and opportunities (planned revenue).
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1.1 List view
Companies which are not assigned to a category are listed here.
For selecting a certain company there are several filter functions available:
The results are listed below the search functions:
- Name Shows the company name.
By clicking on the name you get to the company details.
- Last modiefied Displays when the company was modiefied the last time.
- Address Shows the company address.
- Booths Shows the number of booths.
- Users Shows the number of assigned users.
- Notes Shows the number of notes.
By clicking on this number you get to the notes.
- Action By clicking the icon you can select between different actions:
- View opens the company profile
- Send a report lets you report the company.
- Master Data - Edit lets you customize the master data.
- Business Data - Edit lets you customize the business data.
- Categories- Edit lets you customize the categories.
- Company Contents - Extend lets you add articles.
- Logo - Edit lets you edit the company´s logo.
- Statistic opens the statistic of the corresponding company
- Notes & Actions shows the company notes
- Change status to xyz lets you change the company´s status
- Delete for deleting the company
Mass operations
You can use mass operations, to make some changes to several companies simultaneously. Please activate the checkboxes for corresponding companies in the table, then select a mass operation:
- Copy to category Click on Next and select the desired category. If a company is already assigned to some categories, they will also be kept.
- Move to category Click on Next and select the desired category. If a company is already assigned to some categories, they will not be kept.
- Remove from category Click on Next to remove all category assignments.
- Change status to not approved / approved / public lets you change the selected companies´ status
- Add to campaign Click on Next and select the desired campaign from the list.
- Export Export the users from the selected companies to a .csv-file.
- Delete Delete the selected companies. Click on Next and confirm the erasing procedure.
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2. Notes & Actions
Account actions are actions you can assign to an employee so he achieves an action in a certain company, e.g. a phone call.
Note: To add a new action please select a company, then click on Notes & Actions > Add.
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- In the navigation on the left, below Companies, click Notes & Actions.
- To select a particular note / action, you have different filter functions:
Type, select a display mode: just notes, or notes, only actions and actions.
Type 2 to select a note-/action type: notice, call, callback, etc.
Full text search
The search results are displayed in the table:
- The colored point shows the status of the note/action, green = Done, red = Open.
By clicking the point you can change the status.
- Details Displays the details of the note / action: Company name, contact person, content and any files added
- Created by Shows the creator of the note/action.
- Creation Date Shows when the entry has been created
- Action By clicking the Action button you can Delete, Edit or Re-Open the corresponding note/action.
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3. Statistic
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- In the navigation on the left, below Companies, click Statistic.
Diverse statistics for companies are displayed.
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4. Settings
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- In the navigation on the left, below Companies, click Settings.
General:
- Select the Standard Logo which is displayed if a company hasn´t uploaded a custom logo
- Select which companies that should be displayed in Selected Companies by starting to type the 3 first letters in the corresponding field.
- In the Note for Membership section, you can enable the "Use note for membership" option and specify the message in the text area.
- You can activate comments for company content as well as ratings
Priority Assignments: Here you assign different settings for the standard and premium companies:
- Icon Path: Here you can set the default icon for the company types
- Logo path for code snippet: Here you can specify the default logos for the respective company types that are displayed with the code snippet (in the individual company directory).
- Show new content in the RSS feed
- Show profile visitors
- Users can leave business cards
- Users can subscribe to companies
- Activate background image in company profile
- Activate Media Pool
- Activate long description
- Limit on how many users are displayed in the company profile
- Limit on how many groups can be created by the company
Company Information: Here you can customize the labels of the categories for company content and set limits for standard and premium companies.
Company address: Here you can customize the display of the company name by editing the corresponding template.
Click Save when ready.
If required change in the area Switch language selection to the language to add further translations.
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5. Article Enhancements
Here you can define additional areas of content for the different types of company information as well as diffferent types of content. Companies can publish different types of content like news, product information, customer stories, events, etc which you can define as Portal Master. This content/article is always related to a company profile within your portal.
For each field you can set whether it is a mandatory field, whether it is searchable and whether its value should be displayed below the actual article.
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6. Roll-Up
With the company roll-up you can easily merge companies.
Note: Note that values that only exist once for each company (like master & billing data) are overwritten and can only be selected from one source.
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- Click on Roll-Up in the navigation below Companies.
- Select one or several companies as source in the "Selected companies" autocomplete field.
- Select which objects should be transferred over to the target company.
Note: Please note that the source companies that are selected to be merged will be deleted irreversably after the merge.
- Either select an existing target company, or type in a new company name in the "Target" autocomplete field.
- Click on "Next" and compare the data of the target company before and after the roll-up.
- Click on "Roll-Up" in order to finalize the merge.
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7. Opportunities
With opportunities you can calculate your sales opportunities per company and per month.
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- In the navigation on the left, below Companies, click Opportunities.
All entered opportunities are listed in a table, with corresponding parameters chosen:
Account name, Potential, Factor, Value, Target month, Status, Next step.
By clicking on the
Actions button you can view the corresponding company (
Show company),
Edit or
Delete an opportunity.
Tab
Add
Note: To create a new opportunity you have to choose a company first.
- In the navigation on the left, below the company name, click Opportunity.
- Click the tab Add.
- Enter in the field Name a name of the project (opportunity).
- Under Client select a corresponding client. If the company is not registered yet, you may add it.
- Choose a Category and a Next step.
- From the selection box Factor choose a factor of the probability.
- Choose your Company and the Owner of the opportunity.
- Choose a Color to mark the opportunity.
- Add some Notes if required.
- Under Values enter amounts for targent months of the opportunity
- Select a Currency for the opportunity.
- Click the button Save when ready.
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8. Opportunity Settings
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- In the navigation on the left, below Companies, click Opportunity Settings.
- Enter in the first field Next Step options, which can be selected in the area Next Step when adding an opportunity.
- Enter in the second field Categories options, which can be selected in the area Categories when adding an oppotunity.
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9. Company profile
- Click the button Portal Manager to get to the administrative area.
- Then click Marketing & CRM > Companies.
- With the help of the filter functions choose the desired company, q.v. 1. Overview.
- Click the name of the company.
- Click the Actions button to get into the editing mode or to leave a business card.
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9.1 Overview
Here you will find the general information of the company. The standard view contains following areas:
- Contact persons The employees with the role Contact person are shown.
- In the area Notes you see existing notes. To add a new one:
- Enter text in the text field
- Select from the selection box the note type
- If required activate the checkbox Create action. Choose from the first selection box the recipient of the action, enter the action in the text field behind, e.g. call and select the date
- Click the button Save.
- News Company news are displayed.
- Contents This widget is a link to company contents (see alsoCompany Profile > Contents).
- Master data This widget is a link to company master data (see also Company Profile > Data > Master Data).
- Billing data This widget is a link to company billing data (see also Company Profile > Data > Billing Data)
- Groups This widget is a link to the network Groups applicaion.
- Additional information Company additional details are displayed.
The widgtes in this tab can be customized under
Tools & Administration > Design & Layout > Canvas Pages > Account profile.
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9.2 Contacts
Here you can find all employees of the company, check visitors and business cards. If available, VPM Messages and VPM Users can be found here as well.
- Employees All employees of the company are listed here.
If you want to edit some employee details:
- Select the employee
- Click on the Action button and choose what you would like to do:
- Remove from account The user will not be assigned to this company any more.
- Edit user details.
- Edit employee status.
- Send contact request.
If you want to add a new employee:
- Click on the Add
- In the field User enter the 3 first letters of the user last name, and select the user from the list.
- Businesscard Here you can see all company business cards listed:
- Name shows the name of the business card sender.
- Comment shows the comment left by the business card sender
- Under Actions you can delete the business card.
- Visitors All users who visied the company profile are listed. If you want to leave a note for some visitor, please click on Action > Add note.
- VPM Messages All received VPM messages are listed. If you want to add one, type it in and send.
- VPM Users All current visitors of the company profile are shown.
The widgtes in this tab can be customized under
Tools & Administration > Design & Layout > Canvas Pages > Relation.
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9.3 Content
Here you can edit company contents. Following types are listed by default:
Products, Infomaterial, References, Partner, Locations, Exhibitions, Contact, News.
If you want to
add some content:
- Click on Add.
- Under Page select the type of the detail.
- Enter a Title of the detail.
- Edit the Content area.
- Attach a file if required.
- In the Share section, you can share the post with your social network contacts by selecting the option "Send a notification to my friends on social networks.", Enter a message and select the connections. If there are no connections available, you can add a connection in the "Connect to" section.
- Click the button Save when ready.
If you want to
edit some content:
- Select the item you want to edit
- Click on Action > Edit
The types listed in this canvas page can be customized under
Marketing & CRM > Companies > Settings in the
Company Information area
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Widget
Ustream Object
- Add Here you can add your Ustream account.
Widget
Groups
- Here you find the network groups that have been assigned to the company.
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9.4 Categories
Here you will find all company categories listed.
The design of this area and the category lists can be edited under
Tools & Administration > Categories > Templates > Template to categorize companies.
9.5 Data
Here you will find the company address and configuration settings. All entries can de edited directly in the widget. Just click on
Save when ready.
- Tab Master data
- Address data Here you can see the company address and the company description. Instead of specifying an address, you can also click on the icon next to Location and specify the address by using the marker on the map.
-
Directory Here you can define the company registration settings:
- Show company in extended company search results Choose Yes if you want the company to be shown in advanced search results.
- Account Here you can assign the company the Standard or Premium status
- Linked Groups Here you can assign a group to the company. Company employees are automatically added to the group.
- Show in directory Choose Yes if you want the company to be shown in the company list.
- Restrictions to join the company Here you can specify whether registered employees should have a certain email address suffix in order to be able to join a company and / or whether they should come from a certain country.
- Code Snippet: Here you can find the code snippet that you can embed on an external website or in an e-mail that links to your company profile. The displayed logo for the code snippet is set globally under Marketing & CRM> Company> Settings in the Priority Assignments section.
- Tab Billing data
- Configuration Here you can configure invoice and payment settings for the company:
- Currency Select the currency for the company invoices.
- Internal Select the company type: is it your internal company or your client.
- Invoice schedule Choose a schedule for company invoices.
- Invoice terms Enter company invoice terms.
- Language Choose the company language.
- Bypass automated payment Mark this option, if you want the payment process to be performed automatically.
- Tax Mark this option, if you want to activate taxes for this company.
- Priority Choose a priority for the company.
- Billing address Here you can find the company billing address.
- Payment information Here you can find company payment data.
- Shipping address Here you can find the company shipping address.
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9.6 Media Pool
Here you can find the company´s media pool.
- Add files
- Here you can add files from your computer or, if configured, add Google Docs.
- Actions
- Depending on the file type, you can choose between different actions here - images can be specified as a logo.
Files
- Here you can view files that have been assigned to the currently selected folder.
Preview
- Here you can preview the contents of the folder and choose between different layouts.
Statistic
- Here you can find the statistic for the currently selected folder.
Delete
- Here you can delete the currently selected folder.
Add Subfolder
- Here you add a subfolder for the currently selected folder.
Add folder
- Here you add folder to the company´s media pool. You can choose whether the folder should be publicly accessible or only for employees or managers.
- Folders
- Here you can see the folders of the company´s media pool.
- You can add, rename, delete, cut and insert folders and subfolders in the mouse over edit.
- Files
- Here you can see the the files assigned to the currently selected folder.
- You can filter the files by type and keywords, choose display from different view modes and carry out mass operations to move or delete files.
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9.7 Trade Show
Here you can find an overview over currently assigned trade shows, webcasts and booths, if available.
Booths can be added, edited and viewed.
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9.8 Add
- On the navigation on the left, click Companies > Overview > Add.
- Enter all important data in the fields.
- Click the button Save when ready.
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9.9 Delete
There are two ways to delete a company:
- Individually
- Under Portal manager > Marketing & CRM > Companies select a company you want to delete
- Click the Actions button and select Delete.
- Via mass operation
- Under Portal manager > Marketing & CRM > Companies mark the checkboxes of companies you want to delete
- Under Mass operation select Delete and click on Submit.
- Confirm the deletion
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