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eKeeper CRM Support & Help Guides


Articles in this series

Introduction

Your workflow appears on the homepage in your eKeeper CRM and allows you to see an overview of the number of products you currently have active and where they sit in your business process. An example of the workflow as it might appear on the eKeeper CRM homepage is shown to the right. Each row is labelled under the status column and represents a point in your business process. We call these points in your process a stage or status. 

This guide will show you how to setup new stages, and how to apply these to the products in your system. 

 Example Workflow


Creating a new stage

To being look for system settings which appears in the top navigation bar on any page within the eKeeper CRM.


Figure 1 - Top Navigation Bar



Next look for the Product Setup section and click stages to continue.


Figure 2 - Stages

 Product Setup Section (System Settings)

You will now see a list of the existing stages in the your system (see right). To create a new stage click New Stage in the bottom navigation bar.


Figure 3 - New Stage


 Existing Stage List Example
 Existing Stage List Explained

There are several columns of information displayed here:

  • Sequence Number - This determines the order in which the stages appear.

    Tip

    Keep your sequence numbers 10 or 20 apart as this will allow you to slot additional stages in between others, later.

  • Stage Text - This is the name of the stage.

  • Stage Type - The stage type determines milestones in your process:
    • New lead - this is a point where the product is still a lead and has not been submitted yet
    • Normal - Your product is submitted or signed up at this point
    • Follow-up - This is where your completed products should be. This stage type is designed to house your products until you need to recontact them based on the deal term/product expiry.

    • Archived - This houses your non-proceeding cases.

      Tip

      You should have at least one archived stage

  • Default Lead time - The lead time specifies until a product should be moved to the next stage in the workflow.

  • Completion Stage - This tick determines if a case is completed or not. Cases at these stages will obtain a completion date and product expiry date

    Important

    You should on set this against Normal type stages and your firstfollow-up type stage.

  • Commission Trigger Stage - This tick determines when your incoming commissions receive a due date.

    Important

    You should on set this against Normal type stages and your first follow-up type stage.

  • Active Processing Stage - This determines whether this stage is active and available to use.

    Tip

    Leave this switched off if your are still initially configuring your workflow and then turn this on for your stages once you are happy with the workflow.

    Action - Contains

  • Action - Contains two links Edit and Edit Simple Tasks for Stage

    • Edit - This allows you to edit the setup for the stage

    • Edit Simple Tasks For Stage - Here you can assign the checklist items that will appear at this stage.








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