Bpm’online sales Commerce package User guide Contents 1. Bpm’online sales overview ............................................................................................................................... 8 2. Bpm’online functionality .................................................................................................................................10 2.1. Bpm'online interface overview................................................................................................................ 11 2.2. Record pages .............................................................................................................................................14 2.3. Section analytics ........................................................................................................................................17 2.3.1. The “Chart” dashboard component...............................................................................................18 2.3.2. The “Metric” dashboard component.............................................................................................21 2.3.3. The “Gauge” dashboard component...........................................................................................22 2.3.4. The “List” dashboard component .................................................................................................23 2.3.5. The “Widget” dashboard component..........................................................................................24 2.3.6. The “Web page” dashboard component................................................................................24 2.3.7. Analytical reports...............................................................................................................................24 2.4. System designer .......................................................................................................................................26 2.5. User profile page......................................................................................................................................29 2.6. The command line ...................................................................................................................................30 2.7. The communication panel .....................................................................................................................32 2.7.1. Notification center .............................................................................................................................33 2.8. Lists ..............................................................................................................................................................40 2.8.1. Sorting records in a list.....................................................................................................................43 2.8.2. Setting up summaries by columns................................................................................................44 2.8.3. Setting up columns...........................................................................................................................47 2.8.4. Exporting list data ..............................................................................................................................51 2.9. How to delete records ............................................................................................................................54 2.10. Filters..........................................................................................................................................................57 2.10.1. Quick filter..........................................................................................................................................57 2.10.2. Standard filter...................................................................................................................................59 2.10.3. Advanced filter..................................................................................................................................61 2.11. Folders and tags ......................................................................................................................................73 2.11.1. Working with tags.............................................................................................................................73 2.11.2. Working with folders .......................................................................................................................76 2.12. Mini-pages................................................................................................................................................79 2.13. Time zones ...............................................................................................................................................83 2.14. Attachments and notes.........................................................................................................................85 2.15. Working with emails...............................................................................................................................87 2.15.1. How to create a new email from the communication panel ................................................87 2.15.2. How to create a new email based on a template...................................................................88 2.15.3. How to upload emails to bpm’online.........................................................................................89 2.15.4. How to process emails...................................................................................................................90 bpm’online sales 1 User guide 2.15.5. How to run a business process by email....................................................................................91 2.15.6. How the fields of uploaded emails are filled in ....................................................................... 92 2.15.7. How to set up rules for connecting emails to other system objects.................................. 93 2.15.8. Frequently asked questions about working with emails in bpm’online............................. 95 2.16. Localization .............................................................................................................................................. 97 2.16.1. How to add new languages.......................................................................................................... 97 2.16.2. How to change system language ............................................................................................... 98 2.16.3. How to translate the interface and system components ...................................................... 99 2.17. Finding and merging duplicates........................................................................................................ 110 2.17.1. How to start a global duplicate search...................................................................................... 110 2.17.2. How to merge duplicates............................................................................................................. 113 2.17.3. How to search for duplicates when saving accounts and contacts................................... 114 2.17.4. How to set up rules and schedule for a global duplicate search....................................... 115 2.17.5. How to search for duplicates ...................................................................................................... 116 2.17.6. Pre-configured rules for contact and account duplicates.................................................... 117 2.17.7. Manual merging of duplicate records.......................................................................................120 2.18. Working with currencies in bpm’online ...........................................................................................122 2.18.1. How to work with currency fields................................................................................................122 2.18.2. How is the monetary amount calculated during conversion..............................................123 2.19. Access rights ...........................................................................................................................................126 3. Bpm’online sales sections.............................................................................................................................129 3.1. The [Leads] section..................................................................................................................................130 3.1.1. Lead management process ............................................................................................................130 3.1.2. Lead page .........................................................................................................................................132 3.1.3. Lead qualification .............................................................................................................................135 3.1.4. Lead distribution...............................................................................................................................136 3.1.5. Lead handoff to sales ......................................................................................................................137 3.1.6. Awaiting sale......................................................................................................................................139