FreeAgent CRM allows you to fully customize your experience so that it fits your sales process instead of having to change your sales process to fit your CRM. This starts with something as simple as the naming convention. Since not every business uses the same terminology, you can change the current Apps to something that is best suited for your process.
By default, the main Apps are called: Leads, Accounts, Deals, and Tasks. However, you can customize them to fit your business.
If you would like to update your apps to better suit your process, learn how to deactivate/activate them, or even restrict access to them, you are in the right place.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only administrators can customize Apps.
This tutorial will cover the following topics:
Navigate to Apps
Open the menu and go to 'Admin Settings' to display the available options, then click App Setup to display even more options. Then click 'Apps'. You can also use the search function to get there faster, just start typing 'Apps'.
Out of the box, your Account includes 4 Apps: Leads, Accounts, Deals, and Tasks. However, you can add more if you need to. Just click the 'Add New App' button.
Just give your App a name, and include it in the singular version as well. If you click the 'Save' button at this point your App will be created and you will be able to go to App Setup in the System Settings menu to add Fields, Form Sections, and other configurations for your app.
You can rearrange the order of the elements in the menu by clicking on the Reorder button. This will display a window where you can drag&drop the elements in the desired order. You can do this for all the elements on the menu.
Keep in mind that the changes you make will be available for your entire team.
You have the option to change the name of the elements in the navigation and so much more. You can click on the name of your App in your Apps lists or go to App Setup and click on the name of the app. Then make sure you are under 'App Configuration'.
Here you can:
- Select an Icon for your App.
- Rename it.
- Add a description.
- Limit access to it based on your uses roles, as described in the 'Navigation Access Roles' section of this tutorial.
- Enforce Individual Access*.
- Select the Title Field.
- Assign a custom color for your App.
- Choose between our 1 column or 2 columns layout.
- Enable or disable 'Quick Add'.
- Define the Template to publish your records via PDF. For more information about this template, please visit this tutorial.
- Add Sorting rules.
*If you enable the 'Enforce Individual Access' checkbox, it will restrict access to this app for those users with individual access. This means that they will be able to see only the records they own.
Once you are done with the changes to the App, click the 'Save' button.
To learn more about each of the elements on the list above, please visit the following tutorial:
In case you would like to stop using one of your apps, all you need to do is deactivate it. Navigate to Apps in the System Settings menu, then simply select the element and click on the 'Deactivate' button.
Once you click the button, you will need to confirm the changes in order to complete the deactivation process. Click the 'Deactivate' button if you want to continue or click 'Cancel' to keep the App active.
If you deactivated the App, it will be removed from the menu and its status under the 'Active' column will change to 'No'. To add it back to the menu, first, enable the 'Show deactivated' checkbox, then select it and click the 'Activate' button.