Accessing CRM Information in the web application

In order to use RingByName™ CRM, you must be logged into the web application. If you are not already logged in, you may do so by going to http://login.ringbyname.com on your preferred web browser.  Once logged in, authorized users may access CRM information in any of the following ways:

Creating and Viewing Sales Opportunities by clicking  on the CRM from the main navigation bar

Begin by clicking on the CRM icon located on the main navigation bar near the top of the window. A listing of all your open sales opportunities will appear in the center panel of the application.
If you click on any entry, the details will be displayed and can be edited.


Searching for opportunities

You may search for an opportunity by the name of the opportunity in the search bar and clicking on apply or pressing the enter button on your keyboard.
If you click on any entry, the details will be displayed and can be edited.


Sorting by Opportunity Status

You may sort your opportunties by their status (Attemplted, Contacted, Qualified, etc) by clicking on the drop down on the CRM bar, then clicking apply.
If you click on any entry, the details will be displayed and can be edited.


 

Creating and Viewing Sales Opportunities from a Contact Card

  1. Locate and open the contact card of the customer

  2. Click on the CRM history icon located below the contact card details.



  3. Click on the desired opportunity entry to view or edit.



  4. To create a new opportunity click on the new CRM icon located in the Note area of the contact.



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