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General Settings

This document details how the system configuration is, what features it includes, how to configure an account, etc.

General Settings#

  • General settings include following features:

  1. Account Default
  2. Team Members
  3. Properties
  4. Import Histories

How to set account default settings:#

Set up your prefered language, currency and unit measurement for the system. It will be further used in Deal feature.

  • Please follow the steps for setup: General Settings -> Account Default

* By choosing your unit of measurement accurately, it will be further used in Deal feature

  1. Choose your Language
  2. Choose your Currency
  3. Choose your Unit of Measurement
  4. Save your Account Default

How to invite team members?#

Step 1#

Team members are responsible to represent the company as well as to solve problem, engage and manage customers. Invited Team members will be used in the following features: Team Inbox, Insights, Deals, and Messenger

  • Please follow the steps for setup: General Settings-> Team Members-> Invite Team Members

  1. Click Invite Team Members

Step 2#

Team members are responsible to represent the company as well as to solve problem, engage and manage customers. Invited Team members will be used in the following features: Team Inbox, Insights, Deals, and Messenger

  • Please follow the steps for setup: General Settings-> Team Members-> Invite Team Members

* Click “Save” button to invite more team members’. The Invitation will be sent to the team member’s email address

  1. Insert team member’s Email Address
  2. Choose permission group
  3. Invite team member
  4. Invited team member’s status

How to setup new team member?#

  • Please follow the steps for setup: General Settings-> Team Members-> Edit Team Member

*By filling out the team member’s information accurately, It will be further seen in the team Inbox assigned section of the system

  1. Upload Team member’s photo
  2. Insert Team member’s full name
  3. Insert Team member’s username
  4. Insert Team member’s short name
  5. Team member’s position
  6. Insert Team member’s email address
  7. Insert location
  8. Short bio description of team member
  9. Link team member’s social accounts
  10. Fill out the other informations
  11. Click Save

How to setup Properties?#

Step 1#

User may create a properties to save customers and companies information and save customers and companies database. Following actions are available : Edit, Delete,Transfer unused properties

  • Please follow the steps for setup: General Settings->Properties> Customer/Company-> Add Group & Field
  1. Click on Customer/Company
  2. Click Add Group & Field

Step 2 How to add Group & Field for Properties?#

  • Please follow the steps for setup: General Settings->Properties> Customer/Company-> Add Group & Field

  1. Insert Group Name
  2. Insert Description for group
  3. Click Save to create group

  1. Insert a property name
  2. Insert description for the property
  3. Choose group
  4. Choose property type
  5. Choose property validation
  6. Click Save to create property

Step 3 Created Group & Field Appearance#

Customer or companies will fill this property

  1. Created Group
  2. Created Property under Group

Permissions#

You can specify the user's actions through this permission feature

  • Please follow the steps for setup: General Settings-> Permissions

  1. Filter by module
  2. Filter by action
  3. Filter by permission group
  4. Filter by user
  5. Create new permission
  6. View user groups

Permission groups#

  1. Create new Permission group
  2. Switch to permissions list

Create Permission#

  1. Choose module
  2. Choose actions
  3. Choose permission groups
  4. Choose users
  5. Allow or decline

Create user group#

  1. Fill the permission group name
  2. Description of the group

How to setup third party integrations ?#

Setup facebook integration#

Integration is a way of communicating with customers who are emerging into the organizations' website, Facebook, Twitter through erxes.io platform. Integration can be created on every brands' social media page. Thence, we would be able to track the percentage of customers who are emerging into the organizations' Facebook page and website form.

  • Please follow the steps for setup: General Settings->App Store > Add Facebook

  1. Click Add to connect Facebook
  2. Click Add Account


![](https://s3-us-west-2.amazonaws.com/erxes-docs/customer-support/customer-support-5.png)
  1. Link your Facebook Account
  2. Select all the Pages you manage
  3. Click Next

*Link your Social Account to create Integration

Link facebook account#

  1. Insert name for the Facebook Integration
  2. Choose the Brand for the Integration
  3. Select your Linked Account
  4. Select the Social Pages to link
  5. Click Save to link the account

*Please insert your Account Name as “FB of …”

Email templates#

How to setup Marketing Team Settings#

Marketing Team settings include following features:

  1. Email Template
  2. Email Appearance

Setup Email Template#

Team members will be able to choose from email templates and send out one message to multiple recipients. You can use the email templates to send out a Mass email for leads/customers or you can send to other team members.

  • Please follow the steps for setup: General Settings -> Email Template -> New Email Template

  1. Click New Email Template
  2. Edit & Delete Created Email Template

Add Email Template#

  • Please follow the steps for setup: General Settings -> Email Template -> New Email Template

.

  1. Insert name for New Email Template
  2. Insert HTML of the email template
  3. Click Save

Created New Email Template will be used in further Engage feature to send mass email to customers

Appearance of Created Email Template#

  • Please follow the steps for setup: General Settings -> Email Template

Created New Email Template will be used in further Engage feature to send mass email to customers

Email Appearance#

  1. Choose your email template type
  2. Insert email template HTML
  3. Click Save

The email template must be in HTML format

Sales Team settings#

Sales Team settings include following features:

  1. Board & Pipelines
  2. Product & Service

Setup Board & Pipeline#

Manage your boards and pipelines so that it's easy to manage incoming leads or requests that is adaptable to your team's needs. Add in or delete boards and pipelines to keep business development on track and in check.

  • Please follow the steps for setup: General Settings -> Board & Pipeline> Add Board -> Add Pipeline

  1. Click Add button to create Board
  2. Click Add button to create Pipeline

The Board & Pipeline will be further used in Deal feature

Add Board#

  • Please follow the steps for setup: General Settings -> Board & Pipeline> Add Board

  1. Click Add to create Board
  2. Insert name for the Board
  3. Click Save

The Board & Pipeline will be further used in Deal feature

Add Pipeline#

  • Please follow the steps for setup: General Settings -> Board & Pipeline> Add Board

  1. Click Add Pipeline
  2. Insert Name for Pipeline
  3. Click Add Stage for the Pipeline
  4. Insert Name for the Stage
  5. Choose Percentage for Stage
  6. Click to Delete the Stage
  7. Click Save

Setup Product & Service#

All information and know-how related to your business's products and services are found here. Create and add in unlimited products and services so that you and your team members can edit and share.

  • Please follow the steps for setup: General Settings -> Product & Service -> Add Product & Service

  1. Click Add Product & Service
  2. Insert Name for the Product/Service
  3. Select Product/Service type
  4. Insert Description for the Product/Service
  5. Insert Stock Keeping Unit /SKU/
  6. Click Save

Created Product & Service will be used in Deal section /Add Product & Service/

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Last updated on by BatAmar Battulga