SalesFundaa CRM - Frequently Asked Questions (FAQs)

Login to your CRM Click Dashboard

Here you can view all the summary of the important activities like enquiry status, upcoming reminders, invoice overviews, over dues reminder, stock, purchase overviews, complaint status, comment count (see screenshot below).

In this section you can add organization data like company name, contact person name, mobile no., Primary email, address and other important details about organization.

How to add New Organization ?

Click on Organization New Organization

Fill up the following details as shown in the below screenshot and click the save button.

Nature of the Lead explained:

Nature (i.e. Hot, Cold, Mature, & Not Interested).

Hot (red) means lead is very much interested in buying your product/service.

Cold (blue) means the chances of the lead turning into a customer is low.

Mature (green) means where the lead is converted into a customer and

Not Interested (Black) means where the lead is not interested in buying a product/service).

How to access data of ‘View Active Only’ ?

Click Organization View Active Only

In this list you can view list of organization data as show in the below screenshot.

How to create a new Quotation for the Organization you just created?

Click on Organization click View Active only click on the Organization name for which you want to create new quotation (see red marked section).

After that click on the 3 dots on right hand side corner (see red marked) click on New Quotation

Once you click on New Quotation, the following screen will appear.

Here, you have to select contact person, quotation date, valid till date (i.e. quotation will be valid till the selected date), enter quotation description details if any and click Next button.

If the quotation is for a Product, then under the product tab click + icon (see red marked) and enter the product details and click Save icon button as show in the below screenshot.

To enter Terms & Conditions in quotation click on terms and conditions and save

Once you enter product/service details, terms and conditions click on Save and show details tab (If the quotation is for a Service, click on Service tab and update the details)

- To make changes to this quotation, click on Edit this Quotation.

- To send this quotation via email to the Lead, click on Email button. Quotation will be delivered to Primary email id of the organization.

- To download this quotation, click on Download

- To convert this Quotation to Proforma Invoice, click on Convert button against Convert to Proforma.

- To convert this Quotation to Tax Invoice, click on Convert button against Convert to Invoice.

Functions you can perform to the selected organization:

Select a particular organization and you can perform the following functions as highlighted in Red area in the above screenshot.

Functions you can perform to the selected organization:
Send Message: Sends message to the selected organization.
Select the organization Click ‘Send message on selection’ write the message and click Send
Send Email: Send email to the selected organization. Select the organization Click ‘Send Email on selection select Campaign and click Send Click Yes Move to trash/ delete: Deletes the selected organization. Select the organization Click ‘Move selected to Trash’ Yes
Transfer ownership: Transfer the ownership i.e. Assign the particular item to your employee. Select the organization Click ‘Transfer selected Ownership’ select Employee Name Transfer Click ‘Yes’
Import:Import the data to the crm software through an excel sheet.
Export:Export (download) the selected data to excel sheet.
Select the organization Click Export selected to Excel

Click on the organization name to get a detailed view as shown in the screenshot below.

Details of ticket (complaint) raised, enquiry made, meetings, quotation, invoices generated and the rest of the information can be viewed as highlighted in yellow in the above screenshot.

Click on the ‘Three dots’ on the right hand side and you can perform activities for this particular organization like creating a ticket (complaint), new enquiry, new quotation, new performa invoice and other functions as highlighted in Red in the above screenshot.

If you want to update any comments, write in the comments column and click on ‘Post’.

To set a reminder for this particular organization, click the ‘Bell’ icon.

To schedule a meeting with this particular organization, click the icon next to bell icon. (see green highlighted box in the above screenshot).

To change the nature of status for this particular organization, click on the respective button (see blue highlighted box in the above screenshot) and click on ‘Post’.

How to add New Contacts ?

Click Contacts Add New

Fill up the following contact details as shown in the below screenshot and click the save button.

How to view existing contact list ?

Click Contacts Contact List

All the contacts which you added will be shown here.

How to add New Enquiry ?

Click Enquiry Add New Update the fields as shown in the below screenshot click Next

Once you click next, the below page will appear where Product/service details has to be updated.

Enquiry can be of product or service, update as per your requirement need and click save button.

In the below screenshot page you can perform the following function:

- Post comments and update its Nature to hot, cold, mature and not interested

- Create a quotation against this enquiry

- Create Proforma invoice against this enquiry

Shows the list of enquiries and it’s status.

How to view enquiry list ?

Click Enquiry Enquiry List click on an enquiry to get a detailed view

Shows the list of service enquiry

How to view Service Enquiry ?

Click Enquiry Service Enquiry click on an enquiry to get a detailed view

Shows the list of Products enquiry

How to view Products Enquiry ?

Click Enquiry Products Enquiry click on an enquiry to get a detailed view

How to create Purchase Order ?

Click Purchase New Purchase Order Click Organization name for which you want to create new purchase order

Once you click, the following Page will come up as shown in the below screenshot. Fill up all the details and click Next.

After clicking ‘Next’ you will have to update the Product details by clicking + icon and click save button (see below screenshot).

Similarly, update ‘Services’ and ‘terms & conditions’ details by clicking the respective tab.

Once you update the details, click ‘Save and show details’ and hence Purchase Order is created as shown in the below screenshot.

How to Convert Purchase Order to Purchase Bill?

Click on ‘Convert this PO to Purchase Entry’ (see red marked section in above screenshot) to convert this Purchase Order to Purchase Bill

How to view /edit Purchase Order ?

Click Purchase Purchase Order List click on the organization name for which you want to edit purchase order

Once you do that, the following screen will appear

Perform the following functions from the above screen by clicking the respective tab:

Convert this purchase order purchase entry

Edit this purchase order

Cancel this Purchase Order

Download the purchase order

How to create New Purchase Bill ?

Click Purchase New Purchase Bill click on the organization name for which you want to edit purchase bill

The below page will appear

Fill up all the necessary details and click next.

Then add Product details and click save button. Similarly, update services, terms and conditions by clicking on its tab.

Once you update the above details, click ‘save and show details’

After saving the details the following screen will appear and hence Purchase Bill is created

How to view /edit Purchase Bill ?

Click Purchase Purchase Order bill click on the organization name for which you want to edit purchase bill

Once you do that, the following screen will appear

Perform the following functions from the above screen by clicking the respective tab:

Edit this purchase bill

Cancel this Purchase bill

Download the purchase bill.

How to create a quotation ?

Click Quotation New Quotation Click the organization against which you want to create a quotation

Fill up the details as shown in the below screenshot and click next button. To add quotation description, click, Master Quotation description click New Add subject and description and click save

Once you click Next, the following screen will appear where the product details has to be updated by clicking the + icon.

If the quotation is of any service, the click the services tab and update its details.

Similarly, updated the other charges and terms & condition.

Once you update all the details click ‘save and show’ details button.

Hence Quotation is created!

How to create Proforma invoice against a Quotation?

Click ‘Convert’ button against Convert to Proforma (see red marked section in above image)

Note: To convert this quotation to Proforma Invoice, then click ‘Convert’ button against Convert to Proforma.

Note: To convert this quotation to Invoice, the click ‘Convert’ button against Convert to Invoice

Select Contact Person Name, invoice date, due date, purchase order date, Enter description if necessary and click Next (see above screenshot)

Enter Product details by clicking on + icon under Products and enter the details, then click on Save icon

Then, click on Address Details tab and update the address and click Save and show details

Hence Proforma Invoice is created.

How to view Quotation List ?

Click Quotation Quotation List Click on any quotation to get a detailed view

How to create Proforma invoice ?

Click Invoice New Proforma Invoice click on the organization name for which you want to create Proforma invoice

Once you click on the organization, the following page will show where invoice details have to be updated. Click Next.

Click on + icon and products tab and update the fields as shown in the below screenshot and click save button.

Similarly, update services, other charges, terms & conditions and address details and click ‘save and show details’.

Hence Proforma Invoice is created !

How to view Proforma invoice list ?

Click Invoice Proforma Invoice List click on the organization name to get a detailed view

How to create New Tax Invoice ?

Click Invoice New Tax Invoice click on the organization for which you want create new tax invoice

Click on + icon click products tab and update the following fields as shown in the below screenshot click Save button.
Similarly, click on services, other charges, terms & conditions and address details tab click ‘save and show details’

Hence New Tax Invoice is created!

How to view Tax invoice list ?

Click Invoice Tax Invoice List click on the organization name to get a detailed view

How to create a New Sales Order ?

Click Sales Order New Sales Order Click the organization against which you want to raise a ticket

Once you click the below screen will appear.

Fill up the following contact details as shown in the above screenshot and click the Next button.

Once you click Next, the below screen will appear.

Then, click on ‘+’ icon and add fill up the above details as shown in the above screenshot and Click Save icon button.

Now, update the ‘Terms and Conditions’ by clicking on its tab as shown in the below screenshot and click ‘Save and show details’ button.

The following screen will appear and hence Sales Order is created.

You can also edit, change the status and cancel the sales order by clicking the respective buttons as highlighted in the above screenshot.

Contains the list of sales order created so far and also their current status (see below screenshot).

Click Sales Order Sales Order List Click on the Organization name against which you want to edit/view sales order

Click Work Order Issue work order click on the organization against which you want to create work order
Once you do that, the following screen will appear.

Update the fields mentioned as shown in the above screenshot and click next.

Enter the product details by clicking the Click + icon under Products tab and fill up the details as shown in the below screenshot.

Similarly, update services, other charges, terms and conditions by clicking on the respective tab and click save.

Click on Address details and update the following details as shown in the below screenshot and click Save.

Once you save all the details, work order will be created and the following screen will appear.

In the above screen you can also edit the work order, update the status of the work order to paid,unpaid and cancel.

How to view the list of issued work order ?

Click Work Order Issue work order click on the organization against which you want to view work order

How to create Challan ?

Click Challan New Challan Click Organization name for which you want to create new Challan

Once you click, the following screen will appear

Fill up the details as shown in the below screenshot and click next button

After clicking Next, the following screen will appear

Click, +icon and enter the details of the product as shown in the above screenshot and click Save icon button.

Similarly, update Installation products, terms and conditions by clicking the respective tabs and click save.

Once you save the above details, challan is prepared as shown in the screenshot below.

In the above screen you can edit the challan, change its status to pending, delivered, out and cancel,and also create invoice against the challan from the highlighted area in the above screenshot.

You can also download the challan from the above screen

How to view Challan list ?

Click Challan challan list

How to create New Project ?

Click project New Project click on the organization name for which you want to create a new project.

Then, the following page will appear. Here you will have to update the fields of the project as shown in the below screenshot.

Once you update the fields, click Next

The below screenshot will appear where project details will be shown

Click on each of the following tabs to update its details:
Bill of Material: Update items, unit, rate, quantity, received quantity, remaining quantity, total quantity
Task: Task name, task no., work hrs. Assigned, Progress %, start dt., end dt., status
Stock: New stock, req. list, recd. Materials, issue material and stock
Manpower: Labour name, mobile no., aadhar card no., pan card no., work address, salary, total hrs,salary type.
Complaints: Ticket subject, ticket description, priority, created time, last updated time, status,replied by.
A new ticket/complaint can be raised from here.

How to assign a project ?

Click Project Project List click on the Project name click on Assigned Person and select person name

How to view project list ?

Click Project Project List click on the Project name to view the details of the project

How to view request list ?

Click Project Request List click on the Project name to view the details of the request.

How to view request approve stock ?

Click Project Request approve stock

How to view Project Challan ?

Click Project Project Challan

How to view Project Stock ?

Click Project Project stock

How to view Employee Item Request ?

Click Project Employee Item Request

How to view Bill of Material ?

Click Project Bill of Material

How to create a Maintenance ?

Click Organization click View Contact only click on the organization name against which you want to create contract click on the three dots (see red highlighted area in 2nd screenshot) click on New Maintenance

Then below screen will appear. Update the fields as shown in the below screenshot and click Save.

Maintenance contract is successfully created.

But what if there is no product in ‘Product Name’ field, in this case you will have to add a Product in CRM

How to add Products in Master?

Click on Master Products click on + icon Now enter all the fields and click save icon button

Fields which you have to update are as follows:

Category- Category of the product i.e. Lighting, Industrial machinery, Kitchen equipment, Home appliances etc.

Manufacturer- Name of the product’s manufacturer.

Model No- Product model no.

Item Code- Product item code

Product Name- Name of the product

Unit– No. of unit

Short Description– Description of the product

Rate– Price of the product/unit

Weight– Weight of the product (in Kgs.)

Weight Unit– Weight of the product/unit (in Kgs.)

Purchase Rate- Purchase rate of the product

Tax (%)– Enter tax rate if applicable, it will be in numerical only

Part Number– The unique number of the product

Reorder Level- The minimum number of item which a firm holds in stock. When a stock falls to this amount, the item must be reordered.

Opening Stock- The number of items available for the next accounting year.

Capacity- The total number of items the inventory can hold.

Warranty– Select the product warranty if applicable

Sort Order- The sequence in which the product will be shown in list

Warranty Start From- Select bill date or installation date accordingly

Product Type– Select ‘Required Installation and Serial No.’ if the product you have selected is in warranty and needs installation

Select ‘Required Serial No.’ if the product is in warranty and does not require installation.

Select ‘None’ if both are not applicable.

Enable To Sale – Tick the checkbox, if the product is valid for selling

Enable To Purchase - Tick the checkbox, if the product is valid for purchasing

Demonstration – Tick the checkbox, if the product requires demonstration

How to Edit Product details?

Click Master click Product click on Edit (icon (see red marked section in below screenshot)) icon button Make the changes and click save icon button against product Name

How to delete Product details?

Click Master click Product click on delete icon (see red marked section in below screenshot) button against product Name

How to check products which are pending for installation ?

Click Maintenance contract Pending Installations click on the organization name to view product details, installation details, ticket raised for the contract.

See below screenshot

All the products for which installation is pending will be listed here.

How to check products in warranty?

All the products which are in warranty is listed here

Click Maintenance contract products in warranty List of products in warranty is displayed click on organization name to get a detailed view of products in warranty

How to convert to AMC for products in warranty?

Click Maintenance Products in warranty Click on the organization for which you want to convert to AMC click ‘Convert to AMC’ tab Select Contract Start Date, Service type, Period type, enter Period, add remarks if necessary.

(See below screenshots)

You can also Edit and Renew the AMC from the above screen (see red marked area)

To arrange a Service Visit, click on the Service Visit tab select date for service visit select interval period enter Period click Save

Click Maintenance Products in Maintenance click on the organization name to get a detailed view of the product, contract visit and ticket raised for the particular product.

Click Maintenance Upcoming Services

List of upcoming Services is displayed. You can filter the data the nearest date of upcoming service.

How to view Service visit ?

Click Maintenance Service Visit List of products and the status of service visit is displayed (see below screenshot) click on any of the product to update the status

Update the service visit details like travel allowance, remarks, visited and click save

How to add New Contract ?

Click on Organization View Active only click on the organization name for which you want to create a new project click on 3 dots New Project

Click on + icon and enter the details of the contract and click Save button.

How to view upcoming visits ?

Click on Contract upcoming visits

How to assign engineers for a contact?

Click on Contract upcoming visits select the contract click on Assigned engineer icon select the engineer name click Transfer button

How to view Service Visits details ?

Click on Contract Service visits

Here you can view all the service visit details.

A Ticket is raised when you want to intimate the support team about issues faced while using the product or service. Once the ticket is raised, the support team is intimated and action is being taken to resolve the issue.

How to raise a New Ticket/Complaint ?

Click Ticket New Ticket

Once you click the below screen will appear.

Select the organization against which you want to raise a ticket.

Select the product against which you want to raise a ticket. Like in the below screenshot we are raising a ticket for Samsung galaxy mobile (see below screenshot – red highlighted area).

Click on the product and the below screen will appear where you have to mention the complaint details. Enter Subject line, select the appropriate dept., select priority (seriousness of the complaint as high, normal, low), explain the complaint in detail in the main body and click Save.

Ticket is created as seen in the below screenshot.

Click Ticket Ticket List

Shows a list of ticket raised so far.

How to assign a ticket to an employee ?

Click Ticket Assign Ticket visit Tick the check box against the organization name click ‘Assigned Engineer’ icon as shown in the below screenshot’s red highlighted box.

Then, the following screen will appear as shown in the below screenshot.

Select the Engineer name from drop down list you want to transfer the ticket and click Transfer.
Ticket is successfully transferred as shown in the below screenshot. Click OK.

How to add data source name ?

Click Master click + icon and enter data source name click save button

Data source means from where you sourced the contact for example: just dial, yellow pages etc.

How to add branch name ?

Click Master Branch click + icon and enter all the fields as shown in the second screenshot and click save button icon.

How to add Bank Name ?

Click Master Bank click + icon and enter the bank details click save button

How to add Organization type ?

Click Master Organization type click + icon and enter organization type name click save button

How to add Department ?

Click Master Department click + icon and enter department name click save button

How to add Industry ?

Click Master Industry click + icon and enter Industry name click save button

How to add services ?

Click Master services click + icon and enter services details click save button

How to add Manufacturer ?

Click Master Manufacturer click + icon and enter Manufacturer name click save button

How to add category ?

Click Master category click + icon and enter category name click save button

How to add product ?

Click Master product click + icon and enter product details click save button

How to add Other Charges ?

Click Master Other Charges click + icon and enter Other Charges click save button

How to add Quotation Description ?

Click Master Other Quotation Description click New and enter subject & Description click save button

How to add Terms and Condition ?

Click Master Terms and Condition click New and enter subject and Terms & Conditions click save button

How to add Tax ?

Click Master Tax click + icon and enter tax details click save button

How to add Reason (lead lost reason) ?

Click Master Reason click + icon and enter reason name click save button

How to add AMC Feature name ?

Click Master AMC Feature click + icon and enter feature name click save button

How to add Addition/Deduction?

Click Master Addition/Deduction click + icon and enter the details click save button

How to add Particular ?

Click Master Particular click + icon and enter the Particular name click save button

How to add Inventory Location ?

Click Master Inventory Location click + icon and enter the details click save button

This is a SMTP setting for a group of people

How to add Common SMTP settings ?

Click Master Common SMTP settings Fill all the mandatory fields click save button

This is an SMTP setting for an individual user

Click Master SMTP settings Fill all the mandatory fields click save button

How to add Common SMTP settings?

How to change password?

Click Master change password Enter current, new and re-type new password click save button

How to create a new email campaign?

Click Master Email Campaign Enter subject line and description for email campaign click save button

How to add Employee ?

Click Employee New Employee

Fill up the following details as shown in the below screenshot and click the save button.

Employee created!

How to view employee list ?

Click Employee Employee List

List of employees will be displayed as shown in the below screenshot.

Click on the employee name to get detailed information (see below screenshot)

How to add Employee group ?

Click Employee Employee group click + icon and add group name and click save button. See below screenshot.

List of employees will be displayed as shown in the below screenshot.

Click Employee Employee shift Fill up the fields as shown in the below screenshot and click save button

How to add New Product Request ?

Click Employee New Product Request Fill up the fields as shown in the below screenshot and click Next button

Fill up the details as shown below and click save and show details.

New Product Request is created.

Expenses incurred can be entered here.

How to add expense data ?

Click Expense click + icon and update the fields click Save

How to assign engineer for installation ?

Click Reports click on the checkbox button for which you want to assign an engineer click on Assigned Engineer button select engineer name and date of installation click Transfer

Hence Transferred!

How to view products which are in warranty period ?

Click Reports Warranty Period Product products in warranty are shown in a listed manner click on it to get a detailed view.

How to view Maintenance Services ?

Click Reports Maintenance Services click on it to get a detailed view.

How to view Services Engineer visit details ?

Click Reports Services Engineers List of service engineer visit is displayed
To update the data, click on the field and update travel allowance, visited and remarks if any and click save.

How to view a list of AMC Products ?

Click Reports AMC Product List List of products in AMC is shown

How to view Enquiry List ?

Click Reports Enquiry List

How to view Service Enquiry ?

Click Reports Service Enquiry

How to view Products Enquiry ?

Click Reports Products Enquiry

How to view the reason due to which the enquiry was lost ?

Click Reports Enquire by Lost Reason

How to check all the meetings ?

Click Reports Meetings Double click on any of the meetings to update/edit

How to view all comments ?

Click Reports Comments

How to view all the quotations created ?

Click Reports Quotations click on it to get a detailed view.

How to view all the invoices created ?

Click Reports Invoices

How to view all the Sales Order created ?

Click Reports Sales Order click on it to get a detailed view.

How to view all the issued Work Order created ?

Click Reports Issue Work Order click on it to get a detailed view.

How to view all the Overdue Invoices ?

Click Reports Overdue Invoices click on it to get a detailed view.

How to view all the Request List ?

Click Reports Request List click on it to get a detailed view.

How to view all the Purchase Orders ?

Click Reports Purchase Orders click on it to get a detailed view.

How to view all the Challan created ?

Click Reports Challan click on it to get a detailed view.

How to view all the Purchase Bill created ?

Click Reports Purchase Bill click on it to get a detailed view.

How to view all Invoice against c form created ?

Click Reports Invoice against c form click on it to get a detailed view.

How to view all the Invoice Product created ?

Click Reports Invoice Product click on it to get a detailed view.

How to view all the Invoice services created ?

Click Reports Invoice services click on it to get a detailed view.

How to view all the Purchase Bill Product created ?

Click Reports Purchase Bill Product

How to view all the Purchase Bill services created ?

Click Reports Purchase Bill services

How to view all Projects created ?

Click Reports Project click on it to get a detailed view.

How to view all Contracts created ?

Click Reports Contracts click on it to get a detailed view.

How to view all Tickets created ?

Click Reports Tickets click on it to get a detailed view.

How to view all cheques Received ?

Click Reports Received cheque

How to view all cheques issued ?

Click Reports Issued cheque

How to view all Assigned Ticket ?

Click Reports Assign Ticket click on it to get a detailed view.

How to view all visits to Assigned Ticket ?

Click Reports Assign Ticket visit click on it to get a detailed view.

How to view all Ticket visits ?

Click Reports Ticket visit click on it to get a detailed view.

How to view all stocks ?

Click Reports Stock click on it to get a detailed view.

How to view all Collection statements ?

Click Reports Collection statement

How to view all Statement ?

Click Reports Statement

Here, you can access MIS (Management Information System) reports ?

How to access Invoice List Report ?

Click MIS Invoice List Report

Following are the functions you can perform from the highlighted area in below screenshot:

- Display search window

- Print the report

- Prints the current page

- Export the report in various file formats and save it to the disk

How to access Quotation List Report ?

Click MIS Quotation List Report

Following are the functions you can perform from the highlighted area in below screenshot:

- Display search window

- Print the report

- Prints the current page

- Export the report in various file formats and save it to the disk

How to access Proforma Invoice list Report ?

Click MIS Proforma Invoice list Report

Following are the functions you can perform from the highlighted area in below screenshot:

- Display search window

- Print the report

- Prints the current page

- Export the report in various file formats and save it to the disk

How to access Cheque & Cash Receipt ?

Click MIS Cheque & Cash Receipt

How to access Rental details ?

Click MIS Rental details

Following are the functions you can perform from the highlighted area in below screenshot:

- Display search window

- Print the report

- Prints the current page

- Export the report in various file formats and save it to the disk

Complaints by product model will be shown in a bar graph format

How to access Complaint by Model no. ?

Click MIS Complaint by Model no.

Following are the functions you can perform from the highlighted area in below screenshot:

- Display search window

- Print the report

- Prints the current page

- Export the report in various file formats and save it to the disk

How to assign Admin Rights to a User?

Click Employee Employee Group click on Group name

Double click on the Group Name for which you want to assign user rights select the user rights features by clicking on the check box click Save click Yes