Regions

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

You can create a custom list of regions in CORE CRM to indicate the area of origin of your leads and prospects, e.g., North America, Asia-Pacific, Middle East, etc. It refers to the common locations for your company’s leads and prospects. This helps in the categorization of leads and prospects. Click to watch this video on creating CRM lists in CORE.

crm_list_thumbnail.png

Field Descriptions

Basic Tasks

Add Regions

View Reports

Advanced Tasks

Export Regions

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
CRM Lists > Regions >
Region Name of a region, say Asia Pacific.
Active Indicates whether a region is active available to be used for leads and prospects.

 

Add Regions

To add a region, watch this video or follow these steps:

  1. Open the Regions screen from the side menu > Settings > CRM.

    regions create.png

  2. In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.
    • Region

    • Active

  1. Click Done.

The new region is displayed in the grid.

View Reports

To view a report:

  1. Open the Regions screen from the side menu > Settings > CRM.

    regions reports new.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

Export Regions

In CORE, you can export the regions to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export region records to a .CSV file, watch this video or follow these steps:

  1. Open the Regions screen from the side menu > Settings > CRM.

    regions export new.png

  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Regions screen from the side menu > Settings > CRM. 

    Regions -Mark as fav.png

  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.
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