Priorities

Overview

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

You can create a custom list of priorities for your leads, prospects and opportunities to indicate how important they are for your company. In other words, you can set priorities for your leads, prospects and opportunities in some order using this list, with each priority having a specific numeric value. E.g., your priorities can be Low, Medium and High, with a value associated with its order. Click to watch this video on creating CRM lists in CORE.

crm_list_thumbnail.png

Field Descriptions

How To

Add Priorities

View Reports

Export Priorities

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
CRM Lists > Priorities >
Priority ID Name of a priority, e.g., High, Low, Medium.
Active Indicates whether a priority is active and available to be used in opportunities or for leads and prospects.
Order Numeric value associated with the order of a priority, say 1, 2, 3 and so on, automatically assigned by CORE. A lower value indicates a higher priority.


Add Priorities

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

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

    priorities 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.
    • Priority ID: e.g., High, Low, Medium.

    • Active

  1. Click Done to save. The new priority is displayed on the grid with the order assigned automatically.
  2. You can change the order of the priority by dragging the icon on the left up or down in the grid. The numeric value of the field changes accordingly.

View Reports

To view a report:

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

    priorities 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.

You can also check the detailed video on running and managing reports in CORE.

Export Priorities

In CORE, you can export the priorities 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 priority records to a .CSV file, watch this video or follow these steps:

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

    export priorities 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.

You can also check the detailed video on exporting data in CORE.

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 Priorities from the side menu > Settings > CRM. 

    Priorities - Mark as FAV.png

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

You can also check the detailed video on marking screens as favorite in CORE.

Was this article helpful?
0 out of 0 found this helpful