Perfex CRM – Flat theme

Introduction

Perfex CRM is a powerful and feature-rich CRM (Customer Relationship Management) system designed to help you manage your sales, marketing, and customer service operations efficiently. The Flat theme is one of the most popular and widely used themes in Perfex CRM, known for its simplicity, clarity, and ease of use. In this tutorial, we will guide you through the step-by-step process of using Perfex CRM with the Flat theme, covering its basic features, settings, and customization options.

Before You Begin

To use Perfex CRM with the Flat theme, you'll need to have a registered account and a working copy of the software installed on your server or locally on your computer. Make sure you have the latest version of Perfex CRM and the Flat theme installed. If you're new to Perfex CRM, start by exploring the basic layout and features of the application.

Step 1: Logging In and Initial Setup

1. Go to your Perfex CRM login page and enter your username and password.
2. Once you're logged in, take a moment to familiarize yourself with the basic layout of the application. Notice the top navigation bar, the sidebar, and the main content area.
3. Click on the Settings icon () from the top navigation bar, then select System from the dropdown menu.
4. In the System Settings page, make sure the Time Zone is set correctly. You can also update your Currency settings if needed.
5. Click Save to save your changes.

Step 2: Configuring Your Profile

1. Click on your user profile picture or name () from the top navigation bar, then select Edit Profile from the dropdown menu.
2. Fill in your Full Name, Email, and Phone Number as desired.
3. Click Save to update your profile information.

Step 3: Navigating the Main Screens

1. From the main content area, click on the Contacts, Leads, or Accounts tabs to access the respective screens.
2. Notice the following key elements on each screen:
   • Filters: Use these filters to narrow down your results. You can filter by company, contact, or tag.
   • Tabs: Each tab represents a different view or layout, such as List or Details.
   • Actions: These buttons allow you to perform actions such as create, edit, or delete records.
3. Hover over each element to read the tooltip text, which provides additional information and guidelines.

Step 4: Creating and Managing Contacts

1. Click on the Contacts tab to access the contacts list.
2. Click on the Create Contact button () to create a new contact.
3. Fill in the contact details, such as name, email, phone number, and company.
4. You can also add a Tag to organize your contacts. To create a new tag, type the tag name in the Tag field, then press Enter.
5. Click Save to create the contact record.

Step 5: Creating and Managing Deals

1. Click on the Leads tab to access the leads list.
2. Click on the Create Deal button () to create a new deal.
3. Fill in the deal details, such as contact, company, and status.
4. You can also add a Probability and Stage to track the deal progression.
5. Click Save to create the deal record.

Step 6: Customizing Your Layout

1. Click on the Layout icon () from the top navigation bar, then select Customize Layout from the dropdown menu.
2. From the Layout Settings page, you can:
   • Add or Remove modules, such as the calendar, dashboard, or contacts list.
   • Customize the module arrangement and size.
   • Save your layout changes.

Step 7: Exploring Reporting and Analytics

1. Click on the Reports tab to access the reporting dashboard.
2. Select a report from the list, such as the Contacts Report or Deals Report.
3. Customize your report by filtering, grouping, or sorting data as needed.
4. You can also export your report data to CSV, PDF, or Excel.

Conclusion

Congratulations! You have completed the Perfex CRM Flat theme tutorial. With these basic steps and features, you should now be able to effectively manage your sales, marketing, and customer service operations. Remember to explore the numerous customization options and settings within Perfex CRM to fine-tune your application according to your specific needs and preferences.