LogixCRM
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  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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On this page
  • Features
  • 1. Dashboard
  • 2. Leads
  • 3. Accounts
  • 4. Opportunities
  • 5. Reports
  • 6. Fuzzy / Phrase search
  • 7. Setup menu
  • 8. Language
  • 9. Login profile
  • A. Daily / Recent counter
  • B. Open tasks
  • C. Quick reports
  1. LogixCRM Basics

About LogixCRM

PreviousWelcome!NextAuthorization and information security

Last updated 2 years ago

The LogixCRM is a user-friendly and easy-to-use platform for customer relationship management. It helps you administer authorization, conduct levels of your customers – leads, accounts, and opportunities, and systemize their personal and trading information.

Features

The operation interface below gives you an overview of the features of the LogixCRM.

1. Dashboard

Displays quick views of new clients of the current date, open tasks, and reports.

2. Leads

Shows your sales contacts or prospective customers per the default view or a custom view.

3. Accounts

Displays accounts that are converted from leads per the default view or a custom view.

4. Opportunities

Presents opportunities that derive from accounts per the default view or a customer view.

5. Reports

Enables you to create statistical reports and configure report views of the dashboard.

6. Fuzzy / Phrase search

Fuzzy search allows you to find strings that match pattern approximately. You can enter a keyword to search for information that match with the word or phrase that you designate.

7. Setup menu

Facilitates you to set up the environment and status of the LogixCRM you need.

8. Language

Choose the language of the application interface.

9. Login profile

Allows you to edit your profile or sign out.

A. Daily / Recent counter

Shows your daily or recently accessed clients.

B. Open tasks

Reminds you to check the open tasks of yours or team members.

C. Quick reports

Presents quick report views for you to check out in an instant.

LogixCRM Features