10: CRM, Task & Leads Settings

CRM Settings

Before using the CRM functions in BrewMan, you will need to configure your Settings.

Go to Administration > Settings > Contacts > Communication Subjects.

Subjects are used when logging communication with Outlets, allowing them to be quickly categorised by topics. These can be anything you wish, examples might include: "Sales", "Finance", "Feedback", or "Distribution".

Click New Communication Subject in the bottom right and add as many different topics as you wish.

Next, go to Administration > Settings > **Contacts > Communication Types.

Communication Types**
are used when logging communication with Outlets, specifying which method of contact was used. Examples might include "SMS", "Email", "Site Visit" or "Incoming Call".

Click New Communication Type in the bottom right and add as many as you wish.

Task Settings

Tasks can be used in the system to remind users to complete actions such as a recurring phone call with a customer, label some containers or carry out a temperature check on a brew. Before using them, you will need to configure some Settings.

Go to AdministrationSettings > **Tasks > Task Queues.

Task Queues**
are used to filter Tasks between departments or functions. For example you may wish to create Queues for "Production", "CRM", "Back Office", or "Local Sales Area".

Click New Task Queue in the bottom right and enter the names of the Queues you wish to create.

Next, go to AdministrationSettings > **Tasks > Task Types.

Task Types**
can be used to categorise and filter Tasks and demonstrate to the user quickly what the task requires. Examples might include "Call", "QC Test", "Visit" or "Email."

Click New Task Type in the bottom right and enter the names of the Types you wish to create.

Lead Settings

Before using Leads in BrewMan, you will first need to configure your Settings.

Lead Loss Reason

Go to Administration > Settings > Tasks and Leads > Lead Loss Reasons.

Lead Loss Reasons allow you to tell BrewMan the reason where/why a lead has been lost. You will have the option to add further notes when marking the Lead as Lost.

Click Create Loss Reason in the bottom right and add as many different reasons as you wish.

Next, go to Administration > Settings > Tasks and Leads > Lead Source.

Lead Sources will allow you to see where your Leads are coming from. This can help you evaluate the success of your sales and marketing efforts.

Click Create Lead Source in the bottom right and add all of your sales avenues.

Lead Pipeline Stages

Now, go to Administration > Settings > Tasks and Leads > Lead Pipeline Stages.

Lead Pipeline Stages will allow you to name the stages in your sales pipeline to match your sales processes. The order of the list will dictate the order of the Stages with the top lane on the list being the furthest left lane.

Click Create Pipeline Stage in the bottom right corner of the screen and enter the pipeline stages you wish to create.

Click here to go to the Leads & Leads Pipeline help guide to find out how to use them.

If you have not completed all of the other setup steps, find them below.

The guide assumes that you are importing your data in bulk. To add individual new items or for more detail on all the relevant fields, please see the guides below:

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Page Created: 12/07/2021 
Last Updated: 11/02/2022