How to access your CRM
On the left side of your screen, click on "CRM"
2. How Duranta’s CRM works
Duranta’s CRM is organized into Leads, Proposals and Clients
You can navigate through the sections at the top
Search to find an individual record
Lead: a property owner or manager for whom you are looking to make an estimate or a proposal for the first time.
Proposal: an estimate that finishes as a document that you send to a landscaping lead or client explaining what services you will perform and what prices you will charge.
Client: is a property owner or manager whom you have serviced before.
3. Managing your leads
Select the ellipses (…) on the right of a lead, you will see a menu of operations that you can perform.
💡Note: Archiving a lead removes it from your view, but does not permanently remove the record. Deleting the lead permanently removes the lead and any records associated with it.
You can filter your leads.
💡Pro-tip: we recommend that you archive closed / lost leads. You will be able to later filter them and try to sell them in the future.
4. Managing your proposals
Proposals are organized in the following categories:
Draft
Sent
Opened
Approved
Archived
Select the ellipses (…) on the right of a proposal to see a list of operations
Filter to organize
💡Pro-tip: Set your filter to “Opened". You will be able to quickly see who has opened your proposal and who you need to follow up with.
5. Managing your clients
Clients are ordered chronologically
You can switch the order by clicking on the double arrows in the top left corner of the screen
Click on any client to get more information about it
Please contact [email protected] if you need help or have questions.