Setting Up Your CRM

This tutorial guides you through setting up your profile and practice settings before diving into the CRM itself.

Welcome to ClientManager CRM! We're thrilled to have you on board and are confident you'll quickly discover the benefits, from saving time on form-filling to ensuring compliance by tracking client interactions. To help you hit the ground running, here's a quick guide to setting up your profile and practice preferences.

1. Setting Up Your User Profile

Your user profile is crucial as it populates forms, drafts client communications, and brands CRM-generated documents on your behalf. We recommend filling this out as thoroughly as possible.

Step-by-Step Guide:

1. Once you've logged in, click on your name in the top right corner of the screen.
2. From the dropdown menu, select 'Profile'.
3. On the 'Your CRM User Profile' screen, fill in all relevant details, including:
   • Your broker code
   • Contact information
   • Practice address
4. Ensure all fields are completed comprehensively to maximise the CRM's automated features.

Tips and Best Practices:

• A complete profile ensures accurate and consistent information across all your client interactions and documents.

2. Configuring Practice Settings

After setting up your individual profile, it's time to tailor the CRM to your practice's specific needs.

Step-by-Step Guide:

1. Go back to your name in the top right corner of the screen.
2. From the dropdown menu, select 'Settings'.
3. Click on 'Practice Settings'.
4. Here you can set up basic items such as:
   • The currency you'd like your practice to work in.
   • The tags you'd like to use for organisation.

3. Messaging Setup (SMS Communication)

ClientManager CRM allows for seamless SMS communication with your clients, enabling you to send messages and receive replies directly within the system.

Troubleshooting:

• If you don't see any information under the 'Messaging' section, please send us an email. We'll help you get set up with SMS capabilities.

Benefits:

• Efficiently communicate with clients.
• Keep a centralised record of all SMS interactions within the CRM.

4. Managing Team Permissions

It's important to ensure your team members are listed correctly and have the appropriate access levels within ClientManager CRM.

Step-by-Step Guide:

1. From the 'Settings' menu, click on 'Permissions'.
2. Verify that all members of your team are listed.
3. Under 'Groups', ensure that:
   • All advisors are marked as 'Advisors'.
   • Admin and other staff members are marked with their appropriate roles.
4. To set specific permissions for each team member:
   • Click on the 'Edit' button next to their name.
   • Review the available permissions and select which ones each member should have in your practice.
   • The 'Edit' button will also provide a description of what each permission entails.

Tips and Best Practices:

• Regularly review permissions to ensure they align with team roles and responsibilities.
• Granting the right permissions helps maintain data security and streamlines workflows.

Once you've completed these setup steps, you're all set and ready to start making the most of ClientManager CRM!

Should you have any questions or require further assistance with any of these sections, please don't hesitate to reach out. We're happy to revise or expand on any information provided here.