...

To verify your installation, log into the Lead Liaison app and navigate to the Home Screen. An extended Sales menu should be located directly beneath the Dashboard option. You should also see an orange asterisk symbol in the lower right of your screen – this is the CRM Sales Shortcuts. If this is not correct, please inform you representative so we can verify your activation.

...

Note: if you onlysee the Sales Emails option, the CRM is not running. Make sure you have an LMA™ subscriptions and request your Revenue Performance Specialist to activate OneFocus™ on your account. If you still don't see the additional options, please visit support.leadliaison.com, or contact your representative.

Using the Sales Shortcuts

We've created Sales Shortcuts that are accessible from every screen. To access the Sales Shortcuts, mouse over the orange asterisk symbol in the bottom-right corner of the screen.

...

To learn more about adding new objects and detailed instructions for doing so, visit the individual pages linked in the section below.

Using OneFocus™

Prospects

OneFocus™ CRM changes the way Lead Liaison™ displays Prospect Profiles. From the CRM-version of the Prospect Profiles screen, you can view any Organizations, Attachments, Activities, Deals, and Contracts associated with the Prospect. You can also still see contact information, automatons, and lists shown in the non-CRM version.

Main Article: Prospects in OneFocus™

Organizations

OneFocus™ adds an Organization Profile to the Lead Liaison platform. You can view any Prospects, Attachments, Activities, Deals, and Contracts associated with the Organization. You can also add Notes, Tasks, and new Attachments.

Main Article: Organizations in OneFocus™

Deals

Deals are the sales opportunities within a Pipeline. Users can create a deal as soon as they can enter a value for the sale. You can associate deals with Prospects and Organizations, and keep up to date on tasks from the Manage Deals page. 

Main Article: Deals in OneFocus™

Contracts

The Contracts page shows all of the Contracts you've put into the system. From this page, you can add a new Contract, edit and existing Contract, or delete a Contract.

Main Article: Contracts in OneFocus™

Notes

Notes are an excellent way to keep track of your interaction with Prospects. For example, you may wish to note that a Prospect prefers a certain kind of food, or that an Organization's decision-making process follows a particular flow.

...

The three drop-down menus at the top of the New Note form allow you to search for the Prospect, Organization, or Deal you want to associate the note with. Use the text editor to format your Note. The Note will appear in the Timeline on their profile page. 

Tasks

Tasks represent the activities you perform while working with a Prospect, Organization, or Deal. Your organization may track the number and type of tasks you complete per week, so make sure you review with your sales manager. 

...