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Analysis and metrics

Analysis and metrics serve as a way for segmenting the given information. They can be used in in different modules of the system. For example, with the analysis options you can easily organize and categorize the leads going through different sales process stages (Cold contact, Prospect, Closed, etc.).

To start using Analysis, first you need to create a category and then you can add different codes to it.

You can go to ‘Administration’ menu and choose ‘Categories’ or ’Codes’.

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Another way to create quickly a category or a code is to use the search options. You can press Ctrl + Shift + K or click on the search icon and switch navigation to functions from the icon to the right. Then type any part of the function you are looking for and you can find it in the drop-down menu.

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  • Analysis Categories

When you go to the list of available categories, you can create a new one, edit the available categories, or delete a category, if it is not used to store any data.

Click on the ‘New’ button to add a new category.

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Depending on your business needs and work flow, you can create various categories, for example: Marketing Campaign, Referral, Language, etc.

When filling in the fields to create a new category, you need to enter alias (a name for you to recognize the category easily – it can match the name of the category), name and input type. The input type is the way you enter information in the analysis code field and can be selection from a list, free text entry or multiple choice selection.

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  • Analysis Codes

The list of analysis codes has the same options as those of categories - you can create a new code, edit the available ones, or delete a code.

One way to create a new analysis code is to click on the ‘New’ button. You will be able to manually select the category from a dropdown list. Then you can enter alias and name, the same way as for categories.

You can manually set the status as well – if this code will no longer be needed, you can set the status to “Suspended” (temporary not used) or “Closed”.

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  • Using Analysis and Metrics in the CRM

For each separate list, you can choose to add a category. Select the category from the drop-down menu. You can rename the field or use the same name. If the information is mandatory, you can check the box under “Required Field”. If you don’t want to use the field temporary, you can check “Hide Field”. In the last column you have the options to delete or reorder fields. You can only delete fields that don’t contain any information – if you want to remove it from the list, first you need to make sure all information is removed.

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Further to that, you can use one and the same category as many times as needed.

Let’s say you want to add skills to a list named Freelancer Contractors. You can add the category “Skills” as many times as needed and give different name for each field, for example Computer Literacy, Language & communication, Organizational.

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Now add a new account to the list of Freelancer Contractors. You can select a code from the dropdown list (if you have added any codes to the category “Skills”). Or you can fill in a new code in the field and click on “Add …”.

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After you save the information it will be available in the account profile.

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