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Setup
Configuring the domain-wide settings for the CRM module
The CRM module enables you to use MangoApps as a standalone CRM or integrate with your existing CRM system to sync opportunities from them. MangoApps supports integrating with CRM packages such as Salesforce, and Siebel, into MangoApps; giving your CRM a full collaboration workspace. It helps you engage a perfect team and expertise together to convert opportunities into deals for your company.
Network admins can change the system default label and other domain-wide settings of the CRM module.
Admin Portal > Modules > CRM > Setup
- 1.Opportunity Label: Enter a custom label for the individual opportunities on the domain. This value is used to determine what opportunities are referred to as in the User Portal.
- 2.Select a Provider: Select the preferred CRM provider fro your domain.
- MangoApps: Select the MangoApps option to use the built-in MangoApps CRM provider to store and manage all your sales opportunities.
- Salesforce: Select the Salesforce option to use Salesforce as the CRM provider and fetch all your latest opportunities from your configured Salesforce system. If enabled and configured, hides the Stages, Types, Lead Sources, and Opportunities Access pages from the Admin Portal for the CRM module since all the data will be directly fetched from Salesforce.
- Siebel: Select the Siebel option to use Siebel as the CRM provider and fetch all your latest opportunities from your configured Siebel system.
- 3.Currency: Select the currency for the amount in all opportunities. If the currency is changed in future, then the existing amounts will NOT be automatically converted to the new currency.
- 4.Save Settings: Click the Save Settings button to apply the settings to the module.
- 5.Export All Opportunities: Click the Export All Opportunities button to export all the opportunities on the domain to a .csv file with the details - Title, Account, Description, Amount, Type, Lead Source, Probability, Close Date, and Stage.
- 6.Create Opportunity: Click the Create Opportunity button to open the Create Opportunity pop-up and add a new opportunity in the User Portal.
The translate option of your domain in the Admin Portal (Admin Portal > Domain > Translate) MUST be deactivated to edit the module label.
Activating and Deactivating the translate option of your domain in the Admin Portal (Admin Portal > Domain > Translate) resets the custom label text.
Configuring Salesforce as the CRM provider
- 1.Web Services URL: Enter the URL for the Salesforce system account.
- 2.Username: Enter the administrator's username of the Salesforce account.
- 3.Password: Enter the administrator's password of the Salesforce account.
- 4.Security Token: Enter the unique security token for the Salesforce account.
- 5.Consumer Key: Enter the unique consumer key for the Salesforce account.
- 6.Consumer Secret: Enter the unique OAuth consumer secret generated for your Salesforce account.
- 7.Cache data in MangoApps?: Mark the checkbox to cache the Salesforce data in MangoApps.
- 8.Test Connection: Click the Test Connection button to check the entered details and connect to the configured Salesforce account.
- 9.Save Settings: Click the Save Settings button to apply configurations for the Salesforce provider for the CRM module and fetch the latest opportunities into MangoApps.
Opportunity creators from Salesforce become new network users in MangoApps, if they are not already present in the domain. MangoApps sends an invitation email to all these new users with their login credentials.
Configuring Siebel as the CRM provider
- 1.Web Services URL: Enter the URL for the Siebel system account.
- 2.Meta Data Web Services URL: Enter the URL for the meta data web services of your Siebel system account.
- 3.Username: Enter the administrator's username of the Siebel account.
- 4.Password: Enter the administrator's password of the Salesforce account.
- 5.Do you want users to get notified via email once they are added to opportunities?: Mark the checkbox to send an email to the users when they are added to opportunities in MangoApps.
- 6.Cache data in MangoApps?: Mark the checkbox to cache the Siebel data in MangoApps
- 7.Save Settings: Click the Save Settings button to apply configurations for the Siebel provider for the CRM module and fetch the latest opportunities into MangoApps.
Opportunity creators from Siebel become new network users in MangoApps, if they are not already present in the domain. MangoApps sends an invitation email to all these new users with their login credentials.
To add a new opportunity in MangoApps:
Adding a new opportunity
- 1.Click the Create Opportunity button to open the Create Opportunity pop-up.
- 2.Enter a title for the opportunity in the Opportunity Title text box.
- 3.Enter an account for the opportunity in the Account text box. The account name entered here is added to the Companies list in Admin Portal > Domain > Companies.
- 4.Enter a description for the opportunity in the Description text box.
- 5.Enter the estimated amount for the opportunity in Amount text box.
- 1.Select the type of amount from the opportunity.
- Fixed Bid: The opportunity amount is a fixed bid.
- Per Year: The amount per year for the period of selected years.
- Per Month: The amount per month for the period of selected months
- 6.Select the type of opportunity from the Type drop-down.
- 7.Select the lead source of opportunity from the Lead Source drop-down.
- 8.Enter the probability of success of the opportunity in the Probability text box.
- 9.Select the deadline date for the opportunity in the Close Date text box.
- 10.Select the current stage of the opportunity from the Stage drop-down.
- 11.Click the Create button to add the opportunity on your domain.
Only network admins, the users invited to opportunities, and the users explicitly granted Opportunities Access permission (via Admin Portal > Modules > CRM > Opportunities Access) can view them in the User Portal.
No, guest users CANNOT be invited to opportunities in MangoApps.
To see how these configurations impact the Team CRM on the User Portal, see Team CRM in the User Portal Guide.
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Last modified 3d ago