Adding the CRM template

The CRM can be a top-level site or a subsite of another site.

The CRM application template can be used to manage customer data such as companies, contacts, tasks, conversation records, and sales funnel (sales opportunities).

To add the CRM template

1	Open Sites and workspaces in SharePoint.

2	Click Create.

3	Complete the site information and select the CRM Site template under the Custom tab.

4	Click Create.

Next, you must configure the administrator group. The member of this group will see the Administration Pages panel in the panel menu.

To configure the administrator group

1	Open People and groups in SharePoint.

2	Click New to create Administrators group and assign members to this group.

If you want to create announcements that are displayed in the Home page, login as a member of the Administrators group and select Administration Pages | Application Setup in the panel menu.

Click the New button in the Companies listview in the Home page to create company records. When you click Save and View Details, the company record is saved and you will redirected to the Company Detail page where you can enter the Contacts, Tasks, Conversation Records and Sales Funnel (Sales Opportunities) for that company.