What do you want to know about Applications CRM?
- Applications CRM - How to Access It
- Applications CRM - List View
- Applications CRM - Modal View
- Applications CRM - Application Profile Page
Understanding the List View in Applications CRM
Adding/Removing Columns from the CRM View
On the right side of the screen, you will be able to find 3 different icons. Click in the one indicated below and you will find all possible column options. You can simply check/uncheck them in order to see the respective information in the CRM.
Filtering your List
In the Applications CRM, you can use 20+ different filters in order for you to manage the applications of your EPs. I totally encourage you on exploring more the filters in the CRM. You can find them in the top bar.
Remember, you can always click on more to have access to all filters and select the one that is valid for you at the moment.
Saving My Most Used Filters
Let's say you would like to view the applications that have an expected realization date for December 2020 and you access this information every week in your EB meeting. To make things faster, you can save the filters you access more often, such as the one in the example, by clicking at save filter:
Give it an intuitive name and after you save it, you can access them by clicking in the blue arrow right next to the name of the CRM:
Ordering your List
Let's say you would like to check the most recent applications you received from your EPs. You can do this by ordering your list view. On the right side of the screen, you will be able to find 3 different icons. Click in the one indicated below and you will find some ordering options.
By navigating through the options, you will be able to sort your list, for example, by the most recent created people in your CRM.
You can also perform actions in more than one person. To do this, you need to select who you want to perform the action towards and go to the right side of the screen and click in the icon shown below:
You can do the following bulk actions in the Applications CRM:
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