Every person in Bamya CRM has a card of their own. Open it before you get in touch with someone, so you know what has already happened. On the Companies list, the people who work at each company are listed under its name: click a person's name to open their card. The card opens over the list, with its tabs along the top.
The tabs
- CRM & Deals shows the person's details, their company's details and their deals. Each deal shows its stages and lights up the one it has reached. Start a new deal and Record something are at the bottom.
- Researched lead shows which campaign the person was on, who looks after the lead, and how the campaign ended. Manage lead, at the top right, holds the other things you can do with a lead, such as Log interaction or Next date. A lead from your own network has a Personal lead tab here instead.
- Contact details lists every e-mail address, phone number and LinkedIn profile you have for them.
- Notes keeps anything your team wants to remember about the person. The next two tabs show their company's notes and their colleagues' notes. They're the same notes you see on the company's card: one set for each person and company, wherever you open it.
- Tasks and Reminders shows what your team needs to do for the person, for their company, and for their colleagues there.
- History lists everything that has happened with the person, newest first: their campaign's steps, their deal's moves, and the calls and meetings your team recorded.
Adding a reminder
On Tasks and Reminders, press New task or reminder.
- Name it so you'll know what to do, such as "Send Jasmine the plan for a one-floor trial".
- Under What is it, leave Reminder as it is. Add a date if it's for a particular day.
- Assigned to starts as All, the whole team. Pick yourself if the reminder is only for you.
- Ring the bell adds it to the number on the calendar icon at the top of the page. Send e-mail sends a reminder on the morning it's due, to the people it's assigned to.
- Press Save the task.
The reminder then waits on the person's card until someone marks it as done.
Good to know
A person's company has its own card, with its products, billing details and every colleague's deals. Click the company's name on the Companies list to open it.
To go back to your list, close the card with the cross.