Leopard CRM Support Documentation

Leopard CRM 2.0.0 Release Notes

Leopard CRM — Wed, 06 Feb 2008 11:56:00 +0000

General
- Various bug fixes
- New design for dashboard screen
- Quick add calendar item from the dashboard
- Quick add event from the dashboard

Sales:
- Projected $ figure for a sale
- Projected close date for sales
- Graph for $ projections, targets
- Actual closed $ figure for a sale
- Have a % of how likely a sale is to close successfully
- Temperature in the Sales status; eg. cool, warm and hot
- Sales category (eg: related to products)
- On View - Group sales items by: user, manager, category, heat

Marketing:
- Remove all from Marketing Campaign
- Be able to group campaigns into specific events
- Ability to delete someone from a marketing activity from the person screen
- Marketing cost
- Marketing category

Projects:
- Calendar displays projects by user colours
- Projects on the calendar are only seen by the user assigned as project manager

Leopard CRM 1.4.0.2 Release Notes

Leopard CRM — Wed, 12 Dec 2007 21:52:00 +0000

Leopard CRM has been updated to version 1.4.0.2. This is mainly a bug fix release with at least one critical fix. All customers will receive priority updates over the next 24 hours. Changes include:

Print Report on Event error fixed when the event has no type or facilitator
When importing data an intermittent problem existed where if a person already existed in the system, the update was changing company and address details incorrectly. This has now been fixed.
If there are no sales against a person when adding a note, the sales prompt no longer appears.
Error fixed when deleting sales activity from the person screen.
Error fixed when trying to view the calendar after deleting a project with milestone dates within the calendar range.
If an event used to have a short name assigned to show within the calendar, but was then removed, the calendar now displays these events correctly.
Changes to calendar reminders are now saved correctly.

Please contact support@leopardcrm.com with any questions or feedback.

Leopard CRM System Requirements

Leopard CRM — Thu, 06 Dec 2007 13:35:00 +0000

To use Leopard CRM, you will need:

A computer with Internet access, broadband preferred
An Internet browser (compatibility listed below)
Some features require an e-mail address and client (eg: Calendar Reminders) but it is optional

Browser Compatibility

Leopard CRM has been tested to be compatible with:

Mozilla Firefox v1-3 (Mac OS, Windows, Linux)
Apple Safari v2-3 (Mac OS, Windows)
Microsoft Internet Explorer v7

If you have any questions regarding these requirements, please contact support@leopardcrm.com

How to create a Person/Contact

Leopard CRM — Mon, 03 Dec 2007 14:09:00 +0000

To create a person/contact record in Leopard CRM, just follow these steps:

Select "~ Add new person" in the main menu.
Enter the first name and last name of the person. These are the only required fields for a person record.
If the person belongs to a company (this is optional), type the company name in the "Company name" field.

As you type, Leopard CRM will search through existing companies to find a match. It will show the results of the search in the "Company search" box.

If you see the company name that you want appear in the Company Search box, then click on the company you want and it will place the name into the Company Name field and disable further entry.

If you select the wrong company in the search box, just click on "Search again" to re-enter it.

If the company name does not exist within Leopard CRM's database, just type the full name into the Company Name field and a new company record will be created automatically.
Select your region and referral source. Although they are optional, these fields can be helpful in marketing to different segments of your contacts. These lists can be edited by selecting "Administration -> System Options -> Edit Lists" from the menu.
Add contact details (eg: phone, fax, email) by clicking on the "New" button within the "Contact Details" section.
Add addresses by clicking on the "New" button within the "Addresses" section.
Once you have entered all the desired details, click on the "Save" button at the bottom of the screen.