How to Use CRM on the Global Level

Introduction

This guide will show you how to open and use CRM on the global level. This is useful for centralized management of leads, sales results, and performance across the whole organization. By following these steps, you’ll be able to access the full CRM dashboard, use filters, and customize views.

Target Audience

User

Prerequisites

Before starting, ensure you have:

Access to the Easy8 system with CRM module enabled
Permissions to view global-level CRM data

How to Use Global-Level CRM

Step 1: Open the Global CRM Overview

Go to the Global menu >> CRM
You will be taken to the default CRM overview page

Step 2: Explore the Default CRM Page

This overview typically shows:

Revenues per period
Team performance
Top performers
Active subscriptions from contracts

Use the calendar icons or select a specific date to adjust what period the widgets display.

Customizing the Global CRM Page

Scroll down to the bottom of the dashboard
Click Customise this page
Add, remove, or rearrange widgets (such as Revenues, Top Performers, etc.)
Click Save page and go back

Navigating with Sidebar and Top Menu

Sidebar Menu

Quick links to:

Leads
Opportunities
Accounts
Personal Contacts
Partners
Campaigns
Contracts
Settings

Top Tab Menu

Switch between CRM pages:

Results
Statistics & Data
Pending Payments
Product Details

Troubleshooting

Problem: I don’t see the CRM option in the global menu
Solution: Ask your administrator to ensure CRM is enabled for your user role.
Problem: Widgets show no data
Solution: Try adjusting the time period using the calendar icons or check the applied filters.
Problem: Sidebar options are missing
Solution: Your role may not have permissions for some CRM entities (e.g. Contracts, Campaigns).

Conclusion

You have now learned how to use the CRM feature on the global level. From revenue overviews to opportunity and contact tracking, this is the main space to oversee your sales performance and manage key CRM entities system-wide.