Customer Relationship Management
Complete guides for managing customers with activity tracking, sales pipeline, support tickets, task management, tags, configurable lookups, permissions, and the CRM dashboard
CRM Permissions & Role Setup
Complete reference for all 19 CRM permissions, default role assignments, and recommended configurations for different job functions.
CRM Settings Overview
Overview of the CRM Settings form covering all four configuration tabs for lead sources, activity types, ticket categories, and client tags.
Managing Client Tags
How to create and manage client tags with custom colors for customer classification, including assigning tags to customers and using tags for quick visual identification.
Configuring Ticket Categories
How to set up and manage ticket categories for organizing support tickets by issue type, including default categories and customization options.
Configuring Lead Sources
How to configure lead sources that track where customers come from, including adding, editing, and organizing sources for effective lead tracking.
CRM Dashboard
Guide to the CRM Dashboard including the four main panels, location filtering, data refresh, and how to use the dashboard for daily CRM workflow.
Auto-Tasks & Stage Automation
How automatic task creation works when deals move through pipeline stages, including configuration, examples, and best practices for sales automation.
Task Management & Follow-ups
Complete guide to the Tasks tab including creating tasks, priority levels, due date tracking, overdue highlighting, and completing tasks.
Ticket Notes & Communication
How to use the ticket notes thread for team communication, including internal notes, tracking conversation history, and maintaining an audit trail.
Creating & Managing Tickets
Step-by-step guide to creating support tickets, editing ticket details, managing status transitions, and using resolution notes.
Support Tickets Overview
Understanding the support ticket system including the Tickets tab on the customer form, priority levels, status workflow, and visibility rules.
Configuring Pipeline Stages
Administrator guide to configuring sales pipeline stages including stage order, probabilities, colors, won/lost designations, and auto-task automation settings.
Creating & Managing Deals
Step-by-step guide to creating deals, editing deal details, moving deals through pipeline stages, and marking deals as won or lost.
Sales Pipeline Overview
Understanding AccuArk's sales pipeline system, including pipeline stages, deal tracking, weighted values, and how the pipeline integrates with the customer form.
Configuring Activity Types
How to customize the activity types available for logging customer interactions, including adding new types, setting icons, and managing sort order.