Miscellaneous

Miscellaneous info areas are not accessible in the default version of Aurea CRM web. Your administrator can however add these info areas to your Aurea CRM web configuration.

City/Country

When adding companies or persons (PE/KP), the city and telephone codes are entered automatically once you have entered a country and postal code based on the entries in the City info area.

Records can be added to the City info area as follows:

When adding a new company or person: if no matching entry is found in the City info area, a new record is added to the City info area.
By importing data
By manually adding new records in the City info area (Service module)

Country's international dialing codes are stored in the Country table.

Lead Status

The Lead Status info area logs how long a company or person was classified with a specific lead status, which rep classified them and why their classification was changed. This provides you with valuable information, e.g. on the effect of advertising campaigns.

Whenever a new company, person or sales group record is added or their lead status is changed (Lead Status field), a new record is added to the Lead Status info area. When adding or changing the status in a sales group record, the Product Group is also transferred to the Lead Status info area.

Depending on the status of the Product Group field, the Lead Status info area logs changes to the following:

Product Group is empty	Changes to the lead status of a company or person
Product Group contains a value	Changes to the status of a sales group

You can also add, edit or delete records in the Lead Status info area directly.

Note: Note: Your administrator can configure that changes to the Lead Status field in the Company, Person and Sales Group info areas are not logged in the Lead Status info area, or that the window asking for a reason for a change is not displayed, see CRM.core Administrator Guide.

Example:

A company’s Lead Status is set to "Interest".

After talking with a representative of the company, you assume that you can conclude a deal. As a result, you change the lead status to "Lead". The "mood thermometer" rises.

Enter a reason for the change or select a reason from the Reason catalog (Aurea CRM win only).

The new lead status is entered in the Lead Status info area and the length of time the lead status was set to the previous value is calculated.

Specialization

The Field, Occupation and Share fields in the Specialization info area are used to store a person's fields of expertise and what share of their entire workload is spent completing tasks related to their specialization.

Departments

You can define departments in the Department info area, and assign employees at a company to a department using the Department field in the person in company record. The number of employees entered in a department record is generally higher than the number of persons in your database assigned to the department, as not all employees is among your contact persons.