support.idealcrm.appiDeal CRM Support - iDeal Construction CRM Support

Contact Support iDeal CRM Features Pricing Sign Up LoginGetting Started Opportunities Proposals Sales Pipeline Estimating Customers Leads Calendar Reports Settings Menu Getting Started Opportunities Proposals Sales Pipeline Estimating Customers Leads Calendar Reports Settings Getting Started with iDeal CRM Navigate iDeal CRM Add customers & contacts Add your first opportunity / project Create your first proposal (optional) Install a proposal template and customize it Connect your email Create a proposal for an opportunity Email the proposal to your client from iDeal CRM (optional) Set up and customize your sales pipeline Opportunities Add an opportunity Opportunity details overview Opportunity notes Financials tab explained Opportunity proposals Storing documents, contracts, RFIs, RFPs, change orders, and more Creating and assigning tasks for an opportunity Opportunity checklists Estimating Tool Margin analysis for projects / jobs View All Topics Proposals Quick overview of the 2 iDeal Proposal Generators (HTML & Word) Proposal templates Installing a template from the iDeal library and customizing it (both generators) Importing your current Word proposal as a template Building a proposal template from scratch with the HTML Proposal Generator Creating 1 or more proposals for an opportunity Emailing a proposal to a client Marking a proposal as won/lost View All Topics Your Sales Pipeline Overview of the construction sales pipeline that your iDeal system comes with by defa ult Customizing your sales pipeline Adding your own pipeline stages to match your sales process Individual user customization of the pipeline board The iDeal Sales Pipeline Board explained The opportunity card Dragging & dropping opportunity cards on the board Filtering your sales pipeline board View All Topics Estimating Jobs Creating estimate templates Adding an estimate to an opportunity Editing and saving the estimate Learn how to properly estimate different types of jobs View All Topics Customers & Contacts Contacts list overview Companies list overview Adding customer companies and contacts Company/customer detail page overview Client company stats explained Contact detail page overview Contact stats explained View All Topics Follow-up Set up follow-up email templates Follow-up on multiple opportunities / projects at once Follow-up with a specific client See how notes are automatically created View All Topics Bid & Follow-up Calendar Calendar overview Moving an event on the calendar Adding a calendar event (i.e. a job walk-thru meeting) View All Topics Leads Module Leads module overview Module settings Creating / editing / deleting a lead Emailing a lead Mass emailing leads Adding notes & checklists to leads Creating a contact/company/opportunity from lead View All Topics Sales Reports Reports overview Sales reports Construction-specific reports Margin analysis report Team reports Request a custom report View All Topics Application Settings Organization Settings Adding / removing users Opportunity settings Contact & Company settings Notifications Personal Preferences Connecting you remail Your email signature Turning daily ‘ToDo’ email on View All Topics Have a question we haven’t covered? Contact Us iDeal CRM delivers the best construction CRM software features. It empowers construction teams to stay focused, organized, and on track to meet and exceed their sales goals. Quick Links Getting Started with iDeal CRM Opportunities Proposals Sales Pipeline Estimating Customers Leads Sales Calendar Reports Connect iDeal CRM Pricing Sign Up Book a Demo Privacy Policy Terms of Service © 2024 iDeal Construction CRM & iDeal Construction Software Group Close Getting Started Opportunities Proposals Sales Pipeline Estimating Customers Leads Calendar Reports...