Casos ligados a Cotizaciones

Introduction to Creating a Case Form in Signus CRM

Overview of the Tutorial

• This video tutorial focuses on how to create a case form within Signus CRM, emphasizing its relevance for both end-users and administrators.

• Understanding previous tutorials on leads, commercial pipeline, cases, and tickets is crucial for grasping the concepts presented in this video.

Target Audience

• The content is designed for both operational users and platform administrators who have access to configuration settings.

• Administrators will see configurations that affect user functionality throughout the tutorial.

Navigating the Commercial Pipeline Module

Initial Steps

• The tutorial begins by guiding viewers to open the commercial pipeline module alongside other relevant windows for better understanding.

• Key elements such as ticket flows and case configurations will be explored during this session.

Configuration Access

• Access to business unit configurations is limited to specific roles within an organization, highlighting the importance of permissions in system management.

Understanding Quotations in the Pipeline

Quotation Process

• The commercial pipeline allows users to establish stages using a Kanban model for tracking quotations effectively.

• Previous tutorials covered how to create and model quotations; viewers are encouraged to review those resources for deeper insights.

Creating a Lead from Scratch

Step-by-Step Creation

• A lead will be created from scratch as part of demonstrating the complete cycle involved in creating a quotation. Users are guided through filling out necessary fields like name and email address while ensuring unique entries are validated by the system.

Initiating a Quotation

Quotation Setup

• After creating a lead, users can initiate a quotation linked to that lead, with options available based on different business strategies or pipelines configured within Signus CRM. Users learn about various flows of quotations depending on their business needs.

Filling Out Quotation Details

Inputting Information

• When creating a quotation, it’s recommended that users fill out information systematically from left to right and top to bottom, including selecting currency types and tax applicability before finalizing details like status columns (management, follow-up, closure). Users must understand that once certain fields are selected (like quotation models), they cannot be modified later on.

Exploring Express Quotations

Model Selection

• The tutorial shifts focus towards express quotations which contain basic fields such as quantity and total amount but can also include additional customizable fields tailored per company requirements (e.g., project names or terms). Users learn how these customizations enhance their quoting process significantly by adding relevant information directly into their forms without default limitations imposed by standard templates.

Finalizing Quotation Creation

Adding Products

• As part of completing an express quotation setup, users can add products with specific pricing details before saving their work—demonstrating practical application of all previously discussed steps in real-time scenarios.

Creating and Customizing Quotations in Signus CRM

Overview of Quotation Creation

• Closing the quotation is sufficient, but some users prefer to press the save button for added security during creation.

• A demonstration PDF is available that includes clickable elements such as email and WhatsApp links, along with the quoted amount. Personalization requests for quotations must be made through the Commercial team.

Editing Quotations

• To edit a quotation, users can utilize external fields that may have been overlooked during initial entry.

• Users can specify terms like credit lines (e.g., 15 days) and validity periods (e.g., 5 days), which will reflect in the generated PDF.

Feedback and Conditions

• Terms and conditions can be included in the quotation, allowing for feedback visibility if desired.

Understanding Cases in Signus CRM

Definition of a Case

• A case is defined as a form that can be created within the system to address various issues such as warranty claims or service requests.

Configuring Cases

• Users can configure fields within cases according to their needs, including sections for vehicle reception or other relevant details.

• The tutorial encourages viewing additional resources on case management for comprehensive understanding.

Linking Cases to Pipelines

Pipeline Integration

• Cases can be linked to pipelines, allowing them to progress through different stages. Not all cases require pipeline integration.

Adding Access and Colors

• When creating a pipeline, users can assign access permissions and choose an initial color for visual identification.

Associating Quotations with Cases

Steps for Association

• Once a case exists with an associated pipeline, it becomes easier to manage related tickets effectively.

Visual Cues in Workflow

• Hovering over columns provides visual assistance regarding help options available within the workflow.

Custom Fields in Case Management

Adding Additional Fields

• Users are encouraged to add multiple-choice fields or date fields based on specific requirements of each case type.

Finalizing Ticket Creation

Completing Ticket Setup

• After configuring necessary fields, users finalize ticket creation by linking it back to relevant quotations or forms.

Scenarios Requiring Quotation Information

Importance of Quotation Data

• Situations arise where clients request credit extensions before approving quotations; this necessitates internal ticket management using quotation data.

Warranty Claims Context

• Similar scenarios occur when customers claim warranties based on previous purchases documented through quotations.

Configuring Case Settings

Adjusting Case Configuration

• Access settings should be limited to IT personnel or designated leaders responsible for configuration adjustments within cases.

Mapping Ticket Fields

Users can map essential fields from quotations into cases ensuring critical information is readily accessible during ticket management processes.

Understanding the Quotation and Case Creation Process

Overview of Quotation Updates

• The system displays green windows indicating that the quotation has been updated, confirming that the case is now linked to this quotation.

• The details from the quotation are shown but are not editable in this module, as editing does not pertain to this section.

• The case form fields are populated based on the linked quotation, eliminating the need for collaborators to attach it manually.

Adding Additional Fields

• There is a suggestion to add more fields related to item-specific information within quotations.

• A brief review of previous tutorial videos is recommended for understanding how to add new fields relevant to items in the process.

Categories and Item Configuration

• Accessing categories helps clarify what fields correspond with each item; categories group products for specific purposes.

• An example using a key illustrates how different types of items can be categorized, specifically noting consumables.

Customizing Item Fields

• To add an additional field (e.g., color), one must navigate to category settings and configure new options accordingly.

• Users can request changes or additions from platform administrators regarding these configurations.

Reflecting Changes in Quotations

• After adding a new field like color, refreshing allows users to see this option when editing items in quotations.

• New external fields can enhance item information during case creation, providing more comprehensive data.

Enhancing Quotations with External Fields

Adding Payment Type Field

• There's a proposal to include an external field for payment type within quotations, enhancing clarity on payment methods required.

• Collaboration with platform configuration teams is necessary when modifying existing models like "Express" quotations.

Updating Quotation Models

• Two versions of payment types (cash and credit) are added successfully into the model after saving changes.

Visualizing Changes in Cases

• When editing a quotation, users can now see newly added fields such as payment type alongside previously existing ones.

Managing Leads and Complementary Information

Importance of Lead Management

• When creating leads, there’s an opportunity to add complementary contacts which enhances communication clarity during quoting processes.

Adding Contact Details

• A contact named Pedro is added as a marketing contact with essential details like phone number and email address for future reference.

Utilizing Complementary Contacts in Quotations

• Users can specify which department or individual within a company should receive particular quotes by linking them through complementary contacts.

Configuring Display Options

• In cases where multiple departments are involved, specifying contacts ensures accurate targeting of communications related to quotes.

This structured approach provides clear insights into managing quotations and cases effectively while emphasizing customization capabilities within the system.

Generating Tickets from Quotations

Creating a New Ticket

• The speaker emphasizes the desire to display only contact-related information, including position, name, and phone number before proceeding to create a new ticket based on an existing quotation.

• It is clarified that multiple cases can be created from a single quotation, highlighting the need to specify the recipient of the object in each case.

Real-Time Changes and Case Creation

• The ability to make real-time changes to selected quotations is discussed; however, it is noted that saving these changes may not always be necessary when creating a case.

• An example of initiating management is provided, demonstrating how requested fields are populated when creating a case within the ticketing system.

External Fields and Configuration

• The discussion includes external fields associated with quotations and their relevance for categorization and time tracking in cases.

• Various types of fields are mentioned as part of the complete configuration process, including innate fields like total amount and currency for better collaborator understanding.

Attachments and Additional Information

• The option to attach PDFs related to tickets is highlighted as an important feature for providing supplementary information alongside external fields from quotations.

• There’s mention of needing visibility on specific data points within cases, such as item complements which could enhance clarity during case management.

Lead Registration Fields

• All lead registration fields can be added as part of ticket creation information. This ensures comprehensive data capture relevant for future reference.

• Key ticket-related fields such as references and validity are reiterated as essential components that should be included in every case description.

Reviewing Case Information

Data Visualization in Cases

• After updating information, all desired data points are confirmed to have been successfully integrated into the case view for easy access by users.

Form Customization Based on Usability

• Forms used in ticketing processes are customizable according to user requirements. A recommendation is made to review additional resources regarding ticket examples for better implementation strategies.

PDF Association with Tickets

Enhancing Ticket Functionality

• It’s noted that all tickets can be linked with PDFs which allows for printed documentation; this customization occurs within the process modeling module where complex cases can also be structured effectively.

Case Modeling Techniques

Advanced Case Structuring

• The importance of having well-designed forms rather than simple blank sheets is emphasized. Effective structuring enhances usability during case handling processes.

Example Demonstration

• A demonstration shows how basic forms evolve into more sophisticated layouts through proper modeling techniques while integrating relevant data like quotation links into generated PDFs.

Streamlining Processes Within Modules

Simplifying Accesses

• Simple access methods facilitate smoother operations within both commercial pipeline modules and ticket systems, ensuring efficient flow from quotations to active cases while maintaining visibility throughout internal processes.