I. Introduction

AntCRM is a comprehensive toolkit for Sales teams in the 4.0 era with the following features:

• Update Potential Customers continuously with connections from campaigns

• Automate customer support processes to increase sales closing potential

• Connect with customers on every channel

• Capture the customer journey through each stage

• Automate your business's individual Sales processes

II. Configure AntCRM account for Sales package

To be able to configure an account for the Sales service, you must successfully register and log in to your AntCRM account, see registration and login instructions here.

Choose service:

After logging in successfully, the page redirects to the Choose service page, where you choose Sales to start creating an account. 

Creating AntCRM account for Sales consist of the following setup steps: 

1. Choose profession

Choose a profession that is suitable for the company

For each chosen industry, the system will create data appropriate to the industry.

If your company's industry is different from the above, please choose "Other industries" and enter the industry name.

For example: "Construction" industry as shown below

After choosing your career, click on button to go to the next part.

Note: After going to the next step, when you return, you cannot edit the Industry. Please choose the correct industry before going to the next step.

2. Connect the interactive channel

In step 1. Choose interactive channels, however many interactive channels you choose, there will be as many configuration items in step 5 (except for the Web Form section which will need configuration by the technical team).

Assuming that step 1 selected all channels, then step 5 will have 6 tabs corresponding to 6 configuration pages

: 

• Phone

• Email

• Message

• Facebook Fanpage

• Zalo Official Account

• Live Chat Web
  
  

3. Connect Call

The system will allow connection to Antbuddy switchboard or other providers, there are 2 types of calls:

• Web calling

• Call from IP phone

The system will initialize and choose the calling device on the web, you can change to another device if available.

Remember to press button after each change.

4. Add user account

You need to determine how many employees your business needs to use CRM, and determine the rights and groups of employees to start adding accounts.

Step 1. Select the number of employees, with the following employee levels:

• 1 to 5 people

• 6 to 10 people

• 11 to 20 people

• 21 to 50 people

• 51 to 100 people

Step 2. Press Add staff to add the first staff

• In which: 

• Role: is the right, including 2 rights: Member and Admin. Depending on the selected right, the system will initialize viewing and operating rights for that employee.

• Group: There are 2 basic groups: Customer Service and Data Owner, you can customize and add employees to these groups

• The Customer Service group is the customer care and support group

• The Data Owner group is a group for administrators, with special permissions

After adding the employee list successfully, click on button to complete the setup.

Click the BEGIN button to start using AntCRM services.