Recently acquired a license from Avid CRM? Excellent! Follow these quick steps to get the account completely set up and ready to start working.

Deactivating a user is a great way to keep the user’s records organized while bringing on a replacement or taking extra time to assign them to another user within your organization.

Reassigning a license is an effective way to transfer all records assigned to one user to another in the event of a position change. When the license is reassigned an email link will automatically be sent to the new user providing steps on how to activate their account.

There are two key things to note before deleting a user:

Searching through all current users is useful for large businesses that have a large number of licenses. Doing so allows you to quickly locate a specific account and make any desired changes to its accessibility and status.

The user hierarchy determines who can view and edit certain data within your companies records. The organization is imperative to maintaining a healthy CRM system so be careful when you are adjusting user hierarchy.

Departments are crucial to tracking and separating different types of data within your organization. Heres a quick tutorial on how to make and edit them.

Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever label your business uses) are one of the primary features of Avid and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.

Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever phrase your business uses) are one of the primary features of Avid and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.

Product and service groups, just like they sound, are lists of various tangible and intangible items your business offers for a certain price. Being able to track them is crucial to keeping track of what has been purchased by a customer and forecasting what will be in the near future.

Tracking customer information is useful for a wide variety of reasons, but not every company may need to track the same kinds of information as others. Track whatever information is important to your company by customizing the additional contact information tab.

Just like tracking customer information, tracking company information is useful yet what information is needed is different for each business.

You can create a new record for any department directly from your Manager Views, or from open Contact, Company and Opportunity Records.

If you don’t already have multiple department access, a Avid Admin will need to Create Departments, assign a Custom Template, and grant Read/Write Cross-Department Access.