Selection
You can create selections of records/data that you work a lot with. If you also have a licence for Sale Quote Access, you can create selections of products as well.
Tip
You can create charts from selections and also use selections to create mailings.
All the selections also contain an overview of companies and contacts linked to the records in the selection. For example, companies and contacts linked to the sales in a sale selection.
Types
There are three different types of selections in SuperOffice CRM:
- Static selection, which contains only the members you have added manually or via Find.
- Dynamic selection, which will always be updated automatically with members that match the selection criteria.
- Combined selection, which is a combination of two existing selections.
Tasks
From the Tasks button (lower part of the screen), you can perform specific tasks on the members of a selection. For example, send an email to contacts linked to the sales in the selection.
What can I use selections for
Company
You can create a selection that contains
- All the companies in a specific geographical region
- All the companies where you have defined Christmas card or newsletter as an interest.
Note
In all the selections below, a section tab is also displayed, containing companies and contacts linked to the entries in the selection. For example, customers linked to the sales in a sales selection.
Contact
You can create a selection that contains
- All the contacts created the last 30 days
- All the contacts where you have defined Christmas card or Newsletter as an interest.
Sale
You can create a selection that contains
- A list of all your own sales with the status Lost or Sold
- All sales for the sales department in the current quarter
Tip
Group columns and summarize amounts to spot trends and get a clear overview of your data.
Project
You can create a selection that contains
- All active projects you are participating in
- All projects with a specific status or of a specific type
Document
You can create a selection that contains
- All the contracts registered in SuperOffice CRM
- A list of all the documents that do not have the status Completed
Follow-up
You can create a selection that contains
- A list of all follow-ups for the same customer last year, for example, if they are considering signing a framework agreement with your company
- All follow-ups of a specific status or for a specific customer
Selection
You can create a selection that contains
- All active selections owned by you
- All selections with a specific category or of a specific type
Products
You can create a selection that contains
- A list of all customers who have purchased a specific product or a specific product category
- A list of all products sold this year, based on sales which contain quotes and have the status Sold
Requests
You can create a selection that contains
- A list of open request with priority High for your department (category)
- A list of open request that have not been updated for over a week
Form submissions
You can create a selection that contains
- Non-processed form submissions for your customers
Chat conversations
You can create a selection that contains
- Your chat conversations
- Your customers' chat conversations with specific ratings
Mailings
You can create a selection that contains
- Mailings with a specific open-rate or click-rate
- Mailings with high bounce rates