BDM Documentation

Documentation User Guide

BDM Plain CRM User Guide

Master every aspect of your CRM with this comprehensive user manual covering all features and workflows.

Quick Navigation

Dashboard Contacts Companies Deals

Dashboard Overview

The dashboard is your command center, providing a real-time overview of your CRM data and activities. It's designed to give you immediate insights into your business performance.

Key Metrics Widgets

  • • Total Contacts: Active contacts in your database
  • • Open Deals: Deals currently in your pipeline
  • • Pipeline Value: Total value of active deals
  • • Overdue Tasks: Tasks that need immediate attention

Activity Feeds

  • • Recent Activities: Latest interactions and updates
  • • Upcoming Tasks: Your schedule for today and tomorrow
  • • Deal Updates: Recent changes in your pipeline
  • • New Contacts: Recently added contacts

Contact Management

Creating and Managing Contacts

Adding New Contacts

  1. Navigate to Contacts → Create New
  2. Fill in required information (First Name, Last Name)
  3. Add contact details (email, phone, address)
  4. Set contact status (Lead, Prospect, Customer)
  5. Choose contact source (Website, Referral, etc.)
  6. Assign priority level
  7. Link to existing company (optional)
  8. Save the contact

Contact Information Fields

  • Personal: Name, email, phone, mobile
  • Professional: Job title, company association
  • Address: Complete address with country
  • Social: LinkedIn, Twitter, Facebook profiles
  • CRM Data: Status, source, priority, lifetime value
  • Custom Fields: Flexible additional data
  • Notes: Quick notes and observations

Company Management

Managing Business Entities

Companies in BDM Plain CRM represent business entities that you interact with. This includes customers, suppliers, partners, and prospects.

Company Data Fields

  • Basic Info: Name, legal name, industry
  • Contact Details: Email, phone, website
  • Legal Information: Tax number, registration
  • Business Metrics: Employee count, revenue
  • Address: Complete business address
  • Relationship: Customer, supplier, partner

Company Features

  • Contact Linking: Associate multiple contacts
  • Deal Tracking: Monitor all company deals
  • Activity History: Complete interaction log
  • Financial Tracking: Revenue and LTV
  • Document Storage: Attach important files
  • Custom Fields: Industry-specific data

Deal Pipeline Management

Understanding the Sales Pipeline

The deal pipeline is the heart of your sales process. It tracks opportunities from initial contact through to closing, helping you manage your sales funnel effectively.

Creating Deals

  1. Navigate to Deals → Create New
  2. Enter deal title and description
  3. Select associated contact and/or company
  4. Set deal value and currency
  5. Choose expected close date
  6. Set initial pipeline stage
  7. Assign probability percentage
  8. Add relevant tags
  9. Save the deal

Deal Features

  • • Pipeline View: Visual kanban-style board
  • • Value Tracking: Revenue forecasting
  • • Timeline Tracking: Expected vs actual close
  • • Task Integration: Link follow-up tasks
  • • Activity History: Complete interaction log
  • • Document Attachments: Store related files

Ready to Master Your CRM?

You now have a comprehensive understanding of BDM Plain CRM features. Explore advanced topics or get help when you need it.

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