These tutorials are intended for new administrator users, and to serve as a guide to Vantage CRM settings, configurations, and features.
A user with administrative privileges is able to access all of the functionalities related to the setup of Vantage CRM by accessing the Admin menu on the main menu bar. These functionalities include creation of new users, assigning user access and action permissions, and the ability to customize structure, site layout, create email templates, and set up workflow, among others. A user with administrative privileges also has permission to access all existing records within the application.
Each site is created with one administrator user per site. Credentials for this user are given to each company during the customization and implementation process. To give administrative privileges to a new or existing user, enter the Users module in Admin Settings. On the create/edit user screen, select the admin check box to make that user a site admin
***MAXcc Subscriptions only include 1 CRM license subscription. MAXcc users will not have access to certain modules within User and Access Management as well as the other Modules section. MAXcc is a specialized sales and marketing bundle offered to Small Business Owners. ***
Admin modules and video tutorials will be organized in the following sections:
Users & Access Management: The modules included in the Users & Access Management section allow administrators to create users and associate them to roles, profiles, and assign sharing rules that determine their permissions in terms of access to modules and records owned by other users. This section also contains modules that will allow the administrator to monitor users within the site.
Studio: Studio modules give the administrator the ability to determine which menus and modules appear on the site, create custom fields, modify the layout of the fields of a module, edit picklist values, set up mandatory fields, and configure constant contact mapping settings.
Communication Templates: This section is related to the creation of marketing templates, as well as internal communications and notifications.
Other Settings: Other Settings include modules to configure the outgoing mail server, set up support email and ticketing options, and configure workflow rules, among others.
Comprehensive Video Guides: Full 1 hour length training sessions covering a variety of topics and functionalities detailed in the sections above.