User Interface
All the information you need to get started with using Coevera as a user including customising your interface and day-to-day working with the system
39 articles
- Using Tags in CoeveraUse Tags to categorise, Leads, Opportunities, Accounts, Contacts, Emails, Activities & Automatizer processes for easy searching & filtering
- Working with Leads — using Lead ScoringSet up Lead Scoring to help differentiate and prioritize Leads within Coevera
- Highlighting Recent Changes using the List ViewUsing the customisable List View you can highlight changes made to selected fields within a date period
- Customising the Record DetailAdmins can use the Interface option in Entities to adapt and manage the record tabs and fields displayed in different contexts in the app
- Customising the Record PreviewYou can choose the fields to display in the Record Preview, sidebar and tooltip as well as the content included in the Overview
- Using Target in the Pipeline ViewThis article explains how to use Target in the Pipeline view, changing Target Settings and managing excluded Opportunities.
- Using Opportunity Revenue RecognitionHow to use Revenue Recognition to schedule revenue from an opportunity or from product line items over different time periods
- Accessing Sales POP! Content Inside CoeveraDiscover everywhere in Coevera where Sales POP content is accessible.
- Working with Multiple Form Views for UsersUsing multiple Form Views users can select different fields to view when working with records and Quick Jump to different form sections .
- Navigating the Coevera ScreenThis article shows you a variety of different menus with Coevera, the information displayed, and what you can do within each area.
- How to use the Search features in CoeveraHow to use the global and advanced search and see how results are found and displayed
- Understanding Accounts and ContactsThis article explains two key record types in Coevera (Account and Contact) and how they are related.
- An Introduction to Working with Accounts and ContactsLearn how to create, update and archive Account and Contact records & how to see all related information such as Opportunities or Activities
- Understanding Pipelines, Leads, Opportunities and ActivitiesLearn the other two key record types (Lead and Opportunity) along with what your activities and pipeline are so you can get started.
- Creating Leads, Opportunities, and Activities and managing them throughout your Pipeline / Sales Funnel including winning and losing prospective dealsThis article discusses how to create a lead, opportunity, and activities within Coevera. It also shows you how to navigate your pipeline.
- Understanding Activities — Tasks and AppointmentsThis article explains what tasks and appointments are, their subcategories, and their importance. Also learn what the fitness metric is.
- Creating Activities — Tasks and AppointmentsCoevera allows you to create activities in Lead, Contact, Account and Opportunity records to keep track of your tasks and appointments.
- How to link and view files and attachments in CoeveraHow to link files and email attachments to records in Coevera and how to view and access files once linked
- In-App and Email NotificationsWhat are In App and email Notifications and how to set your Notification options
- How To Turn On Spell Checking to use with CoeveraLearn how to enable the spell checker tool in your internet browser for Coevera Cloud CRM and how it works when you are using Coevera.
- Royal Weddings - setting up scheduling pagesGuidance for setting up your own scheduling pages for Intro Calls, Consultation Calls, Planning Calls and Wrap up Calls
- Working with multi-currency options within CoeveraHow to use multi-currency options for individual Users, Forecasts & Targets, Filters & Reports
- Interactive Help - Working with our clickable demosLearn how to work with Coevera using our interactive clickable demos, available everywhere you see the lightbulb icon!