Set Up CRM

The CRM Setup page guides you through the multiple-step process of setting up your CRM processes, data, and user access.

This page walks you through the four main CRM setup steps and suggests videos and other learning resources for each of the steps.

You will perform the CRM setup steps throughout DPS, not just on this page.

Step	Description
Make a plan	Before you do anything, gather key stakeholders to discuss your goals for using DPS CRM and how you will achieve those goals. Discuss the data that you will bring into DPS from others sources, the terminology that you will use, and the workflows that you will establish. See the CRM Overview help topic for more information.
Set up your processes	Set up the framework for your CRM system, including establishing workflows, establishing terminology, and choosing the values that are available from drop-down lists. If you plan to integrate DPS CRM with Salesforce, set up the integration process. See the Workflow Configuration Overview help topic for more information.
Set up your hubs	The "hubs" area of DPS is the place where you store key data about your projects, employees, and more. As part of setting up CRM, you enter data about the firms (vendors and clients) with which you work, your contacts, your opportunities, and your marketing efforts. You will probably import this data into DPS from information sources that you already maintain. See the Hub Records help topic for more information.
Empower your users	Identify the employees who will use DPS CRM and give them appropriate security access to the CRM applications. See the Security Configuration Overview for more information.