Content:-

Chapter – 1

1.1 How to Login into CRM Application

1.2 Managing Account Information

CSC ROLE

Chapter – 2

2.1 Creating Account

2.1.1 Account Information

2.1.2 Address Information

ASP Role

Chapter – 3

3.1 Creating Invoice

3.1.1 Invoice Information

3.1.2 Address Information

3.1.3 Item Details

Chapter – 4

4.1 Creating Potential

4.1.1 Potential Information

4.1.2 Custom Information

4.1.3 Personal Information

4.1.4 Banking Information

4.1.5 Product Subscription

4.1.6 Document Attached

Note: Please Follow Screenshots (SS) for Step by Step Training of CRM

Application

Chapter -1

Open in Internet Explorer 8.0 Only for Smooth and error free CRM Performance

Open Internet Explore From your Desktop

After Opening the Internet Explorer

Please Enter this URL ( http://www.rentaphone.asia/admin) in the Address bar SS01

1.1 HOW TO LOGIN CRM:-

In The Main Page Follow the Instructions

User Name your ESIN Number Password Enter your Mobile Number Which has been given at the time of Registration

Click on Sign in TAB SS02

SS01

SS02

1

It will Open CRM Dash Board Home Page...

1.2 MANAGING ACCOUNT INFORMATION:- In this option we can change the password and other personal details.

Find the SS04 and SS05 Screenshots

Click on MY Preferences Tab in the Homepage SS04

Step-1

It will go to My Preferences Page click on Change Password it will pop up another window.

Old Password is your Mobile Number

Enter New Password for twice. And Click save SS05

Note: Please Save the New Password. You need to remember the changed password for Logging in to CRM

Next Time

SS03

1

SS04

1

Step-2. For changing the personal details

Click on Button in the Right Side SS05

SS06

The Same Page will open and required fields may be edited by the User

The following fields with the * are compulsory

1. USER LOGIN & ROLE

User Name Your ESIN Number (Default)

Email your personal Email ID (Example: test@gmail.com)

Example:-Vijay Shekar

First Name Vijay

Last Name Shekar

Role ASP (Default)

SS05

1

SS06

1

2. MORE INFORMATION

In this filed you have to select your reporting SBA Account

Click on the Change TAB. You will find the New Window there you have to select your Reporting SBA

Account SS07

After Clicking the Change button Popup Windows will be open there in Search BOX Enter the information

is Ifs and Select Email Click on Search Now..You will get the SBA Name and Email. Click on Name the

Window will be closed SS08

In the same page select all Show it will show in the Home Page

Click the Save Button the My Preference Page will be Saved. SS09

SS07

1

SS08

1

SS09

1

CHAPTER - 2

CSC Role This chapter will explain creating New Customer Account. Follow screen shots

2.1. CREATING ACCOUNT SS10...For Creating Account Click on Sales and Dropdown Menu will appear and click on

Accounts.

Click On + button in the account page. (Follow the Below Screen shot) SS11

SS10

SS11

SS11. Here you have to enter customer Information

2.1.1 Account Information

Account Name 10 DIGITS BARCODE NUMBER (CAF FORM)

Assign To Please enter ESIN Number of the Concerned CSC

PHONE CUSTOMER CONTACT NUMBER

EMAIL CUTOMER EMAIL ADDRESS (EXMPL: ABC@XYZ.COM )

(In case no Email ID)

2.1.2 Address Information

BILLING ADDRESS CUSTOMER FULL ADDRESS

SHIPPING ADDRESS CUSTOMER FULL ADDRESS

BILLING CITY CUSTOMER STAYING CITY (Example: HYDERABAD)

BILLING POSTALCODE PIN CODE/ZIP CODE (EXMPLE: 5000131)

Note: Billing address and shipping address are same

Please Click on Save Button. It will Save the Customer Information

Note: In Billing State Complete Name of the State Andhra Pradesh should be entered any short

abbreviation the CAF will be rejected .

CHAPTER – 3

This chapter will explain ASP’s Role and how to create Invoice. Follow the undermentioned screenshots

3.1 CREATE INVOICE.

For creating invoice go to Homepage Click on Sales and Dropdown Menu will appear and click on

theInvoice

It will prompt Create Invoice (Click on +) SS12Follow Page Will be Open SS13

SS12

SS13

3.1.1 Invoice Information Subject BARCODE (10 digit number under BAR Code)

Assign TO ASP ESIN Number (Default)

Account Name CSC has Given the A/C Name (Same Subject Name)

Click on (+) Button (Step-1 follow)

It will open popup windows Search for the Barcode Number which CSC has registered in the Accounts (Step -2)

Click on Account Name (Step -2) Click on Ok Button (Step-3)

Step-1

Click Ok Button for the Billing Address to come on shipping Address Also

3.1.2 ADDRESS INFORMATION

3.1.3 ITEM DETAILS In This Chapter you have to select the Product and Services which has to be billed/Invoiced.

For Selecting the product please follow the below Steps

Step -1 here you have click on this icon (New Popup Windows will be Opened) Step-2 Select the Magnetic Card (Click on the square Box against Magic Card)

Step-3 Click on this Icon (The window will be closed and the product will be Placed in

Product Box) SS14

Note: Follow Next Step SS15

For Selecting Services

Please Click Button you can get another ITEM Name Box Called Service Box SS15

Follow – SS15 to be continued

SS14

SS15

For Selecting Services in the Service Box

Follow the Steps you have to select services.

Step-1. Click on icon. it will open services Popup windows. SS16

Step-2. Select the both SER2 and SER5 (Click on the Square Box against SER2 and SER5)

Step-3. Click on Icon. The Both Services add in Service Box

SS16

Entering Information:-

Step -1. Select 1 against the Quantity’ in each of the 3 Boxes

Step -2. For Magic Card List Price is Mentioned ` 181/- in the box(List Price)

Step -3 and 4 Prices will be Default please don’t change any price details

Step -5 Shipping & Handling Charges mentioned ` 99/-

Grand Total Is ` 461.99/- .Click on button

AFTER SAVING THE INFORMATION PLEASE PRINT THE INVOICE

FOLLOW THE STEPS How to print Invoice..?

SS17

How to print invoice… SS18

After Saving Invoice Information.

The on the right side top of the page you will find Tools followed by export to PDF and Send Email with

PDF Document

Step-1. Click on Export to PDF(Its appear in above the page right side)

Step-2. It Will Prompt a Window there you have to select open with Adobe Reader

After that opening PDF Document and Press CTL+P to Generate a PDF Invoice

SS18

Chapter – 4

This Chapter will explain how to create Potential in Sales. Follow the Screenshots we have

Mentioned (SS).

Note: Here Please Collect the CAF filled by Customer so that the same details by the Customer will be

entered in this page also

4.1 Creating Potential: Go to Homepage Click on Sales Dropdown Menu will come and Click on Potentials

Go to Sales Potentials. It will prompt (Click on +) Create Potentials. SS19

4.1.1. POTENTIAL INFORMATION:- Potential Name BARCODE NUMBER (10 Digits Number)

Related TO BARCODE NUMBER (Note: Click on button it will -

Popup new window then Select applied Account Number

SS19

SS20

Related to Column press Icon green button this will pop open a new window with heading Account

against the search box .Please enter the 10 digit barcode number after entering 10 digits please press

search now button and that will lead to related to account code

4.1.2 CUSTOM INFORMATION:- CAF Serial Code In the CAF Form on the Left Side there will be Vincegrass

logo. There will be 6 digits serial code enter that code

here

Security Code Right Side of the Corner in the CAF will be finding an Hologram

CSC ESIN CSC Registration Number (Example: APR385I2901)

ASP ESIN ASP Registration Number

4.1.3 PERSONAL INFORMATION:- Applicant Name Customer Name

Father Name Customer Father Name

Date of Birth Customer Date of Birth

Age Group Minor (15-18),Adult (18-55),Old(55 above)

4.1.4 BANKING INFORMATION:- Account Name Customer Account Name

Account Number Bank Account Number

Bank Name Customer Account Bank Name

IFS Code Branch Code

Account Type Saving Account, Current Account

4.1.5 PRODUCT SUBSCRIPTION:- For RAP Card

Card Subscription R365

Protection Type Segment C

4.1.6 DOCUMENT INFORMATION:- Here you have to mention Document which you have taken from Customer Like

1. PAN CARD

2. ELECTROL ID

3. DRIVING LICENCE

4. RESIDENTIAL PROOF

5. CURRENT BILL

6. TELEPHONE BILL

CLICK ON SAVE BUTTON IT WILL SHOW POT NUMEBER

Note: This POT Number the ASP has to Mention the POT Number Clearly

on the back and front side of the envelop

Which is provided along with CAF .

It is the Responsibility of the ASP to include all the Documents after duly

filling the original in person and put the rubber stamp on all the duplicate

Documents

DISCLAIMER:

This Document is the Exclusive property of IFS Mobiles, Exclusive SBA OF

AndhraPrasesh.

This Document is prepared only for in-house training&offline support and for

the usage of all the Down line of IFS Mobiles, and this has no commercial value

whatsoever. No person or organization and establishment other than the team

of IFS mobiles or Vincegrass Creative Solutions Pltd is empowered to make any

changes. The Brand names of RAP and other used here are the respective

trademarks of those particular organizations.

Continued……..

FOR INFO PLEASE CONTACT:-

IFS MOBILES 1-4-88/2/39, PLOT NO-36, STREET NO-8, SBH COLONY, GHMC NO-175, NEW BAKARAM, GANDHI NAGAR, HYDERABAD-500080

Email:

: ifsmobiiles.apr@rentaphone.in

: srinivas@rentaphone.in

: rentaphone.ifs@gmail.com

Phone :

: 9849 30 5356 Srinivas

: 9550 27 9931 Venu Gopal

: 9849 50 5356 Vijay

: 9494 41 1414 Gopi

Skype ID’s:

pvssharma

venu.gopalp,

ifs_imate

mgovardhanreddy

kasalasri