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AIESEC SingaporeCustomer Relations Management (CRM) platform User Guide
Getting Started The platform is at http://aiesecsingapore.javelincrm.com The user names are below. Passwords please ask your respective BD person.  BD person, please let me (Victoria) know every time you update your password as well.
Introduction: interface This is the home screen when you first log in to the system. You’ll be seeing the Dashboardwhich tells you your tasks and latest updates.
Introduction: interface This is the top Tool Bar. You can access the main functions from here: Your recently opened pages Add new (person, organization, opportunity, case) Settings Cases Tasks Edit user setting, log out Sales Pipeline People and Organization Home
Other Functions? For the rest, please refer to the video tutorials! Video 1: Adding An Organization http://www.vimeo.com/5960983 Video 2: Opening Opportunities http://www.vimeo.com/5962418 Video 3: Cases http://www.vimeo.com/5963021 Video 4: Search, Lists, Dropbox And The Likes http://www.vimeo.com/5980247
Any Problems? Contact me, Victoria your dear MCVPBD at victoria.chen@aiesec.net!

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AIESEC Singapore CRM Guide

  • 1. AIESEC SingaporeCustomer Relations Management (CRM) platform User Guide
  • 2. Getting Started The platform is at http://aiesecsingapore.javelincrm.com The user names are below. Passwords please ask your respective BD person. BD person, please let me (Victoria) know every time you update your password as well.
  • 3. Introduction: interface This is the home screen when you first log in to the system. You’ll be seeing the Dashboardwhich tells you your tasks and latest updates.
  • 4. Introduction: interface This is the top Tool Bar. You can access the main functions from here: Your recently opened pages Add new (person, organization, opportunity, case) Settings Cases Tasks Edit user setting, log out Sales Pipeline People and Organization Home
  • 5. Other Functions? For the rest, please refer to the video tutorials! Video 1: Adding An Organization http://www.vimeo.com/5960983 Video 2: Opening Opportunities http://www.vimeo.com/5962418 Video 3: Cases http://www.vimeo.com/5963021 Video 4: Search, Lists, Dropbox And The Likes http://www.vimeo.com/5980247
  • 6. Any Problems? Contact me, Victoria your dear MCVPBD at victoria.chen@aiesec.net!