FAQ & Help Center

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How can we help you?

Browse frequently asked questions about infiCRM — leads, follow-ups, reminders, quotations, and daily workflows.

Getting Started Leads Dashboard Settings
Getting Started

Login, roles, and basic navigation

infiCRM is a web-based Customer Relationship Management (CRM) system built for sales teams.

Key capabilities:

  • Capture & manage leads with full company and contact details
  • Track follow-ups and activity history on every lead
  • Set reminders so no opportunity is missed
  • View sales pipeline on an interactive dashboard
  • Create & print quotations linked to leads and customers

  1. Open the Login page in your browser.
  2. Enter your Username provided by your administrator.
  3. Enter your Password.
  4. Click the Log In button.

Forgot password? Contact your Admin to reset it.

Admin
  • View all leads across the team
  • Manage Master data (statuses, sources, products)
  • User management — add & list users
  • Export leads to Excel
  • User Dashboard — view each rep's pipeline
User
  • Add and edit leads
  • View My Leads (assigned + owned)
  • Log follow-ups and set reminders
  • Create and print quotations
Leads & Follow-ups

Managing leads, assignments, and daily sales activity

Menu: Lead Management → Lead → Add Lead

Fill in these details:

  • Company — name, industry, address, location
  • Contact — person, designation, email, phone
  • Lead info — source, status, priority
  • Assignment — assigned rep and lead owner
  • Products — add line items if applicable

Click Save to create the lead.

Menu: Lead Management → My Leads

  • Assigned to Me — Leads currently delegated to you for follow-up and action.
  • Lead Owner — Leads you originally created or own, even if reassigned to another rep.

This dual ownership model keeps accountability clear across the team.

  1. Open the lead from My Leads or the lead list.
  2. Go to the Follow-up section.
  3. Enter your notes / description.
  4. Set the next follow-up date.
  5. Update the lead status if needed.
  6. Attach files — up to 3 documents per follow-up.
  7. Click Save.

The pipeline dashboard automatically reflects the latest follow-up status.

Menu: Reminder → Add Reminder / List Reminder

  • Create reminders linked to leads and follow-up tasks.
  • Today's reminders appear on your Dashboard.
  • A notification badge in the header shows today's reminder count.
  • Use List Reminder to view all upcoming and past tasks.
Dashboard & Quotations

Pipeline visibility and document generation

Menu: Dashboard

Your daily CRM snapshot includes:

  • Today's Reminders — tasks due today
  • Follow-ups Due — upcoming activities
  • Assigned Leads — active lead count
  • Pipeline Chart — visual breakdown by lead status
  • Status Cards — click any card to view leads in that stage

  1. Open the lead you want to quote.
  2. Create a Quotation — customer and product details are pre-filled.
  3. Use the rich text editor to format your content.
  4. Click Save.
  5. Use Print to generate a professional document.

Menu: Quotation → List Quotation to view all quotations.

Yes — Admin users only.

  • Export leads to Excel from the lead list page with date range and assignee filters.
  • Import customers from Excel under Master → Customer for bulk data upload.
Master Data & Settings

Configuration, profile, and account settings

Menu: Master (Admin only)

Master data includes:

  • Lead Status
  • Lead Sources
  • Priority Levels
  • Contact Types
  • Communication Types
  • Categories
  • Departments
  • Customers
  • Products

Only Admin users can add or edit master records.

  1. Click your profile avatar in the top-right corner.
  2. Select My Profile to update your name and details.
  3. Select Change Password to set a new password.
Still need help?

Contact your system administrator or reach out to Infilemon Technologies for support, training, or feature requests.

Developed by: Infilemon Technologies  |  Product: infiCRM — Smart Customer Management