[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” background_image=”https:\/\/www.cirrus-shield.fr\/wp-content\/uploads\/2023\/02\/Green.png” custom_padding=”0px||||false|false” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” custom_padding=”131px||||false|false” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.20.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Inter|600|||||||” text_text_color=”#FFFFFF” text_font_size=”39px” header_font_size=”42px” header_3_font_size=”46px” hover_enabled=”0″ header_font_size_tablet=”35px” header_font_size_phone=”30px” header_font_size_last_edited=”on|tablet” header_line_height_tablet=”1.2em” header_line_height_phone=”1.2em” header_line_height_last_edited=”on|tablet” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
<\/span><\/strong><\/h1>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}” locked=”off”][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ _builder_version=”4.21.0″ _module_preset=”default” custom_margin=”|auto|19px|auto||” border_radii=”on|6px|6px|6px|6px” border_width_all=”2px” border_color_all=”#FFFFFF” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” link_text_color=”#168DC5″ background_enable_color=”off” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” link_option_url=”#prospection” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” link_option_url=”#commercial” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” link_option_url=”#formations” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ _builder_version=”4.21.0″ _module_preset=”default” transform_translate=”0px|8px” border_radii=”on|6px|6px|6px|6px” border_width_all=”2px” border_color_all=”#FFFFFF” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” link_option_url=”#activites” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” link_option_url=”#pilotage” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” link_option_url=”#boutons” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” admin_label=”Section” _builder_version=”4.19.1″ _module_preset=”default” background_color=”#0c1b2e” background_image=”https:\/\/www.cirrus-shield.fr\/wp-content\/uploads\/2022\/12\/10.png” background_size=”contain” background_position=”top_right” background_horizontal_offset=”-10%” background_vertical_offset=”41%” locked=”off” global_colors_info=”{}”][et_pb_row module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”1px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”guide-admin” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”#2daa4f” toggle_font=”Inter|700|||||||” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}” open=”off”][\/et_pb_accordion_item][et_pb_accordion_item title=”Admin Guide” open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”User Profile” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]Click here <\/strong><\/a> to fill in your user profile information: First Name, Last Name, Phone, Email, Language, Time Zone, Google Calendar ID…[\/et_pb_accordion_item][et_pb_accordion_item title=”Organization” open=”on” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” sticky_enabled=”0″]Click here <\/a> to fill in your Organization’s information: Name, Contact Details, Logo, Currency, Email Server…<\/strong>[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”marketing” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}” open=”off”][\/et_pb_accordion_item][et_pb_accordion_item title=”Marketing” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.21.0″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off”][\/et_pb_accordion_item][et_pb_accordion_item title=”Campaigns” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A campaign is a communication act to promote your products and services. Click here to create a new campaign. Specify its type, its status, and fill in the remaining corresponding fields.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Campaign Members” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]Campaign members are the contacts to whom you sent the marketing campaign. Click here to add members and specify if they have read your emails or have unsubscribed. Note that campaign members are synchronized with the campaigns created in Sendinblue.[\/et_pb_accordion_item][et_pb_accordion_item title=”Sendinblue” open=”on” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” sticky_enabled=”0″]The “Migrate to Sendinblue” button is located on the main list page of your contacts or prospects, in the first drop-down menu on the left. Choose the view you want (Ex: My contacts in Paris) and click the button to migrate the list to Sendinblue, where you will set up your marketing campaign.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”prospection” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}” open=”off”][\/et_pb_accordion_item][et_pb_accordion_item title=”Prospecting” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”Prospects” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]A campaign is a communication act to promote your products and services. Click here to create a new campaign. Specify its type, its status, and fill in the remaining corresponding fields.[\/et_pb_accordion_item][et_pb_accordion_item title=”Contacts” open=”off” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” sticky_enabled=”0″]A contact is a person who has become a client. Clickhere<\/a> to create a new contact. After creating it, you will be able to send them training sessions, campaigns, quotes, invoices, appointments, etc.[\/et_pb_accordion_item][et_pb_accordion_item title=”Accounts” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]An account is a company that has been converted into a client. <\/strong>. Click here <\/a> to create a company belonging to a contact. After creating it, you will be able to send it training sessions, quotes, invoices, etc. You can click on the associated Contacts list (at the top) to see all the contacts that belong to this account.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”commercial” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Sales” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”Opportunities” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]An opportunity is a potential project tracked in the CRM from the moment it is detected until the sale is closed. Click here <\/a> to create a sales opportunity, specify a name for it (Ex: Training for Carrefour for 6 people), a stage (New \u2013 In Progress \u2013 Won \u2013 Lost), and associate it with a prospect or a contact and\/or an account. Once the opportunity is created and saved, you can assign it training, a decision process, tasks, documents, participants, and training days. Finally, generate a quote from this opportunity and transform it into a training session. All the elements will be carried over to the Session record. Quote lines and invoice lines include the training in question, quantity, price, and the discounts specific to this training. The quote and the invoice can be composed of one or more lines. Click here to create a new quote line and here to create a new invoice line.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”formations” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Formations” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.21.0″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off”][\/et_pb_accordion_item][et_pb_accordion_item title=”Training Catalog” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]The training catalog gathers the offers proposed by your organization. Click here to create each item in your training catalog and add all the information such as the unit price, reference, recommended duration, objectives, and description.[\/et_pb_accordion_item][et_pb_accordion_item title=”Training Sessions” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]A training session is an educational event offered to participants or trainees. Click here to create a new training session (Ex: English level 1 for Carrefour – 6 people) and fill in all the proposed fields. Once created, save and attach the participants, days, satisfaction questionnaires, and documents to your Session.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Participants” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A participant is the learner in one of the created training sessions. Click here to create your participant, choosing them from the contact base already present in your CRM. Once created, save and generate their certificate of completion and their end-of-training attestation using the “Generate a template” button.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Schedule\/ Days” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n The Schedule or Training Days represent the calendar for all your training sessions that span several days. Click here to fill in a new day linked to a training session and specify if it took place in the morning, the afternoon, or all day. You can also use this module to add your trainers’ days off and generate the electronic attendance sheet.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Trainers” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A trainer is the person in charge of training the participants of the training session. Click here to add a new trainer (internal or external) and fill in all their information.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Satisfaction Surveys” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n A satisfaction survey is an evaluation questionnaire that you send to participants before or after the training session. Click here to fill in the answers from a questionnaire sent to participants. Note that this Module is connected to the satisfaction form on your website: each questionnaire filled out online is directly synchronized in this section.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”activites” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Activities” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”Tasks” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A task is a piece of work to be done within a specific time. Click here to create a new task. Specify a deadline, a priority, a type, and associate it with a contact, trainer, or collaborator.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Appointments” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n An appointment is an event such as a call or a meeting. Click here to create a new Appointment and associate it with a contact, a trainer, or a company.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Documents” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n A document is a file or an item such as a photo, an Excel or Word file, a quote, an agreement, a contract… Click here to add a new document and save the information. Once created, click the “Send for signature” button.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”pilotage” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Management” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”Reports” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A report is a summary in the form of a table and graph, designed to help you sell smarter, track progress towards your objectives, and quickly identify problems. Click here to access all the reports linked to the data saved in your CRM.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Dashboards” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n A dashboard is a management tool that groups together several reports of your choice. Click here to create a new dashboard and add the reports you want.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”bouton” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Boutons” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”Convert Prospect” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Click the convert prospect button to turn your prospect into a client.<\/p>\n \u00a0<\/strong><\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Send Invitation” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Click the send invitation button on the Session object to send the invitation to your participants.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Send Satisfaction Survey” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Click the send satisfaction survey button to send the link to the satisfaction form\/questionnaire to your learners.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Electronic Attendance Sheet” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Click the “Electronic Attendance Sheet” button on the Day object, found in the Session, to generate the trainees’ attendance sheet.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Electronic Signature” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Click on the Document object and add a document with a recipient as a contact. Then, click the electronic signature button to send the document to the contact so they can sign it electronically via Docusign or Hellosign.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Migrate to Sendinblue” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n In the Prospects\/Contacts\/Trainees object view, click the migrate to Sendinblue button to synchronize the contacts to a list in Sendinblue. You can then send a targeted campaign.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Create Training Session” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n On the Quote or Agreement object, you can click the “Create session” button for it to be created automatically.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Fill Address” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n To save time, click the “fill billing address” button on the Quote and Invoice objects so that the client’s address is filled in automatically.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Kanban” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Display the Kanban view (button present on the general view).<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Data Import” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n Click the data import button located at the top left to import your Excel file.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”configuration” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” open_toggle_background_color=”RGBA(255,255,255,0)” closed_toggle_text_color=”#FFFFFF” closed_toggle_background_color=”RGBA(255,255,255,0)” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”configuration” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Configuration” closed_toggle_text_color=”#2daa4f” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n Configuration is the section dedicated to the CRM administrator. In this section, all the settings are made (Creation, Modification, Customization, and Deletion of modules). Click here to start customizing your Cirrus Shield interface.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”terminologies” module_class=”pa-add-accordion-icon” _builder_version=”4.21.0″ transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”1px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” custom_padding=”53px|||||” transform_styles_tablet=”” transform_styles_phone=”” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.1″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#2daa4f” closed_toggle_text_color=”#FFFFFF” icon_color=”#2daa4f” icon_font_size=”45px” module_id=”boutons” _builder_version=”4.27.4″ _module_preset=”default” toggle_text_color=”RGBA(255,255,255,0)” closed_toggle_font=”Inter||||||||” body_text_color=”#B3B3B3″ background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ border_width_all=”0px” border_color_all=”RGBA(255,255,255,0)” border_width_bottom=”1px” border_color_bottom=”#D6D6D6″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=” Quel support est-il propos\u00e9 aux clients de Cirrus Shield et comment contacter votre support \u00e0 la client\u00e8le?” open=”off” use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.19.2″ custom_css_main_element=”display: none; ” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Terminologies” closed_toggle_text_color=”#2daa4f” icon_color=”RGBA(255,255,255,0)” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”44px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_text_color=”#2daa4f” toggle_font_size=”22px” open=”off” sticky_enabled=”0″][\/et_pb_accordion_item][et_pb_accordion_item title=”Object” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n An object is similar to a table containing your data. Each column of this table corresponds to a field in your object.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Fields” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n Each object has several fields (Ex: Name, Phone, Street, Postal Code, Email…). There are 18 types of fields in the CRM. Click here for more information.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Record” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A record is a piece of data created in the CRM. Ex: Create a new contact Alain Allemont. In this case, Alain Allemont is a record.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Tab” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A tab is the folder in which an object is located. You can choose a color for your tab, specify its visibility rights within your team, and associate it with a URL instead of an object (Ex: Your website).<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Page Layout” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n The page layout is the space that allows you to customize the way a record page will appear, including the sections and the order of the fields.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Application” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n An application is a set of tabs. In most cases, the platform only includes the CRM application, but you can create others by clicking here.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Templates” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]<\/p>\n A template is a document that you install in the CRM to be able to generate it in the corresponding object (Quote, Agreement, Contract, Invoice…).<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Related Lists” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n A related list is found on a record’s page when you click on its name. It is located at the top next to “Detail”. Related lists contain the tabs linked to the record you are viewing.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Cirrus Shield CRM User Guide Admin GuideMarketingProspectingSalesTrainingActivitiesManagementButtonsConfigurationTerminologiesClick here to fill in your user profile information: First Name, Last Name, Phone, Email, Language, Time Zone, Google Calendar ID…Click here to fill in your Organization’s information: Name, Contact Details, Logo, Currency, Email Server…A campaign is a communication act to promote your products and services. Click here to […]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"_uag_custom_page_level_css":"","footnotes":""},"class_list":["post-4490","page","type-page","status-publish","hentry"],"aioseo_notices":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false,"et-pb-post-main-image":false,"et-pb-post-main-image-fullwidth":false,"et-pb-portfolio-image":false,"et-pb-portfolio-module-image":false,"et-pb-portfolio-image-single":false,"et-pb-gallery-module-image-portrait":false,"et-pb-post-main-image-fullwidth-large":false,"et-pb-image--responsive--desktop":false,"et-pb-image--responsive--tablet":false,"et-pb-image--responsive--phone":false},"uagb_author_info":{"display_name":"Antoine El Khawand","author_link":"https:\/\/www.cirrus-shield.fr\/en\/article\/author\/antoine\/"},"uagb_comment_info":0,"uagb_excerpt":"Cirrus Shield CRM User Guide Admin GuideMarketingProspectingSalesTrainingActivitiesManagementButtonsConfigurationTerminologiesClick here to fill in your user profile information: First Name, Last Name, Phone, Email, Language, Time Zone, Google Calendar ID...Click here to fill in your Organization's information: Name, Contact Details, Logo, Currency, Email Server...A campaign is a communication act to promote your products and services. 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\n<\/strong><\/span><\/span>[\/et_pb_accordion_item][et_pb_accordion_item title=”Quotes” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]A quote is a detailed statement of the work to be performed with a price estimate. You can create a quote either from a contact, from the Quotes object by clicking here, or by clicking the button to generate a quote from an opportunity.[\/et_pb_accordion_item][et_pb_accordion_item title=”Invoices” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”off” sticky_enabled=”0″]An invoice is a general accounting document that proves a purchase or a sale. You can create an invoice either from a contact’s record, from the Invoice object by clicking here<\/a>, or by clicking the button to generate an invoice from a quote. Name your Invoice (Ex: Invoice for Carrefour\u2013 6 people), specify its status, the sent date, the due date, assign it to a prospect, a contact, or an account, and fill in the remaining fields. Once created, click the “Fill billing address” button, then a little further down the page, start adding the invoice lines from your training catalog. Finally, generate the invoice by clicking the “Generate a template” button.<\/strong>
\n<\/strong>[\/et_pb_accordion_item][et_pb_accordion_item title=”Quote Lines and Invoice Lines” icon_color=”#2daa4f” toggle_icon=”3||divi||400″ use_icon_font_size=”on” icon_font_size=”45px” _builder_version=”4.27.4″ body_font_size=”20px” body_line_height=”1.72em” background_color=”RGBA(255,255,255,0)” background_enable_color=”on” hover_enabled=”0″ border_width_top=”0px” border_width_right=”0px” border_width_left=”0px” global_colors_info=”{}” toggle_font_size=”22px” open=”on” sticky_enabled=”0″]<\/p>\n