Concursive ConcourseSuite CRM Help

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Website Module FAQs

  • Help Home
  • Modules
    • Home Page
      • How To:
        • Add An Action List
        • Change Location Settings
        • Change Personal Information
        • Create A Contact
        • Create A New Message
        • Create Reassignments
        • Forward A Message
        • Forward A Task
        • Modify An Action List
        • Reply To A Message
        • Send A Message
        • Update Password
        • Create a Task
      • FAQs
    • Leads
      • How To:
        • Add A New Lead
        • Export Leads
        • Import Leads
        • Use Action Lists
      • FAQs
    • Contacts
      • How To:
        • Add A Contact
        • Export Contacts
        • Search Contacts
      • FAQs
    • Pipeline
      • How To:
        • Add An Opportunity
        • Export Opportunities
        • Search Opportunities
      • FAQs
    • Accounts
      • How To:
        • Add An Account
        • Add Account Revenue
        • Export Account Data
        • Modify Account Details
        • Modify Contact Details
        • Modify Account Folder Records
        • Modify Account Opportunity Details
        • Modify an Account Revenue Record
        • Modify Account Ticket Details
        • Search Accounts
      • FAQs
    • Marketing
      • How To:
        • How To Add A Campaign
        • Create a Marketing Campaign
        • Add a Message
        • Add a Marketing Survey
      • FAQs
    • Help Desk
      • How To:
        • Add A Ticket
        • Create List Of Documents
        • Create List Of Tasks
        • Export Tickets
        • Search Existing Tickets
        • Assign an Action Plan
      • FAQs
    • Employees
      • How To:
        • How To Add An Employee
        • How To Modify Employee Details
      • FAQs
    • Reports
      • How To:
        • How To Create Reports
      • FAQs
    • Admin
      • How To:
        • Add A New Role
        • Adding A New User
        • Modify User Details
        • Modify a Role
        • How To Create an Action Plan
        • Manage Groups
        • Manage Portal Roles
      • FAQs
    • Projects
      • How To:
        • Add A Ticket
        • Add News
        • Modify a Team
        • Set Up A Team
        • Setup Projects
      • FAQs
    • Products
      • How To:
        • How To Search Products
        • How To Import a Product
      • FAQs
    • Quotes
      • How To:
        • Create Quotes
      • FAQs
    • Documents
      • How To:
        • Add Files to a Document Store
        • Configure Document Store Permissions
        • Create A Document Store
        • Link an Account to a Document Store
        • Modify a Document Store
      • FAQs
    • Website
      • FAQs
  • How To:
  • Frequently Asked Questions (FAQs)
  • Glossary

Website

How do I get my website to show up on a search engine?
Search Engine optimization takes a bit of time and effort, but if you follow best practices you will be able to see results in your websites. Our professional services department can walk you through some best practice methods of gaining top placement on search engines.
Why should I use this website tool over others?
One of the main underlying reasons of using our web content management system is the simple integration with your CRM. When a site visitor enters in contact information on a contact us form or survey, it shows up as a lead on your CRM. Similar functionality exists with your products catalog and your public documents catalog.
Can I upload my own cascading style sheets?
The web tool has been designed around web standards and does support cascading style sheets. You can upload them in the editing screen.
Does Concursive host my website if I use the tool?
The website will be hosted on the same robust servers that host your tools.