ShareCRM Core Application Guide

ShareCRM is a core application within the ShareCRM platform. To obtain a ShareCRM account, you must first register an enterprise account on ShareCRM and then add the “CRM” application.

1. Registering a ShareCRM Account

• Register an enterprise account on the ShareCRM official website.

• If your enterprise already has a ShareCRM account or you possess one, simply log in.

2. Configuring the Org Structure

To effectively manage employees, maintain the Org Structure under Admin > Departments & Employees.

• Entire Company: The top-level node of the Org Structure, representing all departments. Defaults to “Entire Company” (name editable).

• Departments: Create departments under “Entire Company.” For optimal employee and data management in ShareCRM, pay attention to:

  • Parent Department: Each department has a parent. In ShareCRM, the parent department’s manager can view all data of subordinate departments. Configure “Parent Data Visibility Scope” under [CRM > CRM Management > Rule Settings > Basic Settings] as either:

    • All Subordinate Data: Drills down to all lower-level department data.

    • Direct Subordinate Data: Only includes data from immediate subordinate departments.

  • Department Manager: Assign a manager to enable “Manager’s Superior Approval” in workflows or business process management. Here, “superior” refers to the manager of the employee’s department.

3. Adding ShareCRM Accounts

Add and maintain employees under Admin > Departments & Employees.

• Create Employee: When entering employee details, note:

  • Primary Department: The employee’s main department (only one). Used in workflows to route approvals to the primary department’s manager.

  • Reporting Manager: Defaults to the primary department’s manager (editable). In ShareCRM data permissions, “superior” refers to the reporting manager. For example, “Responsible by My Subordinates” in Accounts shows records where the account owner’s reporting manager is the current user.

4. Adding the CRM Application and CRM Accounts

ShareCRM is a paid core application. Once purchased, proceed as follows:

1. The system admin adds the “CRM” application under App Management.

2. Assign CRM admin roles within the CRM application.

3. The CRM admin allocates roles to employees via [CRM > CRM Management > Permission Management]. Users with CRM roles gain the “CRM” tab.

4. Note: The ability to add the CRM application and the number of CRM users depend on your enterprise’s subscription.