| Topic | Presenter | Summary | Duration | Tags | Certification Quiz | Captions |
| --------- | -------------- | --------------------------------------------------------------------------------- | -------- | --------------------------------------------------------- | ------------------ | -------- |
| CRM Audit | Kristin Wagner | This video walks through how to conduct the monthly CRM audit of active projects. | 7:25 | #ClarityAdmin; #PMandOps; #ClarityTraining, #CRM, #Audits | N/A | |00:00:03.120 --> 00:00:06.137 - So when you log into the CRM. 00:00:09.030 --> 00:00:13.595 - Do you see, uh, can you drop down in your dashboard 00:00:13.595 --> 00:00:18.575 - to find active accounts so when I log in, can you go 00:00:18.575 --> 00:00:23.970 - up to the home like at the very top cat? Do that, OK? 00:00:42.240 --> 00:00:44.720 - OK, perfect so accounts. 00:00:46.280 --> 00:00:48.060 - And then active accounts. 00:00:50.010 --> 00:00:53.233 - I don't know what I just said. Maybe I pinned it 00:00:53.233 --> 00:00:54.698 - for you. I don't know. 00:00:56.100 --> 00:01:00.665 - Would this then you should be able to just like look 00:01:00.665 --> 00:01:02.325 - for the different accounts? 00:01:03.830 --> 00:01:08.716 - And on that way you can just kind of mirror it to go through. 00:01:08.716 --> 00:01:12.555 - Uhm, the project list that you have for the PM audits. 00:01:14.850 --> 00:01:19.275 - So then when you click on it so it for this when it's gonna be. 00:01:21.610 --> 00:01:24.536 - This knew better plastics I guess. Yeah 00:01:24.536 --> 00:01:27.880 - the old one is an archived one that's 00:01:27.880 --> 00:01:29.134 - really old, OK? 00:01:30.890 --> 00:01:35.450 - Oh, I'm not like this you so part of your 00:01:35.450 --> 00:01:38.186 - CRM on it is gonna be. 00:01:40.120 --> 00:01:41.299 - And I'll wake. 00:01:42.450 --> 00:01:46.832 - Build out kind of a checklist, or we can kind of build it out 00:01:46.832 --> 00:01:50.901 - together is, yeah, making who is the owner, which I think that is 00:01:50.901 --> 00:01:52.779 - part of your PM audit, right? 00:01:54.700 --> 00:01:59.380 - I'm so that if you ever need to adjust it because when I 00:01:59.380 --> 00:02:02.620 - create new projects, I'm technically the owner, so you 00:02:02.620 --> 00:02:06.940 - can just go and switch the name OK and it will come. 00:02:08.160 --> 00:02:11.976 - I'm changing the owner, one of them. What else is in the 00:02:11.976 --> 00:02:13.884 - chocolates for your PM on it? 00:02:14.710 --> 00:02:22.200 - Um, so it asks about. Uhm, is the account positive? 00:02:23.920 --> 00:02:26.890 - Perfect um projects? 00:02:27.840 --> 00:02:30.230 - Uh, project status report sent. 00:02:31.200 --> 00:02:35.601 - So proved the hour's, the invoices, hours approved, things 00:02:35.601 --> 00:02:38.046 - like that will all be. 00:02:39.170 --> 00:02:41.000 - In the CRM? Uh, huh. 00:02:42.710 --> 00:02:43.520 - So. 00:02:45.370 --> 00:02:50.870 - For this little different, I don't even see where you're out, 00:02:50.870 --> 00:02:53.370 - like where their hours are. 00:02:57.550 --> 00:02:58.460 - Oh, OK. 00:03:00.960 --> 00:03:05.208 - This is how I view then. That was really awful this couple. 00:03:06.020 --> 00:03:11.870 - So uhm for these in the reports that I need an you can kind of 00:03:11.870 --> 00:03:17.330 - just mimic it of- here. PM on it. Basically I just need a list 00:03:17.330 --> 00:03:19.280 - of all the active projects. 00:03:20.160 --> 00:03:24.030 - Uhm, you can do it by PM. So then that way you know the owner 00:03:24.030 --> 00:03:25.320 - or the owners. Obviously really 00:03:25.320 --> 00:03:30.386 - easy. An weather current hours balances so stop that'll check 00:03:30.386 --> 00:03:35.490 - your box. The positive or negative. Uh, huh. What they are 00:03:35.490 --> 00:03:36.882 - credited hours balances. 00:03:37.920 --> 00:03:40.755 - And if there are any outstanding invoices. 00:03:43.700 --> 00:03:46.725 - Yeah, I guess that we've sent them invoices, so I'll show 00:03:46.725 --> 00:03:50.300 - you how to get there too. So, um, if there are positive or 00:03:50.300 --> 00:03:53.325 - negative their hours balance today it will be here. So for 00:03:53.325 --> 00:03:57.725 - the PM on it, I think you just have to check yes or no for my 00:03:57.725 --> 00:04:00.475 - report. If you can list what their hours balances, that 00:04:00.475 --> 00:04:01.575 - would be really helpful. 00:04:02.980 --> 00:04:08.630 - Hours credited to date you can see, UM, it's 20.75. 00:04:10.270 --> 00:04:14.729 - OK, um the owner. We talked about that and for that you can 00:04:14.729 --> 00:04:18.845 - just check click in there. If you ever need to change them. 00:04:20.120 --> 00:04:20.450 - Uh-huh 00:04:21.970 --> 00:04:25.786 - so then if you come up here and click boddeker plastics here. 00:04:26.460 --> 00:04:27.970 - Scroll over. 00:04:30.550 --> 00:04:34.905 - And then I don't know why this is here. This invoice is one, 00:04:34.905 --> 00:04:39.260 - but it's not the correct one. Always go to the one after the 00:04:39.260 --> 00:04:43.723 - projects OK. So invoices you'll see here that there's 00:04:43.723 --> 00:04:45.040 - no active invoices. 00:04:46.580 --> 00:04:51.816 - If you click in the active you can see I always back date like 00:04:51.816 --> 00:04:57.052 - re filter by the date says the one like you can see when they 00:04:57.052 --> 00:05:00.792 - pay their last invoices for how many associated hours things 00:05:00.792 --> 00:05:05.654 - like that. But basically for the report that I will take and then 00:05:05.654 --> 00:05:09.768 - elaborate on for the VOA meetings I just need you can 00:05:09.768 --> 00:05:14.256 - just lump them by the PM and then their active projects. So 00:05:14.256 --> 00:05:16.126 - it's just what their current 00:05:16.126 --> 00:05:20.268 - hours balances. Credited hours today and if they have an 00:05:20.268 --> 00:05:21.612 - outstanding invoice or not. 00:05:22.300 --> 00:05:22.970 - OK. 00:05:24.110 --> 00:05:26.440 - And I would know if it's outstanding. If it's more 00:05:26.440 --> 00:05:27.139 - than a month. 00:05:28.430 --> 00:05:32.687 - If there's anything in the active oh OK, now for like 00:05:32.687 --> 00:05:36.944 - Carter's they have about. I think it's like 5 or 6 00:05:36.944 --> 00:05:41.201 - outstanding invoices. Uh huh there is no need. Like if a 00:05:41.201 --> 00:05:45.845 - project is on pause you don't need to worry about that. OK, 00:05:45.845 --> 00:05:50.489 - uhm, but if they weren't like let's let me pick some money. 00:05:50.489 --> 00:05:51.650 - OK, let's pick. 00:05:52.240 --> 00:05:56.510 - All in my spare time, I'll see if I can figure out the creating 00:05:56.510 --> 00:05:59.865 - of a dashboard to make your dashboard prettier, but in the 00:05:59.865 --> 00:06:04.135 - interim this will get you where you need to go, but at least you 00:06:04.135 --> 00:06:08.100 - know how to get here now, so jayveon WI just sent them an 00:06:08.100 --> 00:06:09.320 - invoice earlier today so. 00:06:10.310 --> 00:06:13.469 - Here's your view. Weather hours balances. We haven't credited 00:06:13.469 --> 00:06:16.979 - anytime for them, so if you do the drop down. 00:06:17.820 --> 00:06:21.236 - And click over 2 Oh my gosh. 00:06:22.680 --> 00:06:26.530 - An invoice is so how it's filtered? An active you'll 00:06:26.530 --> 00:06:27.685 - see it here. 00:06:29.040 --> 00:06:33.444 - OK, if they have an active in voice and it's an active 00:06:33.444 --> 00:06:37.114 - project, so not like Carter or anyone like that uh-huh. 00:06:39.210 --> 00:06:43.687 - Pick up Carter's not active right there on pause, so I 00:06:43.687 --> 00:06:48.164 - switched it from invoice to the information 'cause this is the 00:06:48.164 --> 00:06:53.048 - view I used. Uh, huh? You can copy and paste that link. 00:06:54.470 --> 00:06:56.850 - Into what you sent me. 00:06:58.030 --> 00:07:01.180 - So it's like do they have an active invoice, yes? 00:07:02.230 --> 00:07:05.464 - And then all of them should have a link whenever you 00:07:05.464 --> 00:07:06.640 - click it open OK? 00:07:08.370 --> 00:07:10.730 - And that is it OK? 00:07:13.040 --> 00:07:17.492 - And do you want these all in this in the same email? Does it 00:07:17.492 --> 00:07:21.308 - matter to you know? Just in the same email is perfectly fine 00:07:21.308 --> 00:07:24.488 - 'cause I'm just going to basically build it out, yeah?