A Tour of the CRM Portal

The CRM Portal is the control center for your platform, where you will handle the initial setup and ongoing management of your products, users, and automated processes. This guide will walk you through the features and functionalities available to you.

Menu Item	Description
Dashboard	Your main landing page with an overview of all order statistics and key metrics.
Leads	Manage potential customers and track their journey from prospect to client.
Tasks	Used for creating, tracking, and managing internal team tasks to ensure all necessary actions are completed.
Scheduling	A calendar and booking tool to manage appointments, meetings, and schedules.
Store Manager	Your e-commerce hub. Manage Products, set up Categories, create Coupons, and run Promotions.
Marketing	Tools to manage marketing campaigns, email templates, and customer communication.
Admin	The back-end control panel for system administrators. Find here powerful tools for managing your platform. They include: Workflows, Forms, Users, and global Settings.

The navigation menu is customizable and role-based. Your assigned role (e.g., Administrator, Developer, Marketing personnel) determines which items you can see and access.

The Dashboard

The dashboard is designed to give you a real-time, high-level overview of your entire order ecosystem. It provides instant insights into sales performance, operational workload, and potential bottlenecks, allowing you to make informed decisions quickly.

Here is a summary of the dashboard's features:

Feature	Description
High-Level KPI Cards	Four cards at the top summarizing Total Orders, Open Orders (Paid), Open Orders (Unpaid), and Closed Orders to provide a quick overview of sales health.
The Order Workflow Pipeline	A visual tool that shows the real-time status of all open orders, helping to spot bottlenecks and track progress through the fulfillment stages.
Performance & Goal Tracking	Gauges that measure the team's efficiency, including the average time it takes to close an order and the percentage of successfully closed orders, both compared against set targets.
Powerful Data Filtering	Allows for detailed analysis by enabling users to filter data by order creation date, product categories, and specific product types.

To gain a deeper understanding of the Dashboards features, you can check the Dashboard Overview article.

Store Manager

The Store Manager lets you manage key parts of your e-commerce setup. Add new products, organize them into categories, offer discounts with coupons, and run promotions to boost sales. It’s where you set up and manage your brand’s storefront.

Feature	Purpose
Products	Build your product catalog, defining details for one-time and subscription-based items.
Categories	Organize your products into groups for easier filtering and navigation.
Coupons	Create and manage discount codes that patients can apply at checkout.
Promotions	Set up special offers and sales for your products.

Marketing

CarePortals offers built-in marketing tools to help you create, schedule, and manage targeted communications for your patients and leads. Key features include audience segmentation, customizable email templates, and campaign management tools.

You can design and automate outreach to drive engagement, promote products or services, and convert leads more effectively.

Tool	Purpose
Segments	Group your patients and leads into lists based on specific criteria, such as location or purchase history, for targeted campaigns.
Campaigns	Create and send email campaigns to specific segments with tailored messages. Ideal for promotions, product announcements, or re-engagement efforts.
Templates	Design and manage reusable email templates for your campaigns and automated communications. Use templates in both Workflows and Campaigns.

Scheduling

The Scheduling module is a complete booking system that allows you to manage provider availability, define appointment types, and oversee all scheduled consultations.

Tool	Purpose
Appointments	View and manage all scheduled appointments in a calendar or list layout.
Services	Define the different types of appointments you offer, including their duration, scheduling, forms, and any other specific rules.
Schedules	Create and manage provider availability by setting up recurring weekly schedules or specific one-off time slots.

Admin Manager

Within the Admin panel, you can find these tools for platform-wide configuration:

Tool	Purpose
Users	Manage your team's access to the CarePortals platform and assign user roles.
Forms	Build and customize booking forms using our HIPAA-compliant form builder to collect necessary medical/personal information.
Workflows	Build automations to streamline clinical and operational workflows, and integrate seamlessly with 3rd-party platforms—no coding required!
Settings	Configure global settings for your portals.

Next Steps

If you are looking to learn how to execute specific tasks or understand the workflow engine, check the following guides:

How to Create a Product (One-Time and Subscription): Learn how to build your product catalog, including one-time and subscription products.
The Workflow Automation Engine: Understand how to automate platform tasks.

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