CRM overview

The CRM (Customer Relationship Management) module manages leads for both clients and workers, and captures website enquiries. Leads let you manage the client onboarding process separately from the client profile. When a lead converts, their information transfers to a new client profile automatically.

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Website enquiries

An enquiry form built to match your company website feeds data into the VCore Website Enquiries area for reporting and visibility.

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Viewing enquiries

Navigate to Operations → CRM → Website Enquiries to see all enquiries in the database.

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Customising the list

Use the Column Chooser to add or remove columns. Drag fields from the chooser into the header area, rearrange by dragging, or remove by dragging back.

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Searching for enquiries

Search in the top right corner by entering criteria such as a name. The search highlights matching records across the data set.

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Filtering and grouping

Filter a column by selecting the filter icon on the right. Choose the values to display and click OK. Group the data by dragging a column header to the grouping area at the top left.

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Exporting to Excel

Export enquiry data to Excel by clicking the Excel icon.

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Managing individual enquiries

Viewing the form - click View to review the enquiry details in the original form format. Deleting an enquiry - click Delete to remove an enquiry. A confirmation window appears to prevent accidental deletion.

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Adding an enquiry to leads

Push enquiry data into the leads pipeline. Data from the form is mapped automatically where the field types match (for example, drop-down to drop-down). Fields need to be linked by the Visualcare team when the form is built, and options in the form must match those in the database.

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Lead profile missing sections

If the General Details and Health sections are missing from a lead’s profile, the Type field on the lead is blank. Open the lead, set the Type to Client, click Save, and refresh the page - the missing sections then appear.

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Running into issues?

See Client management troubleshooting for common errors and fixes.

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