Cirrus Shield gather all your data into tabs called \u201cObjects\u201d. An object is a set of fields in which are included information of your data.<\/p>\n
Cirrus Shield objects includes Leads, contacts, companies, opportunities, reports and much more.<\/p>\n
For example, the Lead objects contains fields with information describing the potential clients of your company, such as their name, position, phone numbers, status and the companies they work for.<\/p>\n
In Cirrus Shield, the object tabs will be on the left of your screen.<\/p>\n
To Edit\u00a0a Tab:<\/p>\n
Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Tabs\u00a0tab, and click on\u00a0Edit\u00a0Lead.Replace the Lead\u00a0Label\u00a0by Prospect.Click\u00a0Save.<\/p>\n
To Create a New Tab:<\/p>\n
Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Tabs\u00a0tab, and click on\u00a0New.Select Object\u00a0tab from the drop-down list (Type)Enter the\u00a0Name\u00a0of your tab in the label field.Select an object from the\u00a0Custom Object\u00a0drop-down. In this case, the Lead.<\/p>\n
Web tabs allow you to display a web pages like a google calendar, a satisfaction form, your website, etc. inside the Cirrus Shield CRM.<\/p>\n
To create a Web tab:<\/p>\n
Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Tabs\u00a0tab, and click on\u00a0New.Select\u00a0Web\u00a0tab from the drop-down list (Type)Enter the\u00a0Name\u00a0of your tab in the label field.Choose the Layout of the page.Enter the\u00a0Link of the site you want to display.Choose a\u00a0Icon for the tab if you want.<\/p>\n
Note that for best result you should enter 800 pixels in the Content Frame Height.<\/p>\n
Important information :<\/p>\n
If the Web Tab is “blank”,\u00a0it\u00a0is because some websites do not allow to display their site on another domain.<\/p>\n
Cirrus Shield allows you to\u00a0setup profiles that define which features and operations are accessible to the users.<\/p>\n
For example, the HR department doesn’t need to have information about the leads. So you can choose to hide this tab from the HR department.<\/p>\n
Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Tabs\u00a0tab, and click on Details\u00a0Lead.Click on\u00a0Profile\u00a0(on the top right).Click on\u00a0Edit\u00a0and choose which profile can see the tab. <\/p>\n","protected":false},"author":1,"featured_media":0,"parent":135,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-142","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=142"}],"version-history":[{"count":15,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/142\/revisions"}],"predecessor-version":[{"id":1487,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/142\/revisions\/1487"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/135"}],"next":[{"title":"Apps","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/customization\/apps\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/143"}],"prev":[{"title":"Page Templates","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/admin-guide\/customization\/page-template\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/141"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=142"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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\n Related Topic : Profile
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