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How to enable CRM on your RingByName account

← RingByName CRM
RingByName™ CRM will allow customers to truly manage all of your business relationships, giving you access not only to call notes, and customer contact history, but track your sales opportunities and improve your sales cycle. This easy to use tool will allow you to track sales stages, deal values, and run reports to analyze and allow you to close a deal faster and more efficiently. 

To enable CRM and begin using it on your account, please follow these steps:

Verify that you have CRM licenses active on your account

If you have not already purchased CRM licenses, contact Customer Care at 855-345-7464 or e-mail us at service@ringbyname.com.

If you do not currently have any active licenses on your account or have not assigned them to users, you will receive an error message stating to "Please contact your system administrator to see if it is already available on your account".

Navigate to the Web Admin Portal to assign CRM licenses

  1. Begin by clicking on your name in the top-right corner of the web application

  2. Select "Go to System Administration" from the drop-down menu. If the System Administration option does not appear in the drop-down, this means that you do not have sufficient permissions to access the system administration area. Please contact your system administrator for more information.

  3. Click on "RingByName Setup" along the navigation bar along the top of the page. A listing of all users will appear on the screen.

  4. Select and click on the name of the user for whom you would like to enable CRM.

  5. In the "User Details" settings located in the third column (far right), scroll down and locate the " CRM Options" area, then click on "Enable CRM for this user", and click on save.



  6. Repeat steps 4 and 5 until you have activated CRM on all users that require access.

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