📖 MyCRM User Manual

Welcome to MyCRM! This guide will help you make the most of your customer relationship management system.

🚀 Getting Started

MyCRM is a comprehensive customer relationship management system built with Google Sheets integration.

First Steps

1. Deploy the Backend: Set up Google Apps Script with your Web App URL
2. Initialize Data: Run "Initial Setup" from the MyCRM menu in Google Sheets
3. Generate Samples: Use "Generate Sample Data" to see how it works
4. Customize: Replace sample data with your real information

📊 Dashboard

Your dashboard provides an at-a-glance view of your business metrics.

Key Metrics

• Total Clients: Number of clients in your database
• Active Tasks: Uncompleted activities requiring attention
• Open Deals: Deals currently in your pipeline
• Pipeline Value: Total value of all active deals

Sales Pipeline Chart

Visual representation of your deals across different stages:

• Lead (Blue)
• Qualified (Teal)
• Proposal (Purple)
• Negotiation (Orange)
• Won (Green)

👥 Managing Clients

The Clients page is your central hub for customer information.

Adding a New Client

1. Click the "+ Add Client" button
2. Fill in required fields (Name, Email)
3. Add optional information (Phone, Company, Address)
4. Select products/services they use
5. Set status (Active, Lead, or Inactive)
6. Click "Save Client"

Editing Clients

Click "Edit" next to any client to update their information. All changes are saved immediately to Google Sheets.

Searching Clients

Use the search box to find clients by name, email, or company. Results update as you type.

🏷️ Product Tagging

Tag clients with the products and services they use for better tracking and cross-sell opportunities.

Managing Products

1. Go to Settings
2. Scroll to "Products & Services" section
3. Click "+ Add Product"
4. Enter product name and description
5. Set status (Active/Inactive)
6. Save

Tagging Clients

1. Edit any client
2. Scroll to "Products/Services" section
3. Check products they use
4. Save client
5. Product tags appear as colored badges in the client table

✅ Activities

Track tasks, follow-ups, and to-dos with the Activities module.

Creating Activities

1. Click "+ New Activity"
2. Enter title (e.g., "Follow up call")
3. Add description (optional)
4. Select client (optional)
5. Set due date
6. Choose priority (High/Medium/Low)
7. Save

Priority Levels

• High: Red badge - Urgent tasks
• Medium: Orange badge - Standard tasks
• Low: Green badge - Non-urgent tasks

Completing Tasks

Simply check the checkbox next to any activity to mark it complete. Completed tasks are automatically strikethrough.

Filtering

Use filter tabs to view:

• All Tasks: Everything in your list
• Active: Only uncompleted tasks
• Completed: Finished tasks

💰 Sales Pipeline

Manage your sales opportunities through every stage.

Creating Deals

1. Click "+ New Deal"
2. Enter deal title
3. Select client
4. Enter deal value ($)
5. Choose stage
6. Set probability (%)
7. Add expected close date
8. Save

Deal Stages

Deals progress through these stages:

• Lead: Initial contact (Blue)
• Qualified: Opportunity qualified (Teal)
• Proposal: Proposal sent (Purple)
• Negotiation: In negotiations (Orange)
• Won: Deal closed successfully (Green)
• Lost: Deal lost (Gray)

📈 Reports

Analyze your business performance with visual reports.

Available Reports

• Revenue by Month: Track revenue trends over time
• Pipeline Distribution: See deals across all stages
• Client Activity: Monitor engagement levels
• Product Performance: Track product adoption

Key Metrics

• Total Revenue: Sum of all deal values
• Conversion Rate: Percentage of deals won
• Active Clients: Clients with "active" status
• Average Deal Size: Mean deal value

⚙️ Settings

Configure your CRM and manage products.

Connection Status

View your connection to Google Sheets. Click "Test Connection" to verify everything is working.

Product Management

Add, edit, or remove products and services. See how many clients use each product.

Data Management

• Export All Data: Download complete dataset
• User Manual: Opens this guide
• Clear All Data: Removes all records (use with caution!)

⌨️ Keyboard Shortcuts

Speed up your workflow with these shortcuts (coming soon):

• Ctrl + N: New item (context-aware)
• Ctrl + K: Quick search
• Esc: Close modal/dialog
• /: Focus search box

🔧 Troubleshooting

Connection Issues

Problem: "Connection Error" in Settings

Solution:

1. Verify your Web App URL is correct in HTML files
2. Ensure Web App is deployed with "Anyone" access
3. Check if Google Sheets is accessible
4. Try redeploying the Web App

Data Not Showing

Problem: Empty tables or missing data

Solution:

1. Run "Initial Setup" from MyCRM menu in Google Sheets
2. Click "Generate Sample Data" to populate test data
3. Test connection in Settings
4. Check browser console for errors (F12)

Products Not Appearing

Problem: No products in dropdown

Solution:

1. Go to Settings → Products & Services
2. Add at least one product
3. Ensure product status is "Active"
4. Refresh the Clients page

Getting Help

If you continue experiencing issues:

• Check that CODE-ENHANCED.gs is deployed correctly
• Verify all sheets exist (Clients, Activities, Deals, Products, Activity Log)
• Test with sample data first
• Clear browser cache and reload

Need More Help?

Visit Dashboard to get started, or explore each module to learn by doing!