Forbes: Why Your Small Business Needs CRM

From Forbes Online: http://www.forbes.com/sites/aileron/2013/05/01/why-your-small-business-needs-crm/#7a901ae66e72 Author: Aileron, A Forbes Contributing Writer A CRM (Customer Relationship Management) is probably one of the most valuable systems that any small...

Introduction to Entrepreneurship for Teens

Erin Lewis, COO / CFO at mTusker, will be speaking at the Boulder Public Library on Saturday, June 25, 2016 10:00 AM to 4:00 PM for a special discussion on Entrepreneurship for Teens. This free event is open to any teen interested in learning about entrepreneurship!...


mTusker base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm mTusker will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.