CRM
Opportunities, pipelines, records, lists, tasks, forms, CRM connections and AWS Partner Central.
Common tasks
The Wyra CRMWhat's in the Wyra CRM, how campaign prospects arrive as people and companies, how opportunities are created, CRM roles, and Ask Wyra.Opportunities and pipelinesWork opportunities on a board or list, read the opportunity page, and set up pipelines, stages, probabilities, AWS stage mapping, stage tasks and currencies in Wyra.Companies and peopleHow people and companies arrive in the Wyra CRM, how duplicates are avoided, what source and owner mean, and what each record page shows.ListsThe CRM Lists tab shows every campaign built from your own list of companies or people, with its scope and the file you uploaded.Tasks, events and callsWork your CRM task queue, get tasks from pipeline stages, add tasks, log or schedule calls and events, and route work to teams in Wyra.Lead capture formsBuild a lead capture form in the Wyra CRM, add validation and a theme, embed it on your site, and turn each submission into a person.Connecting your CRMConnect an external CRM under Settings → Integrations and push leads to it from Interactions. Pushes are one-way, and pushing again updates the record.Connecting AWS Partner CentralConnect AWS Partner Central to Wyra: the five setup steps, choosing which AWS opportunities to import, New from AWS, what access the CloudFormation stack grants, fixing errors, and disconnecting.Sharing opportunities with AWS Partner CentralShare opportunities with AWS Partner Central from the Wyra CRM, push your changes, choose when AWS moves with each stage change, and see what happens when AWS moves an opportunity.