Your directory
Keep the businesses, places, things to do and events in your region in one place, with where each fact came from.
Halo CRM keeps what's in your region and how you stand with who runs it. Open it from the product switcher at the foot of the sidebar.
It starts from the place, not from a sale. A sea stack belongs in the directory whether or not anyone runs it, so the directory is useful before anyone has signed up with you.
Pulse
Pulse is where to start. It shows what's waiting in the Inbox, how many listings are published, and your businesses and plans.
Coverage sets your regions against your kinds of listing, and each number opens that part of the directory. Dashed cells are gaps: what you have nothing of, which a list can't show you.
Below that are listings going stale, tasks that are open and plans renewing in the next 60 days.
Listings
A listing is a place, something to do or buy, or something with a date. Choose New listing, pick its kind and fill in what you know. It stays a draft until you choose Publish.
It says what's missing. Each listing shows how complete it is, counted over its details and its kind's own fields.
It says where its facts came from. Where the facts came from on the listing's page shows who or what set each field, and when. So you can tell a phone number the owner typed from one a feed guessed.
It says when it's gone stale. A published listing nobody has confirmed in a while is marked Stale. Six months is the default, which you can change for each kind. Choose Still right when you've checked, or when the business has. To see them all, choose Going stale under status in the list.
Photos come from your organization's image library, the same one Halo Data and Halo CMS use. An image a listing uses can't be deleted until it's taken off, and the library says where it's used.
Your Halo plan sets how many listings the directory can keep, not counting archived ones. At the limit, Halo says so when you add one: archive or delete some, or contact Halo for more.
To publish, archive or move several to another kind at once, tick them in the list. Delete moves a listing to the Trash for 30 days.
An event archives itself the day after it ends, so it comes off websites at their next publish and stops taking a place on a plan. Publish it again if you want it kept up.
Sort a list by its column headings, and search by name, city, phone, website, address or tag. Download CSV gives you everything, whatever the list is showing. Downloads are recorded in the audit log, since a list of people is their details.
If someone else saves a listing while you have it open, your save stops and asks whose to keep. Nothing of yours is lost, and if you keep yours, only the fields you changed are replaced.
Businesses and people
A business is who you have a relationship with: a prospect, active, paused or closed. Its page has its details, its listings, its people, its plan and a timeline.
The timeline holds notes, calls, emails and meetings. A task is a note with a date, and you can give it to someone. Open tasks show on Pulse and under Tasks, overdue ones marked, and whoever a task is given to hears the day before it's due.
Looked after by says who on your team has this relationship, and the list of businesses filters by it. Tags are yours to use however you like, and search finds them.
Contacts lists everyone at every business. Tick Main contact for who to speak to first, and Agreed to hear from you only if they did. Handles says what someone is the one to ask about: billing, marketing, events or the day to day. Filter Contacts by it to find who to ask at any business, and it's in the CSV.
Deleting a business leaves its listings in the directory, since the places are still there.
Plans
Plans are what you offer businesses, such as a membership or a featured listing, with a price and what's included. Public ones show on your sign-up page. You can limit how many listings a plan includes.
Choose Put on a plan on a business's page. A business keeps the price it signed up at if you change the plan later.
Change terms keeps what you've agreed by hand: the status, the price, the dates and a note for your team. Renew starts from one period on. A plan you've stopped offering keeps the businesses on it, and their terms can still change.
Halo doesn't take payments for these yet. Terms and renewals are kept by hand, so collect payment however you do now.
Make it yours
Under Settings:
Regions are the areas you cover. Give each one postal codes, so what's found can be placed by itself.
Regions can also have a box on the map, for what arrives with coordinates.
Kinds are what the directory keeps, and the fields each adds. Everything there can be renamed or changed, including the ones you start with.
A kind or a region can go once nothing uses it. That counts archived listings, and any source or feed that names it. To empty a kind, tick its listings and move them to another. Fields the new kind doesn't have go with the move.
For each field a kind adds, you can say that a published listing needs it, and whether businesses can change it on the extranet. A field that's newly needed is asked for when a listing is published, or if someone empties it, so it doesn't hold up changes to what's already out.
Who can do what
Owners, Admins and Builders can open Halo CRM, change the directory and manage its settings. Analysts and Viewers can't by default, because it holds people's contact details. To let someone in, give them Viewer, Editor or Manager in Halo CRM alone. See roles and permissions.