# How To: Log Communications through the CRM

_By Brandon Munn · Nov 27, 2024_

Before using **CRM** functions in BrewMan, you will need to configure your **Settings**. For full instructions, visit our help page: [10: CRM and Task Settings](https://features.premiersystems.com/admin/kb/a/step-10-crm-task-leads-settings/en)

#### **Outlet CRM Screen:**

Go to **Contacts → Outlets** and click on an **Outlet** to open it. Alternatively use the **Search** bar at the top of the screen.

The **CRM** tab groups together useful sales information for an **Outlet** to allow you to see it one place, potentially before visiting them or whilst on a call. You can click the arrows next to the titles to expand or collapse each section. The information is grouped as follows:

-   **Activity Log:** This summarises all recent **Communications**, **Tasks** and **Transactions** that have logged against this **Outlet** from any user.
    
-   **Outlet Summary:** This will show some relevant information taken from the Outlets **Settings** and **Finance** tab. Click the phone number or the email hyperlink in the Summary to initiate communication with the customer.
    
-   **Log Communication:** Record interactions with the **Outlet** so that they are logged in BrewMan.
    
    -   Select a **Communication Type** and **Communication Subject** from the dropdown boxes. If you haven't set these up, please read our guide [here.](https://features.premiersystems.com/admin/kb/a/step-10-crm-task-leads-settings/en)
        
    -   Edit the **Timestamp** to reflect when this communication happened.
        
    -   Add a **Customer Happiness Rating.**
        
    -   Type in any notes that are relevant into the **Description.**
        
    -   If there is a follow-up action as a result of the communication, you can tick **Add Task** such as a follow-up call or to tell another user to place an order.
        
    -   Click **Log.**
        

**Upcoming Tasks:**

-   A list of **Tasks** that are associated with this **Outlet.** Click **Add** to make a new one, or click the three dots to **Edit/Reschedule, Cancel** or **Mark as Complete**.
    

**Upcoming Sales Visits:**

-   Here will show a list of any scheduled sales visits that up upcoming for this outlet, they can be edited by clicking on the 3x dots on the right of the visit. To set up sales visits please follow our guide [here.](https://premier-systems-ltd.featureos.help/en/articles/how-to-sales-visits)
    

**Recent Orders:**  
View any recent **Orders** for the **Outlet**, click the arrow on the left of the order to expand and see the order lines, click to open the full detail or click the three dots to **Duplicate Order.** This may be useful whilst on a call when needing to create a repeat order quickly.

**Recent Credit Notes:**  
View any recent **Credit Notes,** click to open and see the full detail.

**Containers at Outlet:**  
View a list of **Returnable Containers** that were tracked to the **Outlet** but not yet returned.

You can also create **Orders** and **Credit Notes** on the **CRM** screen using the buttons at the bottom right of the page.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-log-communications-through-the-crm)