Navigating Your Anthill Account

Posted by anthillsoftwareleeds in Support - Last updated

Welcome to the Anthill Guide for navigating your Anthill account!

The following document will introduce you to the Anthill platform and outline the basics of using your account. We shall also explain how to navigate to the key areas of your dashboard.

Your Anthill Dashboard

When you log in to your Anthill account, the first screen you see will be your dashboard.

This will be your main hub, populated by up to nine individual widgets, displaying key information specific to your role and responsibilities.

The purpose of the dashboard is to act as your single source of truth. It will raise up tasks that need completing and draw your attention to customer activities related your role and location.

All data within the dashboard is filled with live information. Clicking on any of the contents will allow you to drill down into the detail.

Each dashboard is configured specifically for your company and for your particular role within the business.

If you have ideas on how the dashboard experience could be improved for your team, please discuss directly with your company’s Anthill change manager.

Navigating Via Tabs

Across the top of each screen within your Anthill account you will find a number of bespoke tabs.

These tabs group all relevant data for any particular category, report or customer journey stage; removing the need for a manual search to find the information you need.

This allows you to quickly and easily jump straight to what you’re looking for, improving your efficiency.

The tabs you see will depend on both your system configuration and your individual role and responsibilities.

Creating A New Entry

Now you are familiar with the Anthill dashboard, it is time to explore how to create a new entry.

In the top right corner of your account, you will see a plus icon.

Clicking on this will display a drop-down menu allowing you to choose the type of new entry you wish to create.

The options available to you in the drop down will vary depending on your specific system configuration.

Depending on the “create” option you select, you will be taken to a new screen requesting details for that particular entry.

Once here, you will be prompted to fill in the compulsory fields required to create the new entry.

When all details are complete, the new entry will then appear on your dashboard and associated screens for that particular entry type.

To avoid a duplication of records, an overlay may appear before new entry creation allowing you to check whether or not a record already exists for the information you’re looking to add.

If a customer already has an open activity, you will be notified before the record is created so you can choose if you still want to proceed.

For more information on managing and removing duplicates, please read our Managing Duplicate Account Records blog.

Finding Customer Records

In the final section of this guide, we are going to cover how to search for a pre-existing Customer Record.

Once again, in the top right-hand corner of your account, you will see a magnifying glass icon.

Clicking on this will open a search function allowing you to look up individual records.

Depending on your system configuration you can either search by Account, Reference or Contact.

The most popular option is searching by Account. This method will, depending on your system configuration, allow you to look for records either via Customer or Company Name.

Searching via Reference will allow you to pull up records by their Lead ID, C Account Number or an External Reference Number such as an Accounting Software ID depending on your system integrations.

Your Lead Number is specific to your Anthill account and can be found to the right of the customer’s name on the customer record. For example, “John Smith L29” has an associated Lead ID of 29, hence L29.

The option for Contact Searching will only be available to B2B organisations and is enabled by identifying records based on the primary contact for the company you are dealing with.

Once you have found the record you are looking for, selecting it will bring you to the summary record page.

From here, you can drill down into the specifics of activity history, previous communications, contact details and more.

If you have any other Support Queries, please visit the Support Hub or Contact Us directly.

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