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Knowledge base

CRM

Tips on using CRM app.

  • How to receive messages and deal requests from WhatsApp users in CRM
  • Customer management with CRM
  • How to get new deals in CRM
  • How to collect new leads via a signup form on the website
  • Contact segments in CRM
  • Working with phone calls in CRM
  • Conversations with customers in CRM
  • How to receive messages and deal requests in CRM from Twitter users
  • How to receive messages and deal requests in CRM from Facebook users
  • How to learn about overdue deals in CRM
  • Icons for payment methods in CRM
  • Smart selection of recipients for email campaigns
  • Working with companies and their employees in CRM
  • CRM overview: from a lead to a deal
  • How to set up and use sales funnels in CRM
  • How to add more data to customer and deal profiles
  • Setting up invoice payment options in CRM
  • Settings up access to contacts in CRM
  • Notifications on incoming calls in CRM
  • Setting up SMS notifications in CRM
  • Merging duplicate contacts in CRM
  • How to work with Shop-Script orders in CRM
  • How to add Shop-Script products to CRM invoices
  • How to receive messages and deal requests from Telegram users in CRM
  • How to receive messages and deal requests in CRM from VK users
  • Connecting to IP telephony service Zadarma
  • How to import customers’ contact data into CRM
  • CRM user access rights settings
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