CRM

Tips on using CRM app.

• Connecting to IP telephony service Zadarma
• How to learn about overdue deals in CRM
• How to collect new leads via a signup form on the website
• How to receive messages and deal requests in CRM from Twitter users
• How to receive messages and deal requests in CRM from Facebook users
• 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
• Setting up SMS notifications in CRM
• Notifications on incoming calls 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
• How to import customers’ contact data into CRM