CRM
Tips on using CRM app.
- 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
