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How to set up CRM

  • How to Manage Deal Attributes

    Last Updated: 17.06.2022

    You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

  • How to Manage Task Attributes

    Last Updated: 17.06.2022

    You can add fields to deals to capture additional information. For example, you can add your contact’s location, preferences, status, etc., and use this data to personalize your messages.

  • How to Manage Team Members

    Last Updated: 18.02.2022

    You can invite a team to work together on a project. Divide the tasks of working with deals and clients between your employees by assigning a user (i.e. team member) to be responsible for a contact or group of contacts.

  • How to Manage Contact Attributes

    Last Updated: 23.03.2022

    You can add fields and tags to contacts to capture additional information. For example, you can add the location of your contact, their preferences, indicate the status of the client, and so on. Also, you can make use of this data for personalized communication.

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