Lietuviškai
EnglishRestrictions on uploading files
You can upload any type of file in your company, contact, deal card or other module by clicking the Add File button.
Important! Maximum size of one file is limited to 100Mb
Leads
- How to create a lead?
- Data export
- How to delete a lead?
- How to edit lead information?
- How to change lead's responsible person?
- What is lead conversion?
Sales management
- Events management
- How to create new deal?
- How to delete a deal?
- Sales pipeline stages settings
- Editing sales pipeline
- Creating sales pipeline
- Adding products to a deal
- Products management
- Creating sales through a cart
- Sales stagnation settings
Companies and Contacts
Features
- Integration with your system
- Custom fields
- WEB form
- Connecting IMAP/SMTP
- Office 365 calendar integration
- Google Calendar integration
- Email status
- GMail integration
- Office 365 email integration
- Error: Office 365: Admin Approval Needed
- How to add email signature
Data import and export
Users management
Security
Mobile app
Documents
- Document categories
- Document templates
- Document numbering and series
- Filtering documents by selected time period
- How to create an invoice
Other
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