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CRM and leads

Leads and deals, client card, sales funnel, import, tasks.

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CRM notification settings: new leads and missed callsWhere to turn on notifications about new leads and missed calls: the incoming call flow, autofunnels, the employee profile, reports and balance alerts.9 minNov 3
Bulk SMS and email campaigns from CRM, plus WhatsApp via auto-funnelsBulk SMS and email to selected leads right from the CRM list, WhatsApp via an auto-funnel: templates, prices, limits and deliverability.10 minNov 3Video2 images
Lead distribution in CRM: assign web form, email and chat leadsHow to hand out leads from website forms, email, messengers and API to managers automatically: evenly, by team, repeat ones to their own manager.9 minNov 3Video2 images
Duplicate leads in CRM: repeat leads, contacts and how to avoid copiesWhy one client has several leads, what a “Repeat lead” is, and how to set up lead creation in entries, import and the duplicate check in the card.9 minNov 3Video2 images
Export CRM data to Excel: download your leads, deals and callsHow to export leads and deals from the CRM to an Excel file: all by filter or only selected ones, which fields go into the file and who can export.7 minNov 3Video2 images
CRM guide for sales reps: your first working day, step by stepA step-by-step guide for a new manager: turn on calls, find your leads, call a client, reply in a messenger, set a task and wrap up the day.9 minNov 3Video2 images
Customer segmentation in CRM: lead filters and saved viewsEvery lead filter condition: stages, calls, payments, sources, location and your own fields — how to build a segment, save a view and put it to work.8 minNov 3Video2 images
CRM for small business: how to never lose a single leadAll leads from your website, calls, messengers and AI bots in one list: kanban, table, filter, saved views and bulk actions.10 minNov 3Video4 images
Customer profile in CRM: full history, client replies and tasksCalls, messages, comments and tasks for a client on one screen. How to reply to a client right from the CRM — video and instructions.10 minNov 3Video3 images
Payment tracking in CRM: record a payment and see the lead sourceThe “Payments” and “Statistics” tabs in the card: how a lead becomes a deal and where to see the source, campaign and customer journey.9 minNov 3Video3 images
Custom fields in CRM: how to add your own client dataThe “Client card” builder: your own fields, color-coded lists, required fields at the right stages and employee access to data.9 minNov 3Video3 images
CRM pipeline stages: set up your sales funnel and client alertsYour own sales stages, colors, an archive and an SMS or email to the client when a lead reaches a stage — a video and a step-by-step guide.8 minNov 3Video3 images
CRM task management and calendar: never forget to call a client backCRM tasks and a calendar with due dates, assignees and reminders: a board by due date, a list, a calendar and filters for managers' overdue tasks.9 minNov 3Video2 images
How to restore deleted leads in CRM: a 30-day lead recycle binA lead deleted by mistake can be brought back within 30 days. How to find it, restore it or delete it forever: a video and steps.7 minNov 3Video2 images
Import contacts from Excel to CRM without manual data entryNewImport leads and deals from a file: a template, column mapping, error checks and duplicates — a video and a step-by-step guide.9 minNov 11Video3 images
Visitor identification: get the phone numbers of people who left your site without a requestHow phone capture works, what you need to turn it on and how to call these leads — a two-minute video and step-by-step setup.4 minOct 20Video4 images
How to protect customer data from employees and unauthorized loginsCustomer data protection: sign-in only from allowed IP addresses, a log of login attempts, hidden phone numbers and a history of employees' call status.11 minNov 3Video3 images

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