— Open the 'Settings' section and select 'Leads' to configure interaction.
— Enable lead status management and assign responsible persons for customers and leads.
— Set up task scheduling and notifications for tasks and customer accounts.
— Add tags for grouping leads and configure email.
User guide
Настройка функциональности
1
Open the 'Settings' Section
Go to the 'Functionality' menu. Here you can manage system settings.
2
Select 'Leads'
Go to the settings for interacting with leads and customers. This will allow you to configure the necessary functions.
3
Enable Lead Status Management
After activating this feature, lead status management will be available. This is necessary for further work.
4
Configure Division of Customers and Leads by Responsible Persons
Specify responsible persons for customers and leads. This will help organize work with clients.
5
Set Up Task Scheduling
Enable task scheduling to manage interaction with customers. This will simplify task control.
6
Enable Notifications for Tasks and Customer Accounts
Set up notifications to receive information about tasks and accounts. This will help you not to miss important events.
7
Add Tags for Grouping Leads
Create tags for convenient grouping of leads. This will simplify searching and managing leads.
8
Configure Email
To send and receive emails, it is necessary to configure the email client. This is important for communication with clients.
Important. To send emails, it is necessary to configure the email.
9
Sign a Contract with a Provider for Sending SMS
If you plan to send SMS, it is necessary to sign a contract with a provider. This is a mandatory condition.
Important. To send SMS, it is necessary to sign a contract with a provider.
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