1С:УНФ · CRM и маркетинг
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— Open the 'CRM' section and select the 'Leads' directory. — Click 'Create' and fill in the information about the new lead. — Attach files and assign the lead status. — Save changes and continue working with the lead.
Find the navigation panel and select the 'CRM' section. The customer management interface will then open.
In the 'CRM' section, find and select the 'Leads' directory. A list of registered leads will open.
Click the 'Create' button in the 'Leads' directory. A form for entering data about the new lead will appear.
Enter the name, addresses, phone numbers, and contacts of the potential client. After filling in the data, click 'Save'.
In the lead card, find the section for attaching files. Select the files and confirm the upload.
We will bring in an engineer, look at your database and finish the job.
Request helpSelect the lead status from the provided list. This will allow tracking the status of lead processing.
After filling in all the necessary fields, click 'Save'. The lead will be registered in the system.
After registering the lead, you can create a customer or enter an order. The lead is ready for further processing.