CRM

CRM system setup

• CRM system basics
• Deal pipeline basics
• Task board basics
• Set a currency in the CRM system
• Automate CRM system management
• Calculate your net profit
• Manage your team’s CRM system access
• Manage CRM section visibility

Lead sources

• Overview of CRM variables
• Transfer UTM tags from website subscription and payment forms to CRM
• Sources of automatically added deals and contacts

Deal management

• Add expenses to your deal
• Create a deal
• Edit your deal
• Change a deal stage
• Add a quick deal
• Manage deals
• Merge deals
• View deal merge history
• Manage closed deals

Deal viewing

• View deal cards
• View list of deals
• Find deals using filters
• Work with deal history and comments
• Work with the calendar
• Export deals

Pipeline settings

• Create and manage expense templates
• Manage deal fields
• Manage tabs in deal cards
• Manage deal lost reasons

Other (depr)

Task management

• Create a task
• Update tasks
• Complete a task
• Set a task stage
• Manage task templates

Task viewing

• Find tasks using filters
• View tasks
• Work with task history and comments
• Work with the calendar
• Export tasks

Board settings

• Manage task attributes
• Manage tabs in task cards

Contacts

• Link a chatbot contact to a CRM contact
• View contact merge history
• Create a contact
• View the contact list
• View contact cards
• Search contacts by filter
• Edit contacts
• Manage contacts
• Reach a contact
• Block and unblock a student in the Courses section
• Work with contact history and comments
• Merge contacts
• Export contacts
• Manage contact attributes
• Manage tabs in contact cards
• Import contacts to your CRM

Companies

• Create a company
• View companies
• Manage company data
• Manage company fields

Payments

• Subscription payment overview
• Payment statuses
• Create and use promo codes
• Manage digital product subscriptions
• View payment data
• View digital product subscribtions
• Generate payment links in CRM

Products

• Digital product basics
• Subscription basics
• Hide products
• Сreate a subscription
• Add a product tax
• View products in deals
• Add a physical product
• Add a digital product
• Use categories
• View products
• Add hidden product fields
• Manage products