CRM

Deals

  • How to View Closed Deals

    Last Updated: 20.06.2022

    In SendPulse CRM, you can view and filter information on closed deals, as well as reopen closed deals to work.

  • How to View CRM Statistics

    Last Updated: 20.04.2022

    With the help of a CRM dashboard, you can view aggregated visual representations of information on all your pipelines, deals, and team members to monitor and analyze work efficiency.

  • Sources of Automatically Added Deals

    Last Updated: 20.06.2022

    You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, subscription forms in SendPulse, and other services.

  • Pipeline Basics

    Last Updated: 16.06.2022

    A CRM sales pipeline is a consolidated list of deals for people at different stages of communication with your brand. A pipeline allows you to track information on your progress with a particular lead or customer.

  • How to Work with Deals

    Last Updated: 20.06.2022

    A deal is a card in your CRM dashboard that helps you evaluate your interactions with customers at different stages of the sales funnel. The main task of a CRM platform is to record all the requests from leads in the sales pipeline.

Contacts

  • How to Import Contacts to Your CRM

    Last Updated: 20.06.2022

    You can import contacts with fields into your CRM to add new contacts or update information for existing contacts.

  • How to Export Contacts

    Last Updated: 01.11.2021

    You can export contacts manually to your mailing list for bulk or automatic email campaigns.

  • How to Manage Contacts

    Last Updated: 20.06.2022

    You can track your work with contacts, view your interaction history, and see the progress of work with your deals. If necessary, you can manually add new data, leave comments, or contact the client directly.

Settings

  • How to Manage Task Attributes

    Last Updated: 17.06.2022

    You can add fields to deals to capture additional information. For example, you can add your contact’s location, preferences, status, etc., and use this data to personalize your messages.

  • How to Manage Deal Attributes

    Last Updated: 17.06.2022

    You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

  • How to Manage Team Members

    Last Updated: 18.02.2022

    You can invite a team to work together on a project. Divide the tasks of working with deals and clients between your employees by assigning a user (i.e. team member) to be responsible for a contact or group of contacts.

  • How to Manage Contact Attributes

    Last Updated: 23.03.2022

    You can add fields and tags to contacts to capture additional information. For example, you can add the location of your contact, their preferences, indicate the status of the client, and so on. Also, you can make use of this data for personalized communication.

Integrations

  • How to Integrate CRM with Forms in Tilda

    Last Updated: 20.06.2022

    With CRM integration with Tilda, you can transfer user data after ordering products or registering via forms in Tilda and automatically create deals and contacts in CRM. Then you can automate your communication with the customer via various channels within the SendPulse service.

Tasks

  • How to Work with Tasks

    Last Updated: 17.06.2022

    You can change the status of the task you’re working on by moving it around the board, leave comments, view history, and edit its basic information in the task card.

  • How to Create a Task

    Last Updated: 18.06.2022

    To achieve your project’s goals, you can divide all the work you have to do into specific steps and create tasks for each of them. In the task card, specify the action that needs to be performed, requirements and expected results, assignees, deadlines, and other useful information.

  • Task Board Basics

    Last Updated: 17.06.2022

    With the “My tasks” feature, you can plan and manage your team’s internal workflow. Create tasks for you and your team members, and track their progress using a task board in “Kanban” mode or by specific criteria using the “List” view.

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