CRM
Sales pipelines
8 articles
"Send Lead Information to Meta" Trigger
The trigger sends an event to the Meta Conversions API when a transaction reaches a selected stage in the funnel. Meta sees which leads from ads go on to compl…
Sales Pipelines
Sales Funnels: Why You Need Them and How to Use Them
What Is a Sales Funnel
A sales funnel is a visual representation of the customer’s journey from the initial …
What Is a Sales Funnel
A sales funnel is a visual representation of the customer’s journey from the initial …
Triggers and Their Types
To work more effectively with customers at each stage of the sales funnel, you can set up the following triggers (automated actions):
- Automated task
- Auto-mes…
- Automated task
- Auto-mes…
Customers and Products
This section contains three subsections with different information.
Let’s take a closer look at these subsections:
Clients
In this section, you can view the li…
Let’s take a closer look at these subsections:
Clients
In this section, you can view the li…
Automatic synchronization with Altegio
If your project uses the Altegio integration along with the Sales Funnel module, you can use automatic synchronization for the “Customers” and “Services and Pr…
Duplicate Customers
What Is It?
The duplicate merge feature helps prevent situations where multiple deals are created for the same customer in the sales funnel—for example, if a cu…
The duplicate merge feature helps prevent situations where multiple deals are created for the same customer in the sales funnel—for example, if a cu…
Additional Settings for the Funnel Module
The Funnel module has its own general settings, which you can access in the "Settings" section within the messenger:
For example, you can add additional informa…
For example, you can add additional informa…
Adding funnels
To add a new sales funnel and work with it, follow these steps: Go to the “Sales Funnels” section - Expand the list of funnels - Click the “Create Funnel” butt…
Deals
3 articles
Access Rights
Access Rights to Funnels and Deals
Why You Need to Configure Access Rights
By default, not all company employees need the same level of access to sales funnels a…
Why You Need to Configure Access Rights
By default, not all company employees need the same level of access to sales funnels a…
Tags in Transactions
To assign specific tags to transactions and then track them using filters, you need to add a list of tags.
To add tags, do the following:
1. Go to “Settings” >…
To add tags, do the following:
1. Go to “Settings” >…
Additional Fields for Transactions
Within the transaction window, you can add custom fields with different input types.
The following field types are available:
Text
Date
Long text
List
To add an addi…
The following field types are available:
Text
Date
Long text
List
To add an addi…