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Home
Integration
Price
F.A.Q.
Contact
Login
Get Started
Frequently asked questions
Leads
How to create a lead?
Data export
How to delete a lead?
How to edit lead information?
How to change lead's responsible person?
What is lead conversion?
Sales management
How to create new deal?
Events management
How to delete a deal?
Sales pipeline stages settings
Editing sales pipeline
Creating sales pipeline
Adding products to a deal
Products management
Creating sales through a cart
Sales stagnation settings
Companies and Contacts
Deleting company / contact
Data import
Creating new company / contact
Deletion of company / contact
Data import and export
How to import data?
How to prepare data for import?
Features
Integration with your system
Custom fields
WEB form
Google Calendar integration
Email status
Connecting IMAP/SMTP
Office 365 calendar integration
GMail integration
Office 365 email integration
Error: Office 365: Admin Approval Needed
MailerLite integration
How to add email signature
Users management
How to delete user?
How to change your password?
My profile
Adding new user
How to disable ability to change responsible person?
Security
Duomenų saugumas ir kopijos
Two-factor authorization (2FA)
INVOICES AND PAYMENT
Payment import
How to create an invoice
Documents
Document categories
Document templates
Document numbering and series
Filtering documents by selected time period
Other
Restrictions on uploading files
Data filters
Changing organization details
Marketing lists
QR code
Documents