Frequently asked questions

shape
Leads
How to create a lead?Data exportHow 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 managementHow to delete a deal?Sales pipeline stages settingsEditing sales pipelineCreating sales pipelineAdding products to a dealProducts managementCreating sales through a cartSales stagnation settings
Companies and Contacts
Deleting company / contactData importCreating new company / contactDeletion of company / contact
Data import and export
How to import data?How to prepare data for import?
Features
Integration with your systemCustom fieldsWEB formGoogle Calendar integrationEmail statusConnecting IMAP/SMTPOffice 365 calendar integrationGMail integrationOffice 365 email integrationError: Office 365: Admin Approval NeededMailerLite integrationHow to add email signature
Users management
How to delete user?How to change your password?My profileAdding new userHow to disable ability to change responsible person?
Security
Duomenų saugumas ir kopijosTwo-factor authorization (2FA)
INVOICES AND PAYMENT
Payment importHow to create an invoice
Documents
Document categoriesDocument templatesDocument numbering and seriesFiltering documents by selected time period
Other
Restrictions on uploading filesData filtersChanging organization detailsMarketing listsQR code

QR code

Scan the QR code on the contact card and automatically transfer the contact data to your phone!

To use the QR code functionality, follow these steps:

1. Select the desired contact from the contacts list, and open its card;
2. In the contact card, at the top, right, above the name, press the QR code button:

3. Scan the QR code that opens with your smartphone and select the action you want to perform (save a new contact, make a call, etc.)