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Frequently asked questions

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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
Events managementHow to create new deal?How 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
Deletion of company / contactData importDeleting company / contactCreating new company / contact
Features
Integration with your systemCustom fieldsWEB formConnecting IMAP/SMTPOffice 365 calendar integrationGoogle Calendar integrationEmail statusGMail integrationOffice 365 email integrationError: Office 365: Admin Approval NeededMailerLite integrationHow to add email signature
Data import and export
How to prepare data for import?How to import data?
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
Data filtersRestrictions on uploading filesChanging organization detailsMarketing listsQR code

Sales management

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