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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

Events management How to create new deal?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

Deletion of company / contact Data import Deleting company / contact Creating new company / contact

Features

Integration with your system Custom fields WEB form Connecting IMAP/SMTP Office 365 calendar integration Google Calendar integration Email status GMail integration Office 365 email integration Error: Office 365: Admin Approval Needed MailerLite integration How 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 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

Data filters Restrictions on uploading files Changing organization details Marketing lists QR code

Duomenų saugumas ir kopijos

Your data is constantly stored in real time. This makes them much safer from various surprises at your workplace.

All plans are backed up twice daily and data will be kept for fourteen days.