User Management

• How to Create Roles and Permissions in the CRM App ?

  Click on the settings icon on the left-hand side roles & permissions. Click on the + icon and enter the name of the role that you are creating. Select the lead access from the drop down menu which you want to give. Define the permissions of all the pages by clicking the tickbox for those pages and permission which you want to give to the user. Similarly, go to the features tab and define the permissions there. After filling out all the details, you can clickSome readers

• How to add a Sales Person in the CRM App?

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Automate Leads

• How to Send Mail to Leads in the CRM App ?

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• How to use Select feature in CRM App to move leads in bulk?

  Go to the leads page and click on the select button at the top right corner of the page. After that, select all the leads that you want to move to another pipeline/stage. After selecting all the leads, click on the move button at the top of the page and select the pipeline and the stage to which you want to move the lead. After selecting the pipeline and stage, write the remarks that you want to mention and click on Move Leads. The leads willFew readers

• How to upload bulk leads in the CRM App ?

  First click on this setting tab, then bulk data import, then click on download sample. Enter your data here and make sure that all the fields marked as mandatory in your respective lead form should be filled here. Save the data in CSV format and go back to CRM and upload the file. Your leads will get uploaded to the CRM app. PS: Make sure to use the same pipeline and stage name that are mentioned in the app.Few readers

• How to Add Follow-Ups in the CRM App ?

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• Try Predefined Pipeline templates in the CRM App

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• How to create Pipelines and Stages in the CRM App?

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• How to Define Lead source type in the CRM App?

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• How to Set Multiple Follow-Up Reminders in the CRM App ?

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• How to Reschedule Follow -Ups in the CRM App ?

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• How to Assign first New Lead in the CRM App ?

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• How to Create Tag for leads in the CRM App?

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• How to Customize your own Lead form by adding Custom Fields in CRM App?

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Contact Management

• How to Add your lead contacts in the CRM App ?

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• How to Add Custom Tags for lead contact in the CRM App ?

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• How to Create your own Custom Field in Contact form ?

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Products

• How to add Product unit and category in the CRM App ?

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Integrations

• How to connect your own WhatsApp number with CRM?

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• How to integrate Lead Forms with Automated CRM App through Pabbly ?

  Click on the setting tab on the left-hand side Integration API section. Generate an API key there and copy it. Create a Google Form for the required question in PabblyFlow. Fill out the Google form and capture the data in a Google Sheet. Now go to Pabbly and create a workflow. In the first step of Pabbly workflow, select google sheet and select event as "new or updated spreadsheet row." Then copy the webhook URL and go to Google Sheets. Click on extension >Few readers

• How to do IndiaMart and Trade India Integration in the CRM App ?

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