Initial Setup

• 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 clickPopular

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

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• How to create Pipeline with AI?

  You can create pipelines and email templates using quickly AI. You'll learn how to automate workflows for better organization and smoother communication. We have introduced two significant AI enhancements. Users can now create pipelines and email templates with AI. Let's begin by creating a pipeline with AI. NavigateSome readers

User Management

• How to send quotation via WhatsApp

  You can either watch the below video or read the guide to learn how to send quotation via WhatsApp Click on the "Quotation" button on the left-hand side menu. Select the quotation you want to share with the client.Popular

• 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.Popular

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

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• How to Add Follow-Ups 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 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 willSome readers

• 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 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 Define Lead source type 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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• How to Create Tag for leads in the CRM App?

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• How to Automatically send Whatsapp Messages to New Leads Added?

  You can either watch the below video or read the guide to learn how to Automatically send Whatsapp Messages to New Leads Added: Go to Settings in your app. Navigate to the Channels section. (https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742Some readers

• How to create Email templates with the help of AI ?

  We have introduced another enhancement in AI where users can now create email templates with AI. AI can generate email templates. To begin, navigate to channels under the settings tab. Once your email is connected, proceed to email templates. Initially, a blank page for composing an email template appears. To save time and ensure accuracy, utilizSome readers

• How to Send Automatic Order Updates to Your Clients in an E-commerce Business

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• How to save notes in leads?

  You can read the guide to learn how to save notes in leads using Automate Sales CRM: Go to the Leads section Click on three dots for the lead in which you want to add the notes. Click on add notes option. (https://storaSome readers

• How to Assign Task when we change Stage of a Lead in Automate CRM using Pabbly Connect

  You can either watch the below video or read the guide to learn how to automatically Assign Task when we change Stage of a Lead in Automate CRM using Pabbly Connect:Few readers

• How to provide Pipeline Access to a User in the Automate CRM App.

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Lead & 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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• How to add Contacts in CRM with AI?

  Login to the CRM and head to Contacts Page Click the Add Contacts button to open the add contact form. Choose AI Quick Contact and Upload Business Card to add contact with the help of AI (httpsSome readers

• How to Reassign Leads in the Automate CRM App.

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• How to create a Won/Lost Stage in the Automate CRM App.

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• How to Create a Lead in the Automate CRM App.

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• How to Move Leads to Another Stage in Bulk in Automate CRM App.

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• How to Transfer/ Clone a Lead to Another Pipeline in Automate CRM App?

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• How to Delete a Stage in a Pipeline in Automate CRM App.

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• How to Delete a Pipeline in Automate CRM App?

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• How to upload Contacts in the Automate CRM app?

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• How to Add or Select an Existing Contact for a Lead in Automate CRM App?

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• How to upload Leads in bulk in the Automate CRM App?

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Product Management

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

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• How to Add a Company in Automate CRM App

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• How to upload products in bulk in the Automate CRM app?

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Automate Quotation

• How to Create a Quotation in Automate CRM App.

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• How to Add Payment Terms, Saved Notes, Terms & Conditions, and Currency in Automate Quotation App

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• How to Add Company Logo, Stamp and Signature, and Charges in the Quotation App

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Follow-Up & Communication

• 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 >Popular

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

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• How to send bulk messages on WhatsApp & Email using Automate Sales CRM

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• How to Create Email Templates in Automate CRM App

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• How to Add a Universal Follow-up Reminder in CRM App

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• How to Connect Your Gmail with CRM in Automate CRM App

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• How to Send bulk Email Through Automate CRM App

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• How to Set a Follow-Up for a Stage Template in Automate CRM App

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Advanced Features & Utilities

• How to Sync Automate CRM Follow-ups with your Google Calendar?

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• How to Assign a Stage Template as a Task in Automate CRM App.

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Integrations

• How to integrate Razorpay with Automate CRM App

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• How to Connect Automate Form with Automate CRM

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• How to Connect Your Own WhatsApp Number with Automate CRM App?

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• Automate CRM feature list

  AUTOMATE CRM FEATURE LIST:Some readers