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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

How to create new deal?Events management How to delete a deal?Editing sales pipeline Products management Adding products to a deal Creating sales pipeline Sales pipeline stages settings Creating sales through a cart Sales stagnation settings

Companies and Contacts

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

Data import and export

How to import data?How to prepare data for import?

Features

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

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

Other

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

Documents

Document categories Document templates Document numbering and series Filtering documents by selected time period

F.A.Q.

Logging in and first steps

Log in to Spin CRM from any device – You can connect to the system via web site www.spincrm.com or directly through app.spincrm.com by clicking “Login” in the top right corner of the Spin CRM page. Enter your username, password and login.

My profile

Click on the icon with the initials of your name in the top right corner. In the menu that opens, you can select the “Profile” section. You can set your personal contact information in your profile, change your password. You can also track your activity, sales, and documents.

How to delete Demo data?

Click on your icon with the name initials in the right corner -> remove demo data.