Frequently asked questions

shape
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
How to create new deal?Events managementHow to delete a deal?Editing sales pipelineProducts managementAdding products to a dealCreating sales pipelineSales pipeline stages settingsCreating sales through a cartSales stagnation settings
Companies and Contacts
Creating new company / contactDeletion of company / contactDeleting company / contactData import
Data import and export
How to import data?How to prepare data for import?
Features
Integration with your systemCustom fieldsWEB formGoogle Calendar integrationEmail statusConnecting IMAP/SMTPOffice 365 calendar integrationGMail integrationOffice 365 email integrationError: Office 365: Admin Approval NeededMailerLite integrationHow to add email signature
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
Other
Data filtersRestrictions on uploading filesChanging organization detailsMarketing listsQR code
Documents
Document categoriesDocument templatesDocument numbering and seriesFiltering documents by selected time period

How to prepare data for import?

You can only import XLSX file format. In order for the information to be rendered correctly in the system and the import to be successful, the file must be prepared to meet the system requirements.

How to structure the table correctly?

The first row of the table must contain the data names. After uploading the file to the system, the user must specify which columns match the data names in the system. Therefore, it doesn’t matter that the uploaded file will misspell the column name. After you have linked the columns, click Save.

Tips:

  • The first line of a column cannot contain empty values;
  • If your file contains redundant columns, you may not import them at the time of import, without having to delete them from the file;
  • If the file contains more than one page, the system will only take data from the first one;
  • During import, the system checks for duplication of data in the system; if the data is duplicated with the system, records will be updated;
  • If you do not see the Import Data button, you do not have the appropriate privileges. In this case, contact your administrator.