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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

Connecting IMAP/SMTP

To connect to IMAP / SMTP email (for example: hostinger.com) follow these steps to set up mailboxes:

1.Below Email, select Settings;
2.Click on Add new email;

3.In newly opened window enter wanted email Name, choose IMAP/SMTP, choose shared options and click Save.

4.Fill all fields and click Save and test;

Important! With IMAP/SMTP you can only send emails.

Note! You will find all required data for IMAP/SMTP in your email provider’s website. Username and password is the same you use when you are logging into your email.