shape

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

Custom fields

1.Open System settings window.
2.Look for Forms on the left menu.
3.Choose which form you want to edit (Companies, Deals, etc.)
4.In opened window you will find all fields you can edit. If you want to edit a specific fields, just press Edit next to it.

5.If you want to add new custom field, press Add new field just below the table.

6.Enter all needed data and click Save.

Important! If you do not see the Edit button next to an existing custom field – the box cannot be deleted because it is required by default.