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

Error: Office 365: Admin Approval Needed

When you try to connect your Office 365 account to Spin CRM, you may receive an error message in Office 365: Admin Approval Needed (photo below).

You will receive this error message if your Office 365 administrator has Azure Active Directory (Microsoft Cloud Application Connector Admin Panel) enabled with advanced security settings that limit the ability to connect third-party applications (like Spin CRM).

An Office 365 administrator will need to give permission to sign in to Spin CRM after logging into Azure Active Directory. This can be done by following these steps:

  • Clicking on the link above will take you to the next window (photo below). If you see a completely different window, make sure you are logged on with administrator data. Click Accept.
  • After you have completed all the steps, you will have to select Enterprise applications on the left side of the screen, with Azure Active Directory open as administrator. You will then need to select and confirm the Spin CRM to the right (photo below).
  • Once your administrator gives you access to Spin CRM, all you have to do is go back to Spin CRM and follow the standard steps for connecting an email.