Frequently asked questions

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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?Sales pipeline stages settingsEditing sales pipelineCreating sales pipelineAdding products to a dealProducts managementCreating sales through a cartSales stagnation settings
Companies and Contacts
Deleting company / contactData importCreating new company / contactDeletion of company / contact
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
Documents
Document categoriesDocument templatesDocument numbering and seriesFiltering documents by selected time period
Other
Restrictions on uploading filesData filtersChanging organization detailsMarketing listsQR code

GMail integration

To connect your existing Gmail account with Spin CRM you must complete the following steps:

  • Click on the icon with the first letters of your name on the top right corner.
  • Click My settings.
  • In window that opens, next to option Google email (Gmail) click Enable.
  • Choose account you want to synchronize.
  • In newly opened window choose folders you want to synchronize.
  • Select a time period below which you would like your emails to be synchronized from your mailbox.
  • Click Start email sync.