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?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

Two-factor authorization (2FA)

You can protect your account even more than ever with two-factor authorization!

How do I enable two-factor authorization (2FA)?

To enable two-factorauthorization, follow these steps:

1.Click on the user icon with your initials or photo in the upper right corner of the screen;
2.Click My settings.
3.In the window that opens, you will see all the available Integrations.
4.Select the type of authorization you want. There are two types:

Google Authenticator

1.Download Google Authenticator from Google Store or Apple Store;
2.When the Google Authenticator app is on, press the plus sign;
3.In Spin CRM, near Two Factor Authentication click Enable;

4.In the window that opens, you will need to scan the QR code with the app;
5.You will see a 6-digit code in the app which changes every 30 seconds. Enter it into Spin CRM above the QR code;
6.When connecting to Spin CRM with Google Authenticator, you will need to enter the code visible in the application.

SMS

  1. In Spin CRM, near Two Factor Authentication (SMS) click Enable ;
  2. In the window that opens, enter a phone number and press Send SMS;
  3. You will receive an SMS with a 6-digit code. Enter the code you received into the box that appears on your system and click Approve.

Next time you, when you will sign in to your Spin CRM account, you will be asked to choose type of authorization. Once you have verified your identity, you will be logged in to the system.