You need to set the work keepincrm
To fully set up business processes (this are not many) and do so that we can fully use that SRM system
The status of the ice (Ice)
Setting the stages of the agreement (sales back)
- Multi-wheel setup (a number of wheeled wheels according to agreements with different stages)
automatization settings (trigers) - automatic task setting, moving between the wheels, filling the fields, email, tasks
Financial settings - categories, currencies, segments
Setup of fields in ice, customers, agreements
Setting the tags in ice and customers
Потрібно налаштувати СРМ систему. А саме
- налаштування статусів ліда (воронки по лідах)
- налаштування етапів угоди (воронка продажів)
- налаштування мультиворонок (кілька воронок по угодах з різними етапами)
налаштування автоматизації (тригери) - автоматичне постановка задач, переміщення між воронками, заповнення полей, email, завдання
налаштування фінансів - категорії, валюти, сегменти
налаштування полей в лідах, клієнтах, угодах
налаштування тегів в лідах і клієнтах
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444 2 0 Good Morning Ivan!
We are a professional keepincrm and are official keepincrm partners.
We will be happy to help in setting up and explain how to fully use the system functionality.
We work officially and pay taxes in Ukraine.
And, now we do the most possible discounts for the Ukrainian business and recount % on the aid of the USSR.
… Please contact me! We will be happy to help!
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