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How to set up CRM

  • How to Manage Team Members

    Last Updated: 01.03.2024

    You can invite a team to work together on a project. Delegate the tasks to your team members so that they work with your tasks, clients, and deals.

  • How to Manage Deal Attributes

    Last Updated: 27.07.2023

    You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.

  • How to Manage Task Attributes

    Last Updated: 27.07.2023

    You can add fields to deals to capture additional information. For example, you can add your contact’s location, preferences, status, etc., and use this data to personalize your messages.

  • How to Manage Contact Attributes

    Last Updated: 27.07.2023

    You can add fields and tags to contacts to capture additional information. For example, you can add the location of your contact, their preferences, indicate the status of the client, and so on. Also, you can make use of this data for personalized communication.

  • How to Transfer UTM Tags from Website Subscription and Payment Forms to CRM

    Last Updated: 03.11.2023

    If a customer has filled out a subscription form, made a payment on your SendPulse-based website, or signed up for your course, you can set up UTM tags to be stored in CRM contact fields. This will help you get additional information about customers and create individual contact segments for further interaction with them.

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