Instructions for Setting CRM: Customer Request Management Solution

To use CRM: Customer Request Management, you must first configure it according to your preferences. The available settings include the following:

• Task and Contact Templates.
• Processing of requests by multiple employees.
• Integration with different communication channels.
• Customizing fields in the goods/services directory.
• Customizing fields in the data tags.
• Adding new stages to the sales funnel.
• Setting up automatic scripts.
• Creating a task template for sending emails to contacts.
• Restrictions on bulk emails from Planfix.

Go To

• CRM: Customer Request Management
• Ready-made Solutions
• Feature Description