CRM
Benefits of CRM
Maintain good relations with key customers through CRM: Customer Relationship Management
Written by Grzegorz Górski
How to manage your CRM Deals
Once you have added new deals, you can start managing them in CRM.
Written by Maciej Rzadkowski
How to filter CRM Deals and Activities
Keep everything organised and clear, especially your key deals and tasks.
Written by Alex Nowak
How to use deals as orders
Check a new possibility of tracking the orders.
Written by Alina Shafikova
What is a CRM activity
Activities help you organize, track, and follow up on all interactions with the leads and customers.
Written by Alina Shafikova
What is a CRM deal
Deals help you track sales opportunities and manage your pipeline efficiently.
Written by Alina Shafikova
Module guide: Create a deal Action
This is a very simple module that is the true dream of every sales representative
Written by Aneta Koreba
Module guide: Create an Activity Action
This module lets you schedule an activity for a sales representative or a support agent every time the user behaves in a specific way.
Written by Aneta Koreba
How to measure your support activities
Track the activities of your support consultants
Written by Aneta Koreba
Module guide: Change deal state Action
Learn how to automatically move the customer forward through the sales funnel
Written by Aneta Koreba
Module guide: Activity Trigger
Trigger your action with an activity
Written by Aneta Koreba
Module guide: Deal Trigger
Start your automation when a deal changes its status
Written by Aneta Koreba
Module guide: Deal stage change
Trigger your action when a deal is moved to another stage
Written by Aneta Koreba
ID for users, companies, and deals
Learn more about IDs and their role in User.com
Written by Dawid Tyburek
Deals import via CSV file
Learn how to add Deals into your database via CSV file
Written by Benjamin Thomas
Activities import via CSV file
Learn how to update your Activities via CSV import
Written by Aneta Koreba
Module guide: Mobile Activity Trigger
Find out more about the trigger for mobile app activity of your users
Written by Alina Shafikova
Important elements for data import from any CRM
The order of correct data import from any CRM and the elements to which you should pay attention before you start this import
Written by Grzegorz Kacperski
Call-back pop-up with assigning Activity to Agent and email notification
Effortless Customer Support: Integrated Call-Back Pop-Up and Agent Notification System
Written by Sabina Sęk
Creating Deals and Taks for Sales Agents automatically
Automating post-subscription Follow-Ups: Enhancing sales engagement with seamless Task and Deal creation
Written by Sabina Sęk
How to create a CRM deal
Learn how to create deals manually or automatically to keep your sales pipeline organized and responsive.
Written by Alina Shafikova
How to create a CRM activity
Learn how to create CRM activities manually, automatically, in bulk, or via API, so you and your team never miss an important task or touchpoint.
Written by Alina Shafikova