DEALS
ID for users, companies, and deals
Learn more about IDs and their role in User.com
Written by Dawid Tyburek
How to manage your CRM Deals
Once you have added new deals, you can start managing them in CRM.
Written by Maciej Rzadkowski
Deals import via CSV file
Learn how to add Deals into your database via CSV file
Written by Benjamin Thomas
What is a CRM deal
Deals help you track sales opportunities and manage your pipeline efficiently.
Written by Alina Shafikova
Module guide: Change deal state Action
Learn how to automatically move the customer forward through the sales funnel
Written by Aneta Koreba
How to filter CRM Deals and Activities
Keep everything organised and clear, especially your key deals and tasks.
Written by Alex Nowak
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
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
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