Setting up the system
Posted: Sat Feb 22, 2025 9:25 am
This is where the most time and effort is required. The following actions are required:
Registering an account in CRM.
Building funnels for all business processes.
Setting up funnel stages and qualification fields.
Adding new users, setting up rights for them.
Connecting and synchronizing with email.
The list depends on what a particular client needs.
Integration with the company website
As soon as a person fills out an application on the website (entering their contacts there), the jamaica mobile database CRM automatically generates a client card (transaction). Managers see this immediately and start working on the order.
Step 4: Integration with other services
It is easier to work with widgets in the system, so it is recommended to use them. And the unification of all available tools makes it possible to build interaction with the client in one window.
Registering an account in CRM.
Building funnels for all business processes.
Setting up funnel stages and qualification fields.
Adding new users, setting up rights for them.
Connecting and synchronizing with email.
The list depends on what a particular client needs.
Integration with the company website
As soon as a person fills out an application on the website (entering their contacts there), the jamaica mobile database CRM automatically generates a client card (transaction). Managers see this immediately and start working on the order.
Step 4: Integration with other services
It is easier to work with widgets in the system, so it is recommended to use them. And the unification of all available tools makes it possible to build interaction with the client in one window.