Search results for query #автоматизация контактов
OS - Improve - Select and merge at once
Sometimes you need to select two contacts in the list and immediately merge them. Can this be implemented? For example, how can you implement: 1. I...
Form a contact group
Suggest, be kind, what's wrong New action: Create a group of contacts: customers who have completed a business process with a prescription not ...
2015864786 - Improvement of the action "Fill in the contact card field based on the company field"
In the action "Fill in the contact card field based on the company field" of automation of contacts, the ability to select several condit...
Contact automation not working
Contact automation does not work when automating once an hour. The action once an hour updates the group to the client, but the automation for con...
when trying to change the order client, it automatically returns to the previous one
example https://kolchuga.work/admin/customorder/test/22954/edit/ changed the client to myself, the comments show that it immediately returns to the...
No action is added in automation for contacts
I add an action in automation for contacts https://anastasiiaostest.crm-onebox.com/app/automatization-user/update/edit/, but most of them are not a...
Process action Perform a save action on the contact card
Good afternoon. Faced such a problem, in the process at the stage, the action was set to Perform the action to save in the contact card, the action...
develop an automation action for contacts to check for the uniqueness of the contact field
you need to create an action in the automation for contacts "check the contact field for uniqueness". Make the action available both for ...
Calculate the probabilities of calls and letters from customers
Good afternoon! How automation works Calculate the probabilities of calls and letters from customers ? Are all processes checked or some selected o...
Form a contact group
Good afternoon! There is an automatic action "Generate a group of contacts: customers who have not had business processes for more than X days...
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