List of related questions and answers «Manage contacts and database of clients and leads»
Contact position in different companies
Good afternoon! We sometimes come across contacts who work simultaneously in several companies. For example, in one he is the owner (exclusively), ...
1 answer
18.12.2020, 12:21
We have the ability to export contact groups Please evaluate the improvement on importing contact groups How does it work: We use the file that we...
Contact import via XML file stopped working again
The topic has already been and has been resolved here https://crm-onebox.com/ru/support/contacts/3643-perestal-rabotat-import-kontakto...
Kicks out of personal account (Client account)
Good afternoon! The system does not allow you to simultaneously sit under one account in the Client's Cabinet. Does not give parallel sessions....
tell me the logic of filling the fields
there are fields in the client card "Activity" "Update" tell me the logic based on what events they are filled with the date
How to delete e-mail from a client if it is in the format empty1607940787@localhost.net?
Tried like this, but it doesn't work
contact id
Good afternoon, why are there no last contacts? Did the sounds sound like this? https://zhiraf.crm-onebox.com/
Merging customer contact cards (card from the general chat and the old card in the system)
In the general chat, at the time of the beginning of the dialogue, a new contact card is automatically created for the client. But very often it ha...
Telegram
good afternoon. why is there no field with telegram id in the contact card, similar to viber?
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...
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