List of related questions and answers «Manage contacts and database of clients and leads»
1 answer
10.11.2020, 18:07
1. You need to evaluate the opportunity when entering the "cart" In order to be able to start creating an order without a product, it is...
Upload action refinement Fill in the contact card field based on another field
Good afternoon. Tell me if you plan to upload to the new version of the refinement of the action Automating contacts when saving - Fill in the fiel...
2 answer
10.11.2020, 10:58
Google contacts
Hello, the synchronization of Google contacts and OneBox contacts does not work
onebox is slow
onebox is slow on a specific account. Tested: they changed computers - it is this account that works slowly, although another account flies on the ...
Legal entities (companies) and fields
Good afternoon. 1. We sometimes receive orders from legal entities. And when billing, data from the contacts section is substituted. And how to mak...
2 answer
02.11.2020, 15:07
There is a client who has a site on wordpress. It is necessary to set up the form that the client fills out and the data arrives in OneBox. After t...
Company orders in the company employee card
Good afternoon! How to display ALL orders of this company (that is, including other employees) in the card of an individual who is an employee of a...
Adding clients to the group
We receive orders through the online store and create a buyer profile. How to make it so that the group "clients" was immediately assigne...
Adding a contact to a group
Please tell me how to transfer contacts from a subgroup to a group, the photo in the example, deleted the subgroup and all the contacts that were t...
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