List of related questions and answers «Manage contacts and database of clients and leads»
Contact group employees
One of the employees ("manager") has disappeared from the "employees" contact group. In the search for contacts, van box finds ...
There is no created contact in the database of contacts, with which you can log in
I made a contact. There is no yoga in the list of contacts. With a joke in contacts - do not know. The group "Spivrobitniki" has no yoga....
Access rights by employees
One SRM, 2 directions of the Russian Federation and Ukraine work in it, tobish these are different departments and employees. These are 2 different...
Active time in the system
Good afternoon. Please make a record of the employee's active time in the system, now it will be very useful when working remotely. To understa...
Contact coordinates are not deleted/corrected
What now? This is how we enter the coordinates in the block of the contact card Location: http://prntscr.com/nmtbw0 Wrong coordinates entered. Can&...
Finding and merging duplicate contact cards
Now, due to the peculiarities of CRM, sometimes a lot of duplicates of one contact are created. Most often when using the API. It is necessary to m...
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