Learn how to set up the included Kavkom CRM with your manual telephone lines.
Kavkom CRM lets you import contact files. Like most systems, it only works with comma-separated CSV files. In this tutorial, we’ll explain why, and guide you through converting Excel data to comma-separated CSV. Why convert an Excel file to CSV Before we show you how to convert an Excel file
To access your CRM settings, click on the CRM icon, then on Settings. The “Settings” page has 6 tabs: Configuring modules Modules allow you to create groups of contacts to categorize them according to a particular feature. Click here to see how to create modules. Click here to see how
Modules can be used to create groups of prospects, based on a particular feature that brings them together. The Leads module is present in CRM by default. Note To see how modules are used in CRM, go to the article on the prospect section. Add a module To add a
Go to add a field Creating new fields lets you add and retrieve more information about your prospects. To add a field, click on the CRM icon, on “Settings” and then on “Custom fields”. Then click on “Add field”. Configuring the addition of fields Here are the different sections to
Understanding tags Tags allow you to categorize your prospects according to a criterion or qualification. In particular, you can use them to distinguish prospects within the same module, and find them again easily using filters. For example, if you have (1) modules by business sector, you can add (2) tags
To know Communication templates let you send messages in just a few clicks, when communicating with your prospects. Add a template To go to the template configuration section, click on the CRM icon and then on “Templates”. Next, choose whether you want to add a template for email or SMS.
The “Leads” section lets you manage Kavkom CRM Leads. To access it, click on the CRM icon, then on “Leads”. Add Lead To add a prospect manually, click on “Create lead”. Then fill in the fields : A phone number is required. Warning When inserting a number, don’t add spaces,
Import prospects Go to the import section To access the section for importing your prospect lists, click on CRM, then on “Import”. Import assignments When you get to the “Import” section, Kavkom suggests : Import assignments are optional. Once finished, click on next step to configure the file. Configure file
Access to exports To export your leads : Export and filter Once in “Advanced search”, click on “Export leads” to export all leads. You can also filter the leads you are going to export. To do this, choose your filters, click on “Apply” and then export. To remove filters, click
Kavkom CRM includes a calendar to help you get organized. To access it, click on the CRM icon, then on “calendar”. Calendar presentation Add an event You can add an event from the calendar or from a prospect record. Add an event from the calendar Clicking on “Create event” opens
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