CRM

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

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

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

Understanding tags Tags allow you to categorize your prospects according to a particular feature. In particular, you can use them to distinguish prospects in the

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

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

Import leads Go to the import section To access the section for importing your leads lists, click on CRM, then on “Import”. Import assignments When

Access to exports To export your leads : Export and filter Once in “Advanced search”, click on “Export leads” to export all leads. You can

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