{"id":7274,"date":"2022-05-25T16:00:59","date_gmt":"2022-05-25T14:00:59","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/configuring-crm\/"},"modified":"2023-10-29T10:16:51","modified_gmt":"2023-10-29T09:16:51","slug":"configuring-crm","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/crm-en\/configuring-crm\/","title":{"rendered":"Configuring CRM"},"content":{"rendered":"\n

To access your CRM settings, click on the CRM icon, then on Settings.<\/p>\n\n\n\n

\"Access<\/a><\/figure>\n\n\n\n

The “Settings” page has 6 tabs:<\/p>\n\n\n\n

\"CRM<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Configuring modules<\/h2>\n\n\n\n

Modules allow you to create groups of contacts to categorize them according to a particular feature.<\/p>\n\n\n\n

Click here to see how to create modules.<\/p>\n\n\n\n

Click here to see how to add prospects to the modules.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"Modules<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Configuring custom fields<\/h2>\n\n\n\n

Custom fields are information fields that you add about your prospect. You’ll find them in the prospect section.<\/p>\n\n\n\n

Click here to see how to create custom fields.<\/p>\n\n\n\n

Click here to see how to add fields to a module.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"Custom<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Set calendar color<\/h2>\n\n\n\n

This section lets you define a color for the various event types.<\/p>\n\n\n\n

\"Calendar<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Setting calendar limits<\/h2>\n\n\n\n

This section lets you define an event limit for a given range. Click on “Add limit” and set the parameters.<\/p>\n\n\n\n

\"Calendar<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Setting up tags<\/h2>\n\n\n\n

Tags allow you to categorize your prospects according to a particular feature. In particular, you can use them to distinguish prospects within the same module.<\/p>\n\n\n\n

Click here to learn how to create a tag.<\/p>\n\n\n\n

Click here to see how to add tags to a module.<\/p>\n\n\n\n

\"Tag<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Configure saved filters<\/h2>\n\n\n\n

You can save filters in the prospect section to retrieve a certain selection of prospects with a single click. <\/p>\n\n\n\n

Go to this article to see how to create them from the prospect section.<\/p>\n\n\n\n

Here you can edit and delete them.<\/p>\n\n\n\n

\"Filter<\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"

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 to add prospects to the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[97],"tags":[],"class_list":["post-7274","post","type-post","status-publish","format-standard","hentry","category-crm-en"],"_links":{"self":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/comments?post=7274"}],"version-history":[{"count":4,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7274\/revisions"}],"predecessor-version":[{"id":7377,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/7274\/revisions\/7377"}],"wp:attachment":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/media?parent=7274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/categories?post=7274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/tags?post=7274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}