Leads Help Center
Capture, quote, follow-up, win.
26 categories · 89 articles
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Getting Started
What Tazk CRM does, signing in, the dashboard at a glance, finding your way around the sidebar and managing your account.
5 articlesDashboard
What each dashboard tile and chart counts, and how to create and customise your own dashboards.
2 articlesCalendar
Holidays and events, lead task due dates and meetings on a month calendar.
1 articleContacts
The Employee Directory, every customer account and your starred contacts.
1 articleAccounts
All Accounts and Account Contacts — the companies you sell to and the people in them.
2 articlesChat
Instant messages with your colleagues.
1 articleMy Work
Tasks, Calls and Meetings — your follow-ups across all your leads.
5 articlesLeads
All Leads and Import Leads — adding, importing and working leads until they are converted or lost — and sending proposals on WhatsApp.
3 articlesDeals
Pipeline Board, Deal List and Sales Forecast.
3 articlesQuotes
Quotations, the product Catalog and Price Lists.
3 articlesApprovals
Approving, verifying or denying quotation requests.
1 articleActivity
The devices that have signed in to your account.
1 articleMarketing
Campaigns, broadcasts, audiences, journeys, A/B tests, analytics, consent, WhatsApp Business, channels, brand kit and AI — one article per Marketing screen.
14 articlesInbox
WhatsApp and email conversations with leads and customers.
1 articleMessage
Approval requests, quotation approvals, announcements and internal mail in one place.
1 articleAnnouncement
Company announcements for your team.
1 articleIntegrations
All Connections and Website Forms — the sources that bring leads into Tazk CRM.
2 articlesConfiguration
SLA policies, custom fields, lead assignment, stage rules, reminders, general, approvals, SMS, mail and WhatsApp — one article per Configuration screen.
10 articlesSettings
User roles, company info, users, themes and subscriptions — one article per Settings screen.
5 articlesTemplates
The Message Library — saved WhatsApp, email and SMS messages.
1 articleDocument Templates
The layout of the documents you print or send, such as quotations.
1 articleHealth Audit
Automatic checks on your company’s records, with a score out of 10.
1 articleReports
Ready-made CRM reports and the report builder.
1 articleService Desk
The after-sales add-on: tickets, setup, the help centre and reports.
21 articlesRelease Notes
Latest updates and changes.
1 articleFAQs
Frequently asked questions.
1 article