Leads सहायता केंद्र
Capture, quote, follow-up, win.
26 श्रेणियाँ · 89 लेख
श्रेणी के अनुसार देखें
Getting Started
What Tazk CRM does, signing in, the dashboard at a glance, finding your way around the sidebar and managing your account.
5 लेखDashboard
What each dashboard tile and chart counts, and how to create and customise your own dashboards.
2 लेखCalendar
Holidays and events, lead task due dates and meetings on a month calendar.
1 लेखContacts
The Employee Directory, every customer account and your starred contacts.
1 लेखAccounts
All Accounts and Account Contacts — the companies you sell to and the people in them.
2 लेखChat
Instant messages with your colleagues.
1 लेखMy Work
Tasks, Calls and Meetings — your follow-ups across all your leads.
5 लेखLeads
All Leads and Import Leads — adding, importing and working leads until they are converted or lost — and sending proposals on WhatsApp.
3 लेखDeals
Pipeline Board, Deal List and Sales Forecast.
3 लेखQuotes
Quotations, the product Catalog and Price Lists.
3 लेखApprovals
Approving, verifying or denying quotation requests.
1 लेखActivity
The devices that have signed in to your account.
1 लेखMarketing
Campaigns, broadcasts, audiences, journeys, A/B tests, analytics, consent, WhatsApp Business, channels, brand kit and AI — one article per Marketing screen.
14 लेखInbox
WhatsApp and email conversations with leads and customers.
1 लेखMessage
Approval requests, quotation approvals, announcements and internal mail in one place.
1 लेखAnnouncement
Company announcements for your team.
1 लेखIntegrations
All Connections and Website Forms — the sources that bring leads into Tazk CRM.
2 लेखConfiguration
SLA policies, custom fields, lead assignment, stage rules, reminders, general, approvals, SMS, mail and WhatsApp — one article per Configuration screen.
10 लेखSettings
User roles, company info, users, themes and subscriptions — one article per Settings screen.
5 लेखTemplates
The Message Library — saved WhatsApp, email and SMS messages.
1 लेखDocument Templates
The layout of the documents you print or send, such as quotations.
1 लेखHealth Audit
Automatic checks on your company’s records, with a score out of 10.
1 लेखReports
Ready-made CRM reports and the report builder.
1 लेखService Desk
The after-sales add-on: tickets, setup, the help centre and reports.
21 लेखRelease Notes
Latest updates and changes.
1 लेखFAQs
Frequently asked questions.
1 लेख