Configuration
SLA policies, custom fields, lead assignment, stage rules, reminders, general, approvals, SMS, mail and WhatsApp — one article per Configuration screen.
10 लेख
SLA Policiesअंग्रेज़ी
Configuration › SLA Policies — the tiles, the policies list, and creating a policy.
Custom Fieldsअंग्रेज़ी
Configuration › Custom Fields — the custom fields list, and adding a field.
Lead Assignmentअंग्रेज़ी
Configuration › Lead Assignment — how routing rules work, and creating a rule.
Stage Rulesअंग्रेज़ी
Configuration › Stage Rules — every lead stage and what must be filled before entering it.
Reminder Settingsअंग्रेज़ी
Configuration › Reminder Settings — the two switches, and reminders to customers and to you.
Generalअंग्रेज़ी
Configuration › General — the Automation & Numbering card for employee codes.
Approvalsअंग्रेज़ी
Configuration › Approvals — the approval rules list, and creating a rule with its approver and optional verifier.
SMSअंग्रेज़ी
Configuration › SMS — the SMS gateways list, and connecting a gateway for a location.
Mailअंग्रेज़ी
Configuration › Mail — the mail accounts list, and setting up the outgoing mail server for a location.
WhatsAppअंग्रेज़ी
Configuration › WhatsApp — the WhatsApp Credits, WhatsApp Consent, Setup and Templates tabs.