Leads సహాయ కేంద్రం
Capture, quote, follow-up, win.
26 విభాగాలు · 89 కథనాలు
విభాగం వారీగా చూడండి
Getting Started
What Tazk CRM does, signing in, the dashboard at a glance, finding your way around the sidebar and managing your account.
5 కథనాలుDashboard
What each dashboard tile and chart counts, and how to create and customise your own dashboards.
2 కథనాలుCalendar
Holidays and events, lead task due dates and meetings on a month calendar.
1 కథనంContacts
The Employee Directory, every customer account and your starred contacts.
1 కథనంAccounts
All Accounts and Account Contacts — the companies you sell to and the people in them.
2 కథనాలుChat
Instant messages with your colleagues.
1 కథనంMy Work
Tasks, Calls and Meetings — your follow-ups across all your leads.
5 కథనాలుLeads
All Leads and Import Leads — adding, importing and working leads until they are converted or lost — and sending proposals on WhatsApp.
3 కథనాలుDeals
Pipeline Board, Deal List and Sales Forecast.
3 కథనాలుQuotes
Quotations, the product Catalog and Price Lists.
3 కథనాలుApprovals
Approving, verifying or denying quotation requests.
1 కథనంActivity
The devices that have signed in to your account.
1 కథనంMarketing
Campaigns, broadcasts, audiences, journeys, A/B tests, analytics, consent, WhatsApp Business, channels, brand kit and AI — one article per Marketing screen.
14 కథనాలుInbox
WhatsApp and email conversations with leads and customers.
1 కథనంMessage
Approval requests, quotation approvals, announcements and internal mail in one place.
1 కథనంAnnouncement
Company announcements for your team.
1 కథనంIntegrations
All Connections and Website Forms — the sources that bring leads into Tazk CRM.
2 కథనాలుConfiguration
SLA policies, custom fields, lead assignment, stage rules, reminders, general, approvals, SMS, mail and WhatsApp — one article per Configuration screen.
10 కథనాలుSettings
User roles, company info, users, themes and subscriptions — one article per Settings screen.
5 కథనాలుTemplates
The Message Library — saved WhatsApp, email and SMS messages.
1 కథనంDocument Templates
The layout of the documents you print or send, such as quotations.
1 కథనంHealth Audit
Automatic checks on your company’s records, with a score out of 10.
1 కథనంReports
Ready-made CRM reports and the report builder.
1 కథనంService Desk
The after-sales add-on: tickets, setup, the help centre and reports.
21 కథనాలుRelease Notes
Latest updates and changes.
1 కథనంFAQs
Frequently asked questions.
1 కథనం