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