Select the name of your CRM board
Posted: Sat Dec 07, 2024 7:03 am
If you already have a large enough application base, it is much easier to work with them in a table. After all, it is in this format that the status of the transaction can be easily tracked .
Switching between the board and the table is very easy. Just click on the icon with three parallel lines in the upper right corner to switch to the table mode. If you want to return to the board, click on the adjacent icon with vertical lines.
switch between board and table
Also, soon there will be an opportunity to filter panama phone number material deals depending on their status. Thus, you will be able to make some new offers for clients of closed deals. Due to this, you will be able to significantly increase your sales.
Now that you have a broader understanding of Weblium CRM, let's move on to working with deals.
Working with CRM Deals on Weblium
The first column contains all requests that come automatically from contact forms (they can also be added manually).
That is, every time someone leaves a request on your site, it immediately goes into the first column in the form of a card.
applications come automatically from contact forms
A pop-up window will notify you about a new request right in your browser (even if the CRM tab is closed). This way, you can respond to new requests more quickly — immediately call the client back to place an order.
Weblium CRM
For your convenience, cards with unviewed requests are marked with a blue dot and highlighted in light blue. So when you enter the CRM, you can immediately see your new requests and begin the step-by-step implementation of each transaction.
By clicking on a new application, you will see the date it was received, the client's name, and all the information about him from the completed form. You can rename these cards, as well as add comments and additional information.
CRM card
To automatically receive applications from your site, you don't need to set anything up. The CRM is connected to contact forms by default.
However, if you have several boards and you want to choose which one will receive requests, go to the “Integrations” tab in the form settings window and select the name of your CRM board.
You can also add deals manually. This is especially relevant if, in addition to requests from contact forms, you also make records of clients and orders yourself. Or if you receive requests in other channels (Telegram, Viber, Gmail, etc.).
To add a new card, click "New Deal" in the upper right corner, select the status column, enter all the necessary information and click "Save Deal". Or simply click "Add Deal" in any column.
Add a deal
How great that now all information about your orders and clients is stored in one place! And such a reliable one as Weblium CRM.
For more details on working with our CRM system, please visit our support center .
Conclusion
Despite the fact that we have just launched our CRM system, it already has all the necessary functionality to significantly simplify your work with orders .
However, like many other Weblium functions, the CRM system will be constantly improved and expanded in functionality. Therefore, carefully follow the updates to stay up to date with all the new features.
We are also always open to feedback. Share your impressions of working with our CRM. We will definitely take into account all your feedback and wishes to make it even more effective for your business !
Switching between the board and the table is very easy. Just click on the icon with three parallel lines in the upper right corner to switch to the table mode. If you want to return to the board, click on the adjacent icon with vertical lines.
switch between board and table
Also, soon there will be an opportunity to filter panama phone number material deals depending on their status. Thus, you will be able to make some new offers for clients of closed deals. Due to this, you will be able to significantly increase your sales.
Now that you have a broader understanding of Weblium CRM, let's move on to working with deals.
Working with CRM Deals on Weblium
The first column contains all requests that come automatically from contact forms (they can also be added manually).
That is, every time someone leaves a request on your site, it immediately goes into the first column in the form of a card.
applications come automatically from contact forms
A pop-up window will notify you about a new request right in your browser (even if the CRM tab is closed). This way, you can respond to new requests more quickly — immediately call the client back to place an order.
Weblium CRM
For your convenience, cards with unviewed requests are marked with a blue dot and highlighted in light blue. So when you enter the CRM, you can immediately see your new requests and begin the step-by-step implementation of each transaction.
By clicking on a new application, you will see the date it was received, the client's name, and all the information about him from the completed form. You can rename these cards, as well as add comments and additional information.
CRM card
To automatically receive applications from your site, you don't need to set anything up. The CRM is connected to contact forms by default.
However, if you have several boards and you want to choose which one will receive requests, go to the “Integrations” tab in the form settings window and select the name of your CRM board.
You can also add deals manually. This is especially relevant if, in addition to requests from contact forms, you also make records of clients and orders yourself. Or if you receive requests in other channels (Telegram, Viber, Gmail, etc.).
To add a new card, click "New Deal" in the upper right corner, select the status column, enter all the necessary information and click "Save Deal". Or simply click "Add Deal" in any column.
Add a deal
How great that now all information about your orders and clients is stored in one place! And such a reliable one as Weblium CRM.
For more details on working with our CRM system, please visit our support center .
Conclusion
Despite the fact that we have just launched our CRM system, it already has all the necessary functionality to significantly simplify your work with orders .
However, like many other Weblium functions, the CRM system will be constantly improved and expanded in functionality. Therefore, carefully follow the updates to stay up to date with all the new features.
We are also always open to feedback. Share your impressions of working with our CRM. We will definitely take into account all your feedback and wishes to make it even more effective for your business !