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Building a customer database is essential for getting started with your CRM system. The Import contacts feature will facilitate this process allowing you to add several contacts at once instead of entering them one by one manually. This guide will show you how to transfer your contacts from a CSV file to CRM and restrict access to them.
An effective well-organized customer database enables you to communicate better with your customers and increase your sales. This guide will show you how to maintain your customer database: arrange and update the available contact information.
Do you need to export the customer information from your CRM database as a .csv file to edit and print it later? You can do it right on the portal. Just follow these easy steps.
Want to save time while managing your contacts within the CRM module? Use group operations to delete, set permissions, send an email, add a tag to several contacts at once! The needed instructions can be found in this tip.
Maintaining a contact list within the CRM module it might happen that portal users add the same contact details several times. After finding duplicate contacts, you can eliminate them in a few easy steps. Please refer to this tip for more information.
An opportunity is used to keep track of the potential sales, their estimated due date, budget and success probability and help you manage your sales easily and effectively. This guide will show you how to create and manage your opportunities.
Sometimes working on an opportunity might require the involvement of the whole team of the specialists. In this case creating a project and linking it with the opportunity will help you coordinate the work and manage it more efficiently. Follow the instructions to learn how to link an existing opportunity with a project.
Using case is an effective way to organize a common event for your customers. It allows to coordinate teamwork, keep all the related documentation organized in one place and track the process more efficiently. This guide will show you how to use a case in CRM.
When the sales cycle is completed, you can create an invoice for the products and services you have provided and send it to the client. CRM allows you to do it quickly and easily. Just fill in the fields of the invoice form and send it as an attachment to your client using Mail.
The VoIP feature allows you to receive incoming calls from your customers and make outgoing calls right from a web browser using virtual numbers provided by the Twilio service. Incoming calls from new phone numbers that are not stored in your customer base are automatically saved as new CRM contacts.