CRM Settings

To go to the CRM settings, you must select the Contacts item in the main menu and then Settings in the submenu.

The form contains tabs:

• Additional lead fields;
• reCaptcha;
• Instructions for assignment callings;
• Messages for order callings;
• Instructions for order callings.

Note! On all tabs, except for Additional lead fields, adding instructions and editing emails is available, if at least one employee is added to the system.

Additional lead fields

If necessary, you can specify additional fields that will be filled when adding a new contact.

To add, click the Add Field button and fill out the form in the pop-up window.

Indicate:

• Field name;
• Type, which can take the following values:
  • Integer;
  • Afractional number;
  • Date;
  • Date and time;
  • String (up to 255 characters);
  • Text (of any length);
  • Logical type (yes / no);
  • Drop-down list;
  • Switches;
• The default value (you do not need to fill it in).

If selected type is a drop-down list, the form will change to:

An additional field Value 1 appears where you want to enter a possible value from the drop-down list. The Add Value button will add the next input field.

After filling all fields, click the Save button. The field will be added.

reCAPTCHA

This tab allows you to configure Google reCaptcha. We described the configuration details in this article.

Instructions for assignment callings

This tab allows you to add instructions for calling jobs for employees of the call center.

To create an instruction, the default Eastfunnels text editor is used. The Save button is used to save the changes.

Messages for order callings

On this tab, you can set up default letters that are sent by call center employees to customers after a call.

The {…} button has appeared on the editor panel, which allows you to add information from additional contact fields to letters. More details can be found here.

 

You need to use the radio button to select a letter template. The options include:

• The conversation went through;
• Did not get through;
• Call back;
• Already paid;
• Invalid lead.

There is a default letter for each option. However, with the default text editor Eastfunnels, you can make changes and additions to the text.

The Reset Default Mail button returns the original version of the message.

Instructions for order calligs

This tab allows you to add instructions for calling accounts for employees of the call center.

To create an instruction, the default Eastfunnels text editor is used. The Save button is used to save the changes.