Organizing the CRM

Here you will learn how to use the CRM tool

Contact Management

Use the Contact Management tool to store your leads, customers and suppliers.

Adding fields

The Contact Management tool comes pre-configured with a set of fields (name, phone and email). However, you can configure it with other fields before redistributing it to your clients.

These fields will be the same as those of the template that you configured for this tool.

To configure a template's fields, from the Partner Area, in Dashboard access the Contact Management component and click Edit Component:

Add the fields you want by clicking +

You can add new name, email, phone or text fields. Then just click Save!

Free text fields can be predefined lists.

You can add new items to that list by typing the options in the "Value Options" field, separating the words with commas.

Changing fields

If you want to change the field name or its value options, just edit the fields on this same screen.

Note that existing field types cannot be edited.

If you want to change a field's type, you will need to delete it (by clicking ❌) and create it again. In this process, all entries of the old field will be removed.

After the user's template has been created from the access link, the fields can be changed or added without affecting the original template.

The difference is that this change is made from the ⚙️ Settings button of the component itself instead of the Dashboard screen button.

WhatsApp Integration

If the WhatsApp tool is enabled in your template, your client's WhatsApp contacts who send new messages will automatically become entries in your Contact Management tool.

This setting is optional and can be enabled or disabled through the Actions

panel. To configure the WhatsApp integration, from the Partner Area, in Dashboard access the Contact Management component and click Actions

Add the pointer Create a contact when a new conversation is created in WhatsApp component and click Save.

Disable WhatsApp Integration

To disable WhatsApp integration, from the Partner Area, in Dashboard access the Contact Management component and click Actions

Click the delete icon component and click Save

How to edit the Kanban

Master Kanban Customization

Start by understanding the difference between editing the template and the project. Changes to the template, made from the partner area Dashboard, affect only new clients created in the future. Editing done directly in the project is isolated, changing only that specific client.

In the template editor, you have the freedom to design the funnel. It is possible to rename stages, like "Negotiation", and link essential modules, allowing tasks, products and contacts to be attached directly to the opportunity card.

The most strategic step is to define the "Special Statuses". By indicating to the system exactly which stages represent "Won" and "Lost", you activate the triggers necessary for future automations, such as sending conversions to Meta Ads.

To better qualify your leads, you can also create custom fields. You can add options like "Campaign Source" (Google, Meta, etc.), configuring them as selection lists or open text to enrich the data.

Finally, to adjust a client who is already in the database, the logic is identical. Just access the Kanban view within that client's project and click "Configure" to apply these same optimizations on a one-off basis.