INTRODUCTION OF THE SALES TUNNEL, SETTING ROBOTS AND TRIGGERS

Directions of transactions and their stages for all types of orders have been created, directions of transactions are interconnected by automation: robots move the client along the sales tunnel.


Access rights for responsible employees to transactions are configured depending on the stages and directions, the correctness of the client’s movement through the tunnel is automatically controlled (using authoring services and applications).


Created and configured CRM contact cards and CRM transaction cards for each direction of transactions.


Configured automatic sending of notifications to employees and guests (integration with the Robot-Postman application), triggers are configured.


Set up online payment tools.


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CRM-форма появится здесь