CRM Settings

/ Contacts / CRM Settings 

Content 

1. Additional lead fields 
2. reCAPTCHA 
3. Instructions for call assignments
4. Messages for call orders
5. Instructions for call orders

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

The form contains tabs: 

• Additional lead fields 
• reCaptcha 
• Instructions for call assignments 
• Messages for call orders 
• Instructions for call orders 

Note:  Except for the Additional lead fields tab, 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. 

This information should be indicated in the form: 

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

If the 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 call assignments 

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

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

Messages for call orders 

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

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 InfluencerSoft, you can make changes and additions to the text. 

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

Instructions for call orders 

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

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

Articles: 

Lead Card 

Lead Card in Call Tasks 

How to Import Leads from a CSV file

Configuring Invisible reCAPTCHA 

Contact Lists 

Add and Edit Contact List