Answer: By default, successful and canceled cards are hidden from the general display. Therefore, to view them, you need to enable the switch in the filters.
Answer: If you have set up transfer to another pipeline from a successful card, you cannot activate the payment functionality in it.
According to our concept, if a customer has already paid for the products, then this is a successful lead, and it can be transferred to a successful status.
Otherwise, such payments would be duplicated and would spoil the financial analytics.
Answer: There are two types of settings that determine user access to pipelines:
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The necessary rights to view pipelines must be enabled in the role settings.
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In the settings for each pipeline, you can set access to the pipeline only for certain roles that will have access to this pipeline, or leave it blank for general access.
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The «Administrator» role has access to all pipelines by default, regardless of these settings.
Answer: The time of the next contact is set automatically 15 minutes after the card is created, but it can be changed manually.
One hour before the specified time, the value is marked in yellow. If the deadline has already passed, the value is marked in red, and the contact time is marked in gray if there is more than an hour left before the contact.
If the pipeline card is created via API and the time of the next contact is not specified in the request, the time of the next contact is automatically set to 1 hour.
Answer: To display calls in the pipeline card, you need to enable connection with pipelines in the telephony settings.
Answer: Data from additional fields of the pipeline card can be transferred:
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To an order - when the pipeline card is transferred to a successful status, if the «Create order» action is configured
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To another pipeline card - when the pipeline card is transferred to a successful status, if the «Create another card» action is configured
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To the customer - when saving the buyer in the card.
Information from the additional field is transferred only when a new order or another card (pipeline or customer) is created from the card. There is no constant synchronization between these fields.
In order for information to be transferred between pipeline cards or to orders, you must create identical fields in the desired pipelines, orders, or customer.
If an additional field was created after the order or other card was created, it will not be filled in automatically.
Answer: In the general settings menu, you can choose how cards will be sorted in the column (status) in all pipelines:
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From newest to oldest;
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From oldest to newest;
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By date of next contact, ascending;
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By date of next contact, descending.
Answer: To be able to add payment to the pipeline card, payments must be enabled in the pipeline settings.
