🗂️ Working with pipelines. Applications, Leads, Deals
General
How does the pipeline differ from orders?
We explain what pipelines and orders are and what the difference between them is.
How to work with pipelines
We describe how to work with leads, deals, applications, and requests in pipelines on a Kanban board.
Editing a pipeline card
We describe how to work with lead cards, deals, applications, create orders from them, and save customers.
Questions and Answers (FAQ) about working in pipelines
This guide contains answers to the most frequently asked questions about working in pipelines.
Working in pipelines
Creating a card manually
We explain how to manually create a card in the pipeline during the work process.
Products and services in pipelines
In this guide, we will describe how to add products to pipeline cards.
How to work with «buyer» customers in pipeline cards
Let's learn how to work with customer contact details and store customers in pipeline cards.
How can I view the change history in the card?
We explain how to track the history of actions in pipeline cards.
Pipeline settings (for administrators)
How to set up pipelines and statuses
You can create as many pipelines as you need, with any set of statuses in each. We'll tell you how to do it.
Automatic creation of cards from chats
When a customer contacts you through any of your communication channels, a card can be created automatically. We will explain how to set this up.
Automatic creation of cards from calls
Cards can be automatically created in pipelines for all incoming, outgoing, and missed calls. We will explain how to set this up.
How to create additional fields in pipelines
We explain how to add your own fields to the pipeline card if the standard ones are not enough.
Obtaining pipeline cards from external services
Transferring leads from TikTok lead forms
We explain how to set up the transfer of leads from TikTok lead forms to keyCRM.
Transferring leads from Facebook Lead Ads forms
We explain how to set up the transfer of leads from Facebook Lead Ads to keyCRM.
Questions and answers (FAQ) about Facebook Lead Ads forms
We have compiled answers to the most common questions that arise when working with Facebook Lead Ads.
Transfer of leads from Weblium contact forms
We explain how to set up the transfer of leads from contact forms on the Weblium website to keyCRM.
Transferring applications from Webflow forms
We explain how to set up the transfer of applications from forms on the Webflow website to keyCRM.
Sending responses from Google Forms to a card (for administrators)
If you use Google Forms to collect cards, you can set up their transfer to keyCRM. Here's how to do it.
Integration with ADS Quiz
We explain how to connect ADS Quiz integration to keyCRM to transfer leads from it.
Uploading pipeline cards by importing from a file to keyCRM
We describe how to import cards into Pipelines that you have processed in another system or tables.
Printing documents and exporting
How to export (unload) pipeline cards to an Excel table
We explain how to export applications, leads, and deals to an .xlsx or .csv file.
Printing of contracts, bills, invoices, and others
We explain how to use document templates for cards
How to create a new document template for printing (for administrators)
We explain how to create and configure document templates for pipelines.
Questions and Answers (FAQ) about creating documents in the pipeline
This guide compiles the most popular questions that our users have when editing code for documents.