Every business has certain stages through which it is necessary to guide the customer. In keyCRM, in the «Pipeline» section, you can independently configure the necessary stages, perform analytics, and control the process.
Each card represents a potential customer's request. You can name the cards yourself, whether they are leads, applications, requests, or deals. They differ in name, but the functionality remains the same.
Where are the pipelines located?
All work takes place in the «Sales» → «Pipelines» section. Once you navigate to it, you will see a kanban board with status (stage) columns.
1. Enable the section in «Settings» → «Pipelines».
2. Configure status settings and create new pipelines as needed.
3. Grant access to your managers.
How to create cards in pipelines
There are several ways to create cards:
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Manually, by clicking on «Add lead» (application, agreement, request) in the upper right corner of the section;
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Using our open API;
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Import cards from an Excel file in .xlsx, .csv format;
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Set up automatic card creation from chats or from calls;
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Connect FB leads.
Once the cards are created, they will be displayed on the Kanban board.
How to work on Kanban
This section displays basic information about the cards you have created:
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List of pipelines — select the pipeline you need if you have several of them. After selecting, its statuses and cards will appear;
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Filter for more flexible search of your customers by standard and additional fields;
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Quick search — by card number and name, phone number, or customer email;
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Counter — displays the number of cards that are in status;
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Add lead, application, agreement — create a card manually;
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Responsible manager — the name of the manager assigned to the card;
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Customer name specified in the card. If the customer is saved, a green icon is displayed next to the name. If not saved, a yellow icon is displayed;
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Card name — clicking on the name opens the card;
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Time of next contact, when it is necessary to contact this card. One hour before the specified time, the value is marked in yellow. If the deadline has already passed, the value is marked in red;
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Gray indicates the time of contact if there is more than an hour until contact;
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Card source, if specified;
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Total price of products/services added to the card and number of products/services;
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Payment scale, filled in according to the amount of products/services and payments added to the card with the status «paid»;
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Time of creation of the card.
Cards can be dragged across different statuses by clicking and holding the left mouse button on the card. You can drag a card to any status.
By default, cards are sorted by time of next contact, but this can be changed in the pipeline settings.
By default, «successful» and «rejected» statuses are hidden. To see them, enable the corresponding switches in the filter.
Mass actions in Kanban
In this section, you can perform mass actions with cards.
Mark the necessary cards with checkmarks or click on the checkmark next to the status name to mark all cards in this status. Then click «Selected:XXX» and you will be able to perform the following actions:
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Change the status of cards;
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Change the manager in the cards;
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Export cards to an Excel file;
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Change the pipeline to move cards to another pipeline;
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Delete cards — this option is only available to the CRM owner.
Now you know how to work in pipelines and perform mass actions on the Kanban board. We also suggest that you familiarize yourself with the information on working with pipeline cards.
