48 documentos etiquetados con "crm"

Learn how to use the Add a note to the company action to log a note on a company record in an automation.

Learn how to use the Add a note to the contact action to log a note on a contact record in an automation.

Learn how to use the Assign a company owner / salesperson action to set a team member as the owner of a CRM company record in an automation.

Learn how to use the Assign a contact owner / salesperson action to set a team member as the owner of a CRM contact record in an automation.

Learn how to use the Associate a company and contact action to link a company and contact record in the CRM.

Learn how to use the Associate custom object with activity action to link a custom object record to a CRM activity.

Trigger predefined automation actions directly from CRM views without setup or workflow creation.

Carga archivos al CRM y consulta resúmenes generados automáticamente para mejorar su capacidad de descubrimiento.

Learn how to use the Close all sales opportunities action to close every open opportunity on an account.

Learn how to use the Close opportunity action to close a specific opportunity on an account.

Por qué no se entregan los mensajes SMS de campañas, qué significan los estados de consentimiento, y cómo actualizar el consentimiento de SMS de un contacto.

Learn how to use the Create a company action to create a new company record in your CRM.

Learn how to use the Create a contact action to create a new contact record in your CRM.

Learn how to use the Create a CRM sales task for the company action to create a task on a company record.

Learn how to use the Create a CRM sales task for the contact action to create a task on a contact record.

Learn how to use the Create a custom object action to create a new custom object record in your CRM.

Learn how to use the Create a sales opportunity action to create a CRM opportunity on an account with pipeline, stage, and custom field configuration.

Guía del CRM de Business App - contactos, oportunidades, pipelines de venta, formularios y tareas para gestionar relaciones con clientes y cerrar negocios.

Carga archivos a contactos y empresas con resúmenes generados por IA en el CRM.

Agrupa, reordena y oculta campos del CRM para controlar cómo se organizan los registros de contactos, empresas, oportunidades y objetos personalizados

Aprende a enviar un correo electrónico de solicitud de reunión directamente desde el perfil de un contacto en el CRM, para que pueda elegir un horario que le convenga.

La definición completa de cada etapa del ciclo de vida del CRM, cómo funcionan las transiciones automáticas, y cómo cambiar una etapa manualmente.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find contact action to search for an existing CRM contact by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Learn how to use the Get an opportunity action to retrieve an opportunity and bring it into scope for downstream steps.

Learn how to use the Get company from contact action to retrieve the company linked to the contact in scope.

Learn how to use the Get contact from company action to retrieve a contact linked to the company in scope.

Learn how to use the Get custom object from company action to retrieve a custom object record linked to a company.

Learn how to use the Get custom object from contact action to retrieve a custom object record linked to a contact.

Learn how to use the Get open opportunities action to retrieve all open opportunities on an account.

Learn how to use the Get or create the associated account action to retrieve or create the account associated with a company.

Learn how to use the Get the associated company action to bring a company record into scope from an account-scoped trigger.

Captura audio de reuniones presenciales desde la página My Meetings y súbelo al CRM para un análisis impulsado por IA.

Aprende a organizar tus tipos de evento en Groups y Service Menus para darles a los prospectos un solo enlace donde puedan elegir la reunión o el servicio correcto.

Guía completa de la integración de Vendasta con Zapier, que incluye la configuración, los activadores de automatización y las preguntas frecuentes.

Learn how to use the Log a call activity to the company action to record a call on a company's activity timeline.

Learn how to use the Log a call activity to the contact action to record a call on a contact's activity timeline.

Learn how to use the Modify a call activity for the company action to update an existing call activity on a company.

Crea módulos personalizados del CRM para hacer seguimiento de datos específicos de la industria como equipos, propiedades, o vehículos junto con tus contactos y empresas. Admite importación masiva, automatizaciones, listas inteligentes, y API.

Revisa las reuniones grabadas con resúmenes generados por IA, información, participantes, y transcripciones en el CRM.

Learn how to use the Query opportunities action to search for opportunities based on filter criteria.

Learn how to use the Reopen opportunity action to return a previously closed opportunity to an active pipeline stage.

Learn how to use the Set account lifecycle stage action to change an account's lifecycle stage to Lead, Prospect, or Customer.

Learn how to use the Update company action to update fields on an existing CRM company record.

Learn how to use the Update contact action to update fields on an existing CRM contact record.

Learn how to use the Update custom object action to update fields on a custom object record in your CRM.

Learn how to use the Update opportunity stage action to move an opportunity to a different pipeline stage.