• Devellp CRM overview

  What is CRM?Some readers

• Export deals and customers from Devellp CRM

  Export a CSV file with a list of requests you received from contact forms in . It can be helpful if you want to process this information, for instance, add it into another CRM, analyze data, have an archive of deals, etc. To begin, open your site settings at *Some readers

• Getting started with Devellp CRM

  Collect and manage all your deals in one place, create unique pipelines for sites in your account and easily track all your customers' interactions in Navigate to the Settings on your Website and click General Info, then Open CRM:Some readers

• Enabling push notifications for Devellp CRM

  After you've connected a contact form to your , turn on push notifications about the incoming new deals that will be displayed in your browser. For that, open your CRM tab and wait for some time until the pop-up shows: If the pop-up doesn't appeFew readers

• Connecting a contact form to a pipeline in Devellp CRM

  You don’t need to configure anything to automatically receive applications from your site — CRM is connected to all the contact forms by default. That is, every single time your site visitors fill in the contact form, you get the data in the card that immediately goes to the first column in the My deals default pipeline.Few readers

• Managing customers in Devellp CRM

  In the context of CRM, customers are people or companies who order services from your website. The customers catalog in CRM works like a database of past, current or potential clients.Few readers

• Managing deals in Devellp CRM

  After you've created your first pipeline and connected a contact form to it, learn how you can edit the incoming deals, create custom fields, change the statuses of the deals and more. The unread deals from the contact forms will be marked as blue: To edit the details of the deal or check its requirements, click on the card itself. If the deals were created from the form submissions, the informatiFew readers