CRM and sales
Here you will find information on how to work with CRM elements such as leads, deals, contacts and companies in list and on the board, as well as how to create and schedule activities for them.
CRM card
Settings of the CRM card
Configuring fields in CRM
Custom fields in CRM
Types of fields in CRM
Export of CRM entities
Mass actions in CRM
Kanban board in CRM
Filters and search in CRM
Work with CRM elements in the list
Work with duplicates in CRM
Required fields in CRM
History of changes in CRM
Dependent lists for CRM
Creating a related element while working with another entity's card