Uspacy

We'll talk about how the cards of CRM elements look like, about some of their features, as well as functionality and how to work with them

CRM card

We'll tell how you can change the parameters of the sections and fields on the left side of the entity card to your own taste and needs

We'll talk about the types of fields in CRM, where and how you can configure the parameters of these fields for display in elements cards

In this article, we'll show you how to create your own custom field and make it available for display in an element card.

We'll tell what types of fields can be created in CRM, as well as the features of the settings, appearance and how to fill out each of them

Here we will tell you how to export all the necessary data from leads, deals, contacts, companies, products or activities into a file

In this article, we will tell you how mass actions work for elements of CRM entities, as well as how to apply them

We'll tell what a Kanban board is, how to configure it, what actions you can take with the elements here, and how filters and search work

Here we will tell you what filters are, how to work with them and the search bar, as well as their types and operation conditions

In this article, we will tell you what a list of CRM elements is, what actions you can take with them here, and how to sort and search

In this article, we will tell you how to manually merge CRM elements in your database, and avoid duplicates in such a way

We'll tell how to make a field required, how the option affects the display of this field in the card and the requirements on work with it

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