Objectives

CRM is designed to help you communicate with customers in a more organized way and handle non-routine tasks related to your service (for example, reminding an employee to suggest that a customer sign up for an additional service at your branch).

To use the CRM features, go to the “Messenger” section in your account on our website, then select the “Tasks” tab:

You can add a task by clicking the “New Task” button under the date you need, or by using the separate “Create Task” button located in the upper-right corner of the screen:

When creating a task, you can specify the following parameters:

• Task category (you can create categories manually);
• Task description (the text detailing the actions to be performed); 
• Link to a client (here you can specify which client this task applies to); 
• Assignee (the messenger operator who is responsible for completing the task and in whose schedule it will appear); 
• Date (the day and time the task is to be completed)

Example of how to fill it out in the screenshot:

In addition to the features listed above, you can filter tasks by various parameters (who is responsible for completing the task, how the task was created—manually or automatically, and which category the task belongs to):

You can also create tasks directly from a chat with a client or on the deal page by clicking the corresponding “Create Task” button: