Pracovní prostor (CRM a úkoly)
Sledujte potenciální zákazníky, nabídky a úkoly ve svém integrovaném pracovním prostoru.
7 how-tos in this topic
How to create a task in Workspace
Track follow-ups, ordering jobs, and admin work in a Kanban board attached to your store.
3 min read
How to create a lead in Workspace CRM
Add a prospect by hand and move it through your pipeline stages.
5 min read
How to manage your sales pipeline (CRM)
Track leads from first contact to closed sale using the Pipeline/CRM board in your Workspace—create leads, organize them into stages, tag lead sources, and drag them forward as deals progress.
8 min read
How to set up a Workspace board
Create a Kanban-style board in the Workspace, choose a board type, and define the stages your tasks or leads will move through.
6 min read
How to build a CRM form
Turn the questions you ask on the phone all day into a form that fills in a lead by itself.
6 min read
How to publish and share a CRM form
Get the link and the embed code — and clear the checks Lunix runs before it will let a form go live.
4 min read
How to read your form responses
Where the answers live, which ones became leads, and what to do about one that did not.
3 min read