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This video tutorial contains step-by-step instructions on how to set up automatic email case registration in Creatio CRM. Learn how to make Creatio automatically register new cases based on incoming emails or connect emails to existing cases.
Service Creatio, customer center edition automates your customer service operations to help increase customer loyalty and satisfaction levels and is designed for customer service automation for large-scale support teams with a high flow of inbound and outbound communications.
Financial Services Creatio, customer journey edition is a system for automating bank front office and contact center tasks, as well as handling deposit and transactional product support.
Setup the workplaces displayed on the side panel in Creatio CRM. This helps to organize the work for the employees from various divisions and departments. You can include in the list of the displayed sections only those sections that are used by the employee for the working process.
You can set up the organizational and functional roles of your company’s employees in Creatio CRM system.
Use the organizational roles to model the administrative structure of your company divisions.
Use the functional roles to group your company’s employees by their job titles.
Learn how to create contacts and assign them to users, manage user access rights in Creatio CRM software. The tutorial also explains the licensing steps, so that you can easily manage and configure the licensing for the users in Creatio.
Use filters to filter data by the most frequently used conditions. Use the standard filter to search for records by the values specified in one or more columns. Use the advanced filter if you need to apply a more complex filter that contains several search parameters and conditions.
This video tutorial contains step-by-step instructions on how to process cases in Creatio CRM. Learn case processing workflow and stages, discover powerful and easy-to-use case management tools that Creatio has to offer.