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.
A landing page is a web page on your website that contains information valuable to visitors and enables you to obtain information about them and their current needs.
Learn how to export reports from Creatio in PDF or DOCX format. This tutorial explains how to set up and generate reports using highly customizable MS Word templates.
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.
The system designer is the configuration hub of Creatio.
To setup mobile application, use Creatio mobile application wizard that is displayed in the system designer block. Each section of the mobile application can be customized in such a way as to display only the required information.
Use lists in Creatio CRM software to set up columns, add connecting or aggregated columns, set up a summary string and sort records. Display data in a tile, list or vertical view.
