Help

Getting started

• Getting started First login, password, two-factor authentication, languages, the menu, the header and the account switcher in QoCRM.
• Dashboard What the dashboard shows: cards with the change against the previous period, “Time to reach out”, “Unanswered”, inquiries, loss reasons, orders and revenue, customers, the chart.
• What's new A short list of user-visible QoCRM changes — new sections, buttons and fields by date.

Customers

• Customer list The “Contacts” section: search, sorting, filters, choosing columns, export and the trash.
• Customer card The customer card: header, quick actions, tabs, the customer form, “Do not contact”, merging duplicates, “Same number in other projects” and deleting.
• Recipients The “Recipients” tab of the customer card: who the customer gives orders to, the recipient's fields, adding, editing and deleting.

Inquiries and orders

• Inquiries Customer inquiries: when to record them, the form fields, “Answered”, outcomes and when to set them, loss reasons, “No answer”, “Remind me to reach out”, the list and filters.
• Orders Orders: the form fields, statuses, amounts and currencies, payment methods, an order from an inquiry or an occasion, the list, filters and totals.

Occasions and calendar

• Occasions A customer's occasions — birthdays, anniversaries, holidays: kinds, “probable”, “Remind, days before”, mourning and the reminder actions.
• Calendar and reminders “Upcoming occasions”, “Inquiry reminders” and “Offer for a holiday”: filters, statuses, the buttons “Write from the phone”, “Contacted”, “Skip this year”, “Take it”.

Import and export

• Importing customers For the owner and administrators The xlsx/csv import wizard: uploading, the “WhatsApp export v1” preset, manual column mapping, preview, “To check”, the error file and importing again.
• Export Downloading the customer, order and inquiry lists to Excel (XLSX) or CSV: what goes into the file, who can export and what the audit log records.

Projects and members

• Projects Projects — your websites, brands or WhatsApp numbers: creating, the main project, archiving and deleting a project.
• Connecting WhatsApp How to connect a number of the WhatsApp Business app to a project, what changes for the number, loading contacts and history, channel statuses and disconnecting.
• WhatsApp templates and sending from QoCRM What a WhatsApp template is, categories and Meta's review, variables, sending to a customer, who pays and where to add a payment method, marketing consent, ✓ and ✓✓ statuses.
• Members and roles For the owner and administrators Account members: roles and permissions (table), invitations, access to projects, the export right, disabling and transferring ownership.

Settings

• Account settings For the owner and administrators Company name, the account's address, time zone and default currency; links to holidays and message templates.
• Custom fields For the owner and administrators Your own fields for customers, recipients, orders and inquiries: types, list options, “Required”, “Column in the list”, “Filter”, archiving, deleting and ready presets.
• Holidays and message templates For the owner and administrators Setting up mass holidays for “Offer for a holiday” and the message texts for the “Write from the phone” button, with placeholders.
• Profile and notifications Personal details, interface language, notifications (the morning email), changing the password, two-factor authentication and logging out other browsers.

Security and data

• Audit log For the owner and administrators Who did what in the account: members, projects, deleting and restoring customers and orders, import, export, settings. The log's filters.
• Trash For the owner and administrators The customers' trash: restore a deleted customer with all their data or delete them for good at the customer's request (GDPR).