• Sales CRM Overview

  Transcript Hi, Alek here from Platformly. In this tutorial video, I'm going to cover the basics of our Sales CRM module. In your account, under the menu "CRM", you can see 2 menu options. So "Organizations" and "Pipelines", which are connected directly with the Sales CRM. We can quickly start with organizations. So the idea here is to better organize your contacts as well as view all deals, contacts, activities and files by specific organFew readers

• Sales CRM Options in Automation Rules

  Transcript Hi, Alek here from Platformly. In this tutorial video, we are going to discuss the Sales CRM options in our Automation Rules. If you have already watched the video of our Automation Builder regarding the Sales CRM, the options are quite similar. So I'm just going to start quickly with the triggers. If you open the search function and type in the "deal" keyword, you will see the options that are available to useFew readers

• Sales CRM - Sales Managers & Sales Persons

  Transcript Hi, Alek here from Platformly. In this tutorial video, we are going to discuss how to create a sales manager or a sales person that is going to be connected with your Sales CRM. As an account owner, you're the only one with permissions to create team accounts. In order to create a team account, you need to go to your profile and then "Setup". Once you land on that page, from the projects, you need to chooFew readers

• Sales CRM Options in Automation Builder

  Transcript Hi, Alek here from Platformly. In this tutorial video, we're going to explain the Sales CRM options within our Automation Builder. So as you know, everything starts from the triggers. So we're going to start from there, too. If we click here in the dropdown, we can just search quickly for "deal" and we can see all the options that are available. Here we are... so in the conditions, in the global conditions anFew readers

• Platformly's Sales CRM

  Platformly's Sales CRM is a powerful yet easy-to-use Sales CRM, designed to help you increase your sales and grow your business. It is included in your Platformly membership, at no extra cost. In short, Platformly's Sales CRM allows you to: Create Sales Pipelines for different stages: Lead, Contacted, Qualified, Proposal Made… Create Deals, representing business opportunities, that you can move from one stage to another, either manually or automatically Create Deal ActivitiFew readers

• Sales Reporting - Initial Setup

  Configuring your Sales Reporting is an important step when integrating with Platformly. This will allow you to view all your sales metrics across your account, for example, you income on Tracking Links, Emails and Automations, as well as conversions, customer lifetime value and more. This article will help you with your setup. 1) Connect Your Payment Processor We support the following Payment Processors and Integrations: ClickBank, PayPalFew readers