Open Settings > CRM to set up the CRM for your team. The tabs are Lifecycle stages, Tags, Custom fields, Pipelines, Automations, Lead scoring and Email filing. The tabs need the Manage CRM settings role setting together with View CRM. Editing pipelines also needs the Manage pipelines role setting. Without it you can view the pipelines but not change them. Phone settings have their own page.

Das CRM wird pro Benutzer abgerechnet. Ein Benutzer belegt einen CRM-Platz, wenn er eine Rolle mit CRM-Berechtigungen hat. Benutzer mit der Einstellung Rollen verwalten sehen oben das Feld CRM aktivieren. Es zeigt, wie viele Plätze belegt sind. Wählen Sie einmal CRM-Rollen erstellen, um die Rollen CRM sales und CRM manager anzulegen, und fügen Sie Ihren Kollegen dann unter Einstellungen > Benutzer eine Rolle hinzu (öffnen Sie den Benutzer und nutzen Sie den Bereich Rollen). CRM sales ist für Vertriebsmitarbeiter: Sie arbeiten mit Personen, Unternehmen, Deals, Angeboten, dem Kalender und Anrufen, können aber keine Einstellungen ändern, keine Datensätze löschen, importieren oder exportieren und keine eingeschränkten Datensätze sehen. CRM manager kann alles, auch Einstellungen. Bereits vorhandene Rollen bleiben unverändert. Gibt es beide Rollen, zeigt das Feld Rollen öffnen. Ist das Platzlimit Ihres Tarifs erreicht, öffnet sich ein Hinweis zum Upgrade.

Lifecycle stages are the steps a person or company moves through. Five standard stages exist: Lead, Prospect, Customer, Partner and Churned. You can rename them but not delete them. Select New stage to add your own with a Stage name of up to 80 characters. The key is made from the name. Use the arrows (Move up, Move down) to change the order. A stage that people or companies still use cannot be deleted.

Tags are labels you put on people, companies and deals, and filter by. Select New tag, enter a Tag name (at most 60 characters, unique without regard to capitals) and pick a Colour or Default. The column Used on shows how many records use the tag. Renaming a tag renames it everywhere. Deleting a tag removes it from every record that uses it. You can also type a new tag while editing a person.

Custom fields keep extra details on people, companies or deals. They are included from the Starter plan. Without it the tab shows an upgrade card. Choose People, Companies or Deals and select New field.

Use Move up and Move down to order the fields, and the pencil or trash icons to edit or delete. Deleting removes the field from the forms and record pages. A loading error shows Try again and does not mean your fields are gone.

The Pipelines tab has four panels. Deals are included from the Starter plan with one pipeline. More pipelines need the Team plan or higher. The Team plan allows 10 pipelines, Business 50 and Enterprise has no plan limit (a maximum of 200 pipelines per organization applies).

In the list, select New pipeline, enter a Pipeline name and choose Start from the standard Sales stages or a copy of another pipeline. Use the icons to Rename pipeline, Make default or delete. New deals start in the default pipeline. The default pipeline and a pipeline that still holds deals cannot be deleted.

Select a pipeline to edit its stages. Deals move through the open stages from top to bottom. Every pipeline has exactly one Won and one Lost stage, which stay last. A pipeline has at least one open stage and at most 20 stages in total. Use Add stage, Remove stage, Move up and Move down. Stage names must be unique. A stage that still holds deals cannot be removed.

For open stages set Probability % (0 to 100), which weights the forecast, and Rot after (days) (1 to 365, or empty for Never). A deal that stays longer than the rot days in a stage is marked Rotting. Select Save, or Discard to drop your edits. If someone else changed the pipeline you are asked to discard and reload. The default Sales pipeline starts with New, Qualified, Proposal, Negotiation, Won and Lost.

The reasons people choose when they mark a deal as lost. New accounts start with Price, Competitor, No budget, No response and Not a fit. Use Add reason, reorder, rename or remove reasons, then Save. You can keep up to 30 reasons, each with a unique name of at most 80 characters. When at least one reason exists, a reason is required to mark a deal as lost. With no reasons, deals can be marked as lost without one.

Choose a Month and a Currency, then enter a Target for each person with a CRM seat. Leave a field empty for No target. The forecast on the Deals page compares what each owner won with the target. Select Save when done.

The Lead scoring tab gives every person a score from the rules you set, so your team sees who to contact first. It needs the Business plan or higher and the Manage CRM settings role setting. Switch on Lead scoring is on, set the Maximum score (10 to 1000), then add up to 30 rules with New rule. A rule is an Attribute, Activity, Recency or Orders rule with points from -100 to 100, but not 0. Use the Preview panel to test your rules on a real person before you choose Save. Scores are recalculated in the background after you save. On a person, Why this score shows which rules apply.

Open Settings > CRM > Automations. A rule says: when this happens, and only if these conditions are true, do these actions. Automations are included from the Business plan. On lower plans the tab shows an upgrade card. You need the Manage CRM settings role setting.

Rules run as a system user. The counter next to the toolbar shows how many rules are on against your plan limit, for example 3 of 50 rules on. Business allows 50 rules on at the same time and Enterprise 500. Rules that are off do not count.

The Rules view lists Rule, When, Conditions, Actions, Status, Owner and Updated. Each row has a switch, a pencil to edit, Copy and a trash icon. Status is On, Off or Paused. Select New rule to build one, or Add from template to start from an example.

Switching a rule on makes you its owner. A rule stops by itself, and shows Paused with the reason, when its owner no longer has the Manage CRM settings role setting, when your plan no longer includes automations, or when your plan limit is reached. Your CRM admins get a notification. Switch the rule on again to take it over.

A new rule saved while your plan limit is reached can only be saved as off.

A condition has a Field, an Operator and a Value. Person fields: Lifecycle stage, Person owner, Person source, Country, Language, Lead score, Person tags, Person has a company, Person has an owner. Deal fields (deal triggers only): Deal pipeline, Deal stage, Deal value, Deal currency, Deal owner, Deal source, Deal has an owner. Call triggers add Call direction. Operators include is, is not, is any of, is none of, is greater than, is at least, is less than, is at most, includes and does not include.

Assign to offers Owner of the record, A specific user or Round robin over Users in the rotation (up to 50, empty means every user with CRM access). Select Variables to insert values such as the person name, first name, company name, deal title, value and currency into texts. A webhook or message is sent at most once per person per rule per day. A rule can perform at most 500 actions per hour for your whole account.

Add from template offers four examples: Missed call: call back (marked Recommended), New lead: assign round robin and follow up, Deal stalled: remind the owner and Deal won: tell the team. A template opens a new rule that is prefilled and off, so you review it before it runs. Nothing is switched on for you. The missed call template creates a task Call back for the record owner, due in 1 hour, for inbound missed calls. A new account has no rules until you add them.

Open Settings > CRM > Automations, save the rule, choose a record in Test this rule and run the test. A match is a filter check, not a guarantee of execution. Delivery, permissions and limits are checked again when the rule runs.

Uses current record values. Actions and external delivery are not simulated. Nothing is changed.

Switch to Run log to see every time a rule fired: Rule, Record, State, Result and Started. Filter by rule or by state (Running, Done, Skipped, Failed, Partly done). Open a run to see the result of each action: Done, Failed, Held back or Nothing to do. Runs are skipped when a chain of automations gets longer than three steps or when the hourly limit of automatic actions is reached.

Rules run in the background after the event happens. QrX can switch the automation runner off for maintenance. While it is off no rule runs. When it starts again it does not replay old events: events older than one hour are ignored. Enabling a rule does not process earlier events.

Overdue tasks and people without recent activity are checked every 10 minutes while the automation runner is enabled. Choose 1 to 365 days for inactivity. Enabling or changing a rule starts a new observation period without processing historical overdue records. Each task due date or inactivity period runs once per rule version. Completed tasks are excluded. Preview checks the current time conditions without executing actions.

Custom fields for people, companies and deals are included on Starter and higher plans. Open Settings > CRM > Custom fields, choose People, Companies or Deals, and add a field. Edit the person, company or deal to enter its value. Use a URL field for a LinkedIn profile. If no fields exist, Manage custom fields opens the correct record type. Only users with CRM settings access can manage definitions. A loading error shows Retry; it does not mean that your fields were deleted.

Der Tab E-Mail-Ablage zeigt die Gemeinsame Ablageadresse Ihrer Organisation. Kopieren Sie sie oder erzeugen Sie bei Bedarf eine neue. Darunter legen Sie fest, wer über neue nicht zugeordnete E-Mails benachrichtigt wird, und in der Liste Ablage erforderlich ordnen Sie Weiterleitungen zu oder verwerfen sie. Personenspezifische Adressen stehen in jedem Personenprofil. Abgelegte E-Mails sind ein schreibgeschütztes Archiv in der Zeitleiste der Person, keine Unterhaltung im Nachrichtencenter.