Abra una persona en CRM > Personas. El expediente izquierdo contiene la foto con carga y eliminación, los contactos con copia y llamada, el responsable, origen, país, fecha de creación, última actividad y etiquetas. Despliegue Secuencias y consentimiento, Comprador vinculado, Pedidos o Campos personalizados para usar sus funciones. La puntuación y su explicación siguen disponibles si están activadas. En pantallas estrechas, el expediente aparece arriba.

Actividad muestra el historial y el editor de notas; Oportunidades, Tareas y Reuniones, las listas completas con sus acciones de creación; Detalles, los datos y Editar. Las pestañas indican cuántas oportunidades abiertas, tareas abiertas y reuniones próximas tiene esta persona; el número de Tareas se pone rojo cuando algo está vencido. Filtre por Todo, Notas, Mensajes o Llamadas y busque en la actividad cargada; si no hay coincidencias, se carga más. Todo incluye pedidos, devoluciones, importaciones, fusiones y cambios del sistema. Las notas conservan formato, menciones, edición, eliminación y adjuntos en notas guardadas.

Mensaje, llamada si está disponible, Registrar conversación y Editar permanecen arriba. Más contiene exportar datos, fusionar duplicados, eliminar y borrar datos personales. Se mantienen permisos y confirmaciones. El borrador de nota se conserva al cambiar de pestaña.

In the tags card, click the round + button to add a tag: pick one from the list or type a new name to create it. Click the x on a tag to remove it. Changes are saved at once. In the list, the pencil renames a tag and the bin deletes it.

La columna Trabajo abierto permanece junto a cada pestaña, incluida Actividad, para que siempre vea lo que está abierto para esta persona: oportunidades abiertas, tareas abiertas (primero las vencidas, con una casilla para completarlas) y reuniones próximas. Cada sección muestra su número, los siguientes elementos, un botón + para añadir uno y una flecha que abre la pestaña completa. En pantallas estrechas la columna aparece sobre las pestañas. Haga clic en una tarea o reunión para abrirla, o en una oportunidad para ir a ella. Al cambiar de pestaña, la lista que abre siempre se vuelve a cargar. Los filtros de actividad también incluyen Correos, Tareas, Reuniones y Oportunidades. Una tarea o reunión nueva aparece como evento en el historial.

The timeline lists notes, orders (with reference, status and amount), conversations, calls, deal stage changes, merges and file imports. A conversation row opens the conversation in the Message Centre. If you have no Message Centre access, the row only says Conversation. To write a note, type under Add a note and click Add note. On the Calls filter the composer becomes Log a call: set the Date and Time (your time zone), write what was discussed, optionally mention teammates, then click Log call. The call appears on the timeline at that time. You can also use Log conversation in the header for the same timed call, meeting or conversation flow.

When the person is one of your shoppers, Linked shopper shows whether the email and phone are verified, the SMS consent (Allowed or Opted out), the WhatsApp consent (Opted in, Opted out or No answer yet), the language and when the shopper was last used. Orders shows Lifetime orders, Last 90 days, Open, Cancelled, First order, Last order and Last paid. Orders and consent come from the shopper record and cannot be edited here.

When lead scoring is on, a number appears next to the name and in the Lead score card. Click Why this score to see the rules that apply, their points and the recent changes. Lead scoring is part of the Business plan and higher, and you switch it on under Settings > CRM > Lead scoring.

CRM viewing and export permissions are required. It includes the profile, CRM notes, permitted tasks, deals, call metadata and current linked shopper consent flags. Sections can be omitted because of permissions or plan access; the file states its scope. Message bodies, recording files, raw source payloads and deleted records are excluded. This is not a complete cross-system personal-data request.

Click Merge duplicates. The panel lists Possible duplicates; tick the people to merge into this one, up to 5 at a time, or use Find another person to search by name, email or phone. Under Which record stays? choose the survivor. Under Which values do you keep? pick a value for each field where the records differ. The panel also shows What moves: email addresses, phone numbers, tags, notes, orders and conversations. Click Merge N records and confirm. This cannot be undone. The old record's link opens the surviving person. Merging is included from the Starter plan.

Custom fields for people and companies are included on Starter and higher plans. Open Settings > CRM > Custom fields, choose People or Companies, and add a field. Edit the person or company 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.

Use the note editor on a person, company or deal to add bold, italic, underlined or struck-out text, lists, quotes, links, tables and inline images. Paste or insert an image, then click it to resize. Editing an existing note preserves these formats. Empty notes cannot be saved. Notes with images can be larger (up to about 500,000 characters of HTML). You can still attach a private file to a saved note (see Private note files).

Select up to 20 teammates below a note. Only teammates with access to the record can be selected. Each new recipient gets a private notification linking to the record, without note content. Editing preserves mentions; removing a mention or deleting the note removes its notification. Concurrent edits require reloading the note.

Use Attach file below a saved note. JPEG, PNG and plain text files up to 1 MB are supported, with at most 10 active files per note. Files stay unavailable (Security scan pending) until the security scan accepts them. A rejected file shows File rejected and cannot be downloaded. Record access is checked on every download; changing files requires edit permission and note ownership or delete permission. Removing a note erases its files. If Attach file does not appear, note files are not available for your account; contact support.

In the Profile card, or at the top of Edit person, use Upload photo to choose a JPG, PNG or WebP image up to 5 MB and 4096 pixels per side. QrX saves only a private thumbnail, up to 512 pixels. CRM edit permission is required to upload or remove a photo (Remove photo). Photo changes save immediately and keep other unsaved field edits. The People list shows the thumbnail beside the name; hover over it, focus it with the keyboard or tap it to see a larger photo. If another user changes the record, reload before trying again. Merging transfers a missing photo to the surviving person and scrubs the source. Erasing the person removes the photo.

Click Message on a person (or on a company, or select people for outreach). The composer sends an email and creates a conversation in the Message Centre. Choose the sender under From; the recipient is the person's primary email address under To. Enter a Subject (200 characters at most) and a Message (plain text, 20,000 characters at most).

Use Insert a variable in the editor toolbar to search CRM variables (Full name, First name, Last name, Email, Company name, Deal title, Deal value, Deal currency, Owner name) and insert one at the cursor. Insert a template opens the same searchable picker as the Message Centre, with previews and language selection. You can also type / in the subject or message to find a template. Subject templates replace the subject; message templates insert at the cursor. Only the CRM variables are filled in; Message Centre template variables are not. Click Send. A message appears with Open conversation.

Message is greyed out without an email address or when your role lacks a permission: Edit CRM records plus the Message Centre settings View Message centre, Create conversations, Reply to conversations, Manage conversation participants and Email external people in conversations. Hover over the button to see which is missing. One-to-one Message from a person is blocked only when the address is suppressed, unsubscribed or bounced. Bulk outreach and sequences still require marketing consent to be subscribed; unknown consent is never treated as subscribed for those sends.

The Sequences & consent card shows marketing email consent for the primary address and any sequence enrollments. With Edit CRM records you can Mark subscribed or Mark unsubscribed for that address (bounced addresses stay read-only). With enrol permission you can enrol the person in an active sequence, continue a paused send step, or stop an enrollment.

Delete removes the person from your people. Orders and conversations stay where they are. Erase personal data permanently removes name, email addresses, phone numbers, notes and custom fields; type the person's name to confirm. Switch on Also block this person from being added again when the person objected to being stored: their email address and phone number are then refused in future. Erasing cannot be undone.

The Meetings block lists upcoming meetings linked to this record. Add meeting opens the meeting sheet with the record already filled in. Click a row to open or edit the meeting.

Para registrar una llamada anterior, abre Registrar conversación, elige Llamada e introduce la fecha y hora en la zona horaria indicada. También puedes registrar conversaciones y reuniones. Añade notas, menciones opcionales y una tarea o reunión de seguimiento y guarda. La actividad usa la hora elegida; se rechazan horas futuras o no válidas. La llamada manual aparece en Actividad y el filtro de llamadas de la persona, conserva la edición de notas y los archivos adjuntos y no marca números ni crea grabaciones.

Puedes añadir una foto al crear una persona, antes del primer Guardar. Elige Subir foto, arrastra la imagen para seleccionar la zona, ajusta el zoom con el control o dos dedos y gírala si hace falta. Guardar foto aplica el recorte y muestra una vista previa; Cancelar conserva la foto anterior. Para una persona nueva, la foto se sube al guardar la persona. Para una persona existente, confirmar el recorte guarda la foto inmediatamente. Si la carga falla tras crearla, el borrador se conserva y reintentar actualiza la misma persona sin duplicarla. Se admiten JPG, PNG y WebP, hasta 5 MB y 4096 píxeles por lado; la miniatura privada es de 512 píxeles.

The Email filing address card shows a unique address on crm.qr-x.me. Forward or BCC mail there to attach it to this person. Filed mail appears on the Activity timeline as Filed email; open a row to read the body and download scanned attachments. There is no Reply. Shared organisation filing and the Needs filing queue live under Settings > CRM > Email filing.

Con Gestionar la visibilidad CRM verá la tarjeta Visibilidad. Elija Acceso: Heredar de la empresa, Abierto (excepción) o Restringido, y asigne equipos de visibilidad. Una empresa restringida sin acceso omite el nombre de la empresa en esta persona, aunque la persona sea visible.

Abre un correo archivado para leer texto con formato, tablas, listas y enlaces en el panel lateral. Despliega Detalles de entrega para ver De, Para, Cc y la fecha. Las imágenes externas permanecen ocultas hasta que elijas mostrarlas. El correo nuevo aceptado aparece automáticamente en la cronología abierta; el borrador de tu nota se conserva.

La pestaña Presupuestos lista cada presupuesto dirigido a esta persona con su estado, total y validez. Haga clic en Nuevo presupuesto para iniciar uno, abra o edite un borrador, descargue su PDF o envíelo. En el menú ..., Nuevo presupuesto hace lo mismo y Mensaje inicia una conversación en el Centro de mensajes. La pestaña solo aparece para quienes pueden ver presupuestos.