Category: QCRM

For more integration with your server, you can use this Public API of Qiscus CRM at https://documenter.getpostman.com/view/26364296/2s9YXh423d

On the Admin Panel page, you can integrate QCRM with Google Sheet Synchronizer and Omnichannel Webhook. Google Sheet Synchronizer Integrating QCRM with Google Sheet Synchronizer can make it easier for you to synchronize their CRM data seamlessly with Google Sheets. You can export CRM data, such as leads, accounts, and opportunities, to a designated Google…

Tags are used as labels or identifiers which will make it easier for you to categorize and organize information on QCRM. Tags will appear on the Leads, Contacts, Accounts, Opportunities, and Campaigns menus. You can add new Tags via Admin Panel page or via QCRM directly. To create tags via the Admin Panel page, select…

When creating a new Opportunity or editing an existing Opportunity, you are required to fill in the stage of the Opportunity. Through the Admin panel page, you can set the stage of the opportunity, such as adding stages, deleting, renaming, or changing the order of existing stages. Although you can add or remove stages as…

You can create and tailor specific Fields according to your needs via the Custom Fields menu. For example, if you want to create custom fields to track specific customer preferences, additional contact details, or unique identifiers that are relevant to your business. By default, Custom Fields are displayed in groups. and here is a Custom…

On the Groups menu, you can easily edit existing groups or create new ones. This group menu functions to divide users into groups to make it easier for you to set permissions for who can view data on QCRM. Create A New Group You can follow these steps to create a new group: Edit and…

On the Admin Panel page, the Users menu contains a list of agents from Qiscus Omnichannel Chat. In this menu, you can search, edit, or delete users. Search Users You will see a search field on the left. Enter the name you want to search for. List users will automatically change. Edit User’s Group and…

The admin panel serves as the central hub for overseeing and managing different elements of the QCRM menu. Within the Admin Panel page, you have the capability to efficiently manage team members and configure what information will be displayed in QCRM, including Custom Fields and Tags. To access the Admin Panel, you need to login…

The Campaigns menu contains a list of all campaigns carried out by the company both online and offline with the aim of getting leads. In this menu, you can see in detail about when the campaign was carried out, the target, and also the status of the campaign. Adding Campaign There are two ways to…

The Tasks menu contains a list of tasks that need to be done to ensure that the opportunities you have continue to run. You can easily assign tasks to the sales team via the Tasks menu. Adding Task Each new task that is created is associated with a contact or account that is owned, for…