SalesTown Support
Go to SalesTown
  1. Home
  2. Integration
Integration

Integration

Connecting your SalesTown account with your favorite Lead Source
How to connect Gmail account with SMTP/IMAP in SalesTown? Connecting your Gmail account to SalesTown using SMTP/IMAP allows seamless integration for sending and receiving emails directly through the platform....
Getting Started
Getting Started
  • How to manage User Permission?
  • How to Edit and Delete a Person in Contact?
  • How to edit and Delete Organizations in Contact ?
  • How to add a Contact ?
  • How to Edit, Delete and duplicate a Pipeline and its Pipestages?
  • How to add Pipeline and Pipestages?
  • How to add Single and Multiple Users?
  • How to Login to SalesTown CRM?
  • How to create an account in SalesTown CRM ?
Leads
Leads
  • How to add a follower to a lead?
  • How to change the owner of a lead or Assign Leads to a User ?
  • How to Mark a Lead as Won or Lost?
  • How to manage the Lead Tags?
  • How to move Leads from one pipeline to another?
  • How to Duplicate a lead?
  • How to change the stage of a Lead ?
  • How to Edit or Delete a Lead in SalesTown CRM?
  • How to add a Lead via Organization and Person ?
  • How to add a Lead?
Activity
Activity
  • How to Add activity on Seeding (Prospect) and Farming?
  • How to check the activity from the Calendar?
  • How to mark an activity done?
  • How to Check overdue activities with other filters?
  • How to add an activity against a Person?
  • How to add an activity against a Organization?
  • How to add an activity against a lead?
Integration
Integration
  • How to connect Gmail account with SMTP/IMAP in SalesTown?
Automation
Automation
  • How to manage Rule for Seeding Notification in SalesTown CRM?
  • How to manage Rule for Pipestage Change Notification in SalesTown CRM?
  • How to add Lead Stage change automation in SalesTown CRM?
  • How to Automatically Add a Lead Follower on Stage Change in SalesTown CRM?
  • How Conditional Stage change works in SalesTown CRM?
  • How to auto schedule an activity in SalesTown CRM?
Reports & Analytics
Reports & Analytics
Email- Marketing
Email- Marketing
WhatsApp- Marketing
WhatsApp- Marketing
Other
Other
  • How to Add a Channel Partner to a Lead in SalesTown CRM?
  • How to Add, Edit or Delete a Channel Partner in SalesTown CRM?
  • How to Add Product to a lead in SalesTown CRM?
  • How to Add, Edit, and Delete a Product in SalesTown CRM ?
  • How to Convert a Prospect into a Lead in SalesTown CRM?
  • How to Add, Edit, and Delete a Prospect (Seeding) in SalesTown CRM?
  • How to Export the Contacts with Activities in SalesTown CRM ?
  • How to Export the Farming in SalesTown CRM?
  • How to Import the Product in SalesTown CRM?
  • How to Import and Export the Seeding in SalesTown CRM?
  • How to Import and Export the Contact in SalesTown CRM?
  • How to Import and Export Leads  in SalesTown CRM?
  • Walkthrough of Company Setting in SalesTown CRM
  • How IP lock and auto logout Work in SalesTown CRM?
  • How to Mark Fields mandatory?
  • How to manage Lead Won Checklist?
  • How to Customize Terminology on Workboard?
  • How to Customize Lost reasons?
  • How to Customize lead View in a Workboard?
  • How to Customize Activity Purpose?
  • How to add Customize Fields?
© 2024 | Ayka Tech And Systems Pvt Ltd.| All Rights Reserved.. Powered by ThriveDesk