Site.pro
  • AI Website Builder
    • AI Website Builder
    • Prices
    • Website Import
    • Online Stores
    • Plugins
    • Collaboration
    • Templates
    • Languages
    • Affiliate Program
    • Examples
    • For Design Studios
    • Website Builder
    • For Domain Investors
    • We Build for You
  • Domains
  • Email
  • Learn
    • Tutorials
    • Blog
    • FAQ
    • Growth Hacking
    • For Hostings
    • Domainity
    • For Education
  • Accounting Software
    • Knowledge Base
    • Sole Proprietor
    • Accounting Software
    • Modules
    • Integrations, API
    • Prices
    • Business Types
    • Invoice Recognition
    • Training
    • Affiliate Partners
    • Accounting companies (360)
    • Software integrators (48)
    • Teaching Institutions (68)
    • Useful Links
  • For Resellers
    • Prices
    • White Label
    • Revenue Share
    • Panels
    • How it Works
    • Mass Import
    • Our Partners
    • Reselling Examples
    • Marketing Materials
    • Documentation
    • Free Websites
  • AI Website Builder
    • AI Website BuilderCreate your website easily and for free with AI. AI is creating website for you in seconds
    • PricesSite.pro Prices: Templates 200+, Websites, Basic Builder Functions, Online Stores.
    • Website ImportTransfer your existing website from anywhere to Site.pro website builder.
    • Online StoresSell your goods or services anywhere on the website.
    • PluginsMany functions and plugins depending on geographical preferences.
    • CollaborationCollaborative Website Builder, Create a website with teammates in real-time in one space.
    • Templates
    • Languages
    • Affiliate Program
    • Examples
    • For Design Studios
    • Website Builder
    • For Domain Investors
    • We Build for You
  • Domains
  • Email
  • Learn
    • TutorialsVideos for Beginners. Download video tutorials for free
    • BlogWebsite Builder Lifehacks: Shared Hosting tips from Hosting Market Leaders.
    • FAQUse this FAQ database to find information about working with Site.pro products quickly and easily.
    • Growth HackingBoost your sales. Strategy
    • For HostingsEducation. Generate more website builder sales.
    • DomainityDomainity: Domain quantity per 1000 people
    • For EducationFree Website Builder for Online and Offline Classrooms.
  • Accounting Software
    • Sole ProprietorAutomated invoicing, accounting of expenses and income, e-shop integrations.
    • Accounting SoftwareAccounting software designed for small and medium-sized companies
    • ModulesModules required for accounting of production, trade, service provision and other companies.
    • Integrations, APIPlugins for e-shops, synchronisation with trading portals, Integrations With Cash Registers and POS Systems, Other Integrations.
    • PricesSite.pro accounting software 30 days for free. Comparison of plans, import from other programs.
    • Knowledge Base
    • Business Types
    • Invoice Recognition
    • Training
    • Affiliate Partners
    • Accounting companies (360)
    • Software integrators (48)
    • Teaching Institutions (68)
    • Useful Links
  • For ResellersWhite Label
    • PricesStart reselling. Pay for live websites. Free Websites.
    • White LabelThe most popular white label tool is ideal for reselling
    • Revenue ShareWebsite Builder: Provide free website builder and earn 50% commissions.
    • PanelsOne product for all platforms. Download plugin for your panel.
    • How it WorksCloud or On-Premises. Recommendations for Builder Server.
    • Marketing MaterialsVideo. Mockups. Website Blocks. Marketing Materials.
    • Mass Import
    • Our Partners
    • Reselling Examples
    • Documentation
    • Free Websites
  • Register
    By registering, you accept our Terms of Service
  • Log in

    Log in

    New user? Create account
    Forgot password?
  • $
  • English
  • Dashboard (company) (17)
  • Warehouse (108)
    • Sales (41)
    • Simplified invoicing (5)
    • Client prices (1)
    • Automatic invoicing (1)
    • Purchases (26)
    • Sales return (6)
    • Item movement (1)
    • Consignment balance (1)
    • Revalue (1)
    • Internal movement confirmation (1)
    • E-commerce (17)
    • Cash register sales (5)
  • General ledger (33)
    • General register (16)
    • Closing of the month (1)
    • Doc. settlement (2)
    • Period closure (1)
    • Currency exchange rate range (2)
    • Financial accountability articles (2)
    • Cost centers (3)
      • Cost centers (2)
      • Cost centers groups (1)
    • Chart of accounts (5)
  • Bank (39)
    • Bank (19)
    • Bank link with cor. account (2)
    • Import statements (13)
    • SEPA payments (4)
  • Cashier (4)
    • Cashier (2)
    • Money receiving receipts (1)
    • Registers (1)
  • Reports (41)
    • Inventory report (8)
    • Reports for LLC (3)
    • VAT reports (1)
    • General ledger reports (11)
    • Ind. activity report (5)
    • Sales-purchases (4)
    • Debt management (4)
    • Balances / PLN (2)
    • Other reports (3)
  • Personnel (23)
    • Employees (15)
    • Requests (1)
    • CV (1)
    • Registers (6)
      • Job positions (1)
      • Tax exempt income (2)
      • Request types (2)
  • Registers (28)
    • Item cards (7)
      • Items (5)
    • Warehouse (10)
      • Warehouses (2)
      • Operation types (5)
    • Intrastat (6)
    • Locations (1)
    • Banks (1)
    • Currencies (2)
    • Currency exchange rates (1)
  • Production (5)
    • Technological cards (1)
    • Production from technological cards (2)
    • Bundle / debundle (2)
  • Assets (15)
    • Long-term assets (13)
      • Long-term assets (5)
      • LTA depreciation (1)
      • LTA inventory (1)
    • Low value assets (1)
    • General report (1)
  • Documents (32)
    • Orders (15)
      • Orders (8)
      • Order attributes (5)
      • Daily allowance (2)
    • Insurance (1)
    • Agreements (1)
    • Emails registry (2)
    • Outgoing mail register (1)
    • Incoming / Outgoing document register (1)
    • Annual leave (7)
      • Accumulated holiday days (2)
      • Vacation balances (3)
    • Incapacity certificate (2)
    • Internal documents (2)
  • Salary (48)
    • Payroll (22)
    • Timesheets (6)
    • Work schedule (1)
    • Wage prints (11)
    • Registers (5)
      • Wage codes (Registers) (2)
  • Declaration (42)
    • Generate declarations (15)
    • Declaration attributes (1)
    • i.VAZ (14)
      • Clients (11)
    • i.SAF (4)
    • SAF-T (1)
    • GPAIS (6)
  • Settings (204)
    • Settings (38)
      • System and logos (6)
      • Sales (4)
      • Stock-taking (1)
      • Accounting (7)
      • Declarations (1)
      • Data exchange (2)
      • Users / employees (1)
      • Recognition of accounts (1)
      • Additional employee attributes (1)
      • Additional item attributes (1)
      • Additional sale attributes (1)
      • Approval of documents (1)
      • Self-employed (4)
      • Sending invoices by email (1)
    • Integrations (156)
      • API (23)
        • API (14)
        • API #2 (5)
      • Plugins for E-shops (20)
        • WooCommerce (5)
        • PrestaShop (5)
        • Opencart (5)
        • Adobe Commerce (Magento) (5)
      • Trading Portals (55)
        • eBay (8)
        • Amazon (9)
        • Shopify (12)
        • Etsy (9)
        • Site.pro (6)
        • Varle.lt (2)
        • Verskis (5)
        • Pigu.lt (4)
      • Cash registers (21)
        • Raso cash registers (12)
        • Cash registers (6)
        • R-Keeper (1)
        • nSoft (1)
        • Paysera POS (1)
      • Paysera (2)
      • Automatic import of bank statements (via Neopay) (4)
      • Data exchange with Creditonline.eu (2)
      • MIP (5)
    • Data import (10)
  • Account (116)
    • Dashboard (19)
    • Companies and users (25)
    • Employee account (13)
      • Payroll (1)
      • Requests (1)
      • Schedule (1)
      • Information (1)
      • File upload (8)
    • My data (22)
    • Affiliate program (4)
    • Invites (2)
    • Reminders (2)
    • Support (7)
    • Statistics (4)
    • Other information (13)
  • Encyclopedia (15)
Category
  • Dashboard (company) (17)
  • Warehouse (108)
  •     Sales (41)
  •     Simplified invoicing (5)
  •     Client prices
  •     Automatic invoicing
  •     Purchases (26)
  •     Sales return (6)
  •     Item movement
  •     Consignment balance
  •     Revalue
  •     Internal movement confirmation
  •     E-commerce (17)
  •     Cash register sales (5)
  • General ledger (33)
  •     General register (16)
  •     Closing of the month
  •     Doc. settlement (2)
  •     Period closure
  •     Currency exchange rate range (2)
  •     Financial accountability articles (2)
  •         Financial accountability articles
  •     Cost centers (3)
  •         Cost centers (2)
  •         Cost centers groups
  •     Chart of accounts (5)
  • Bank (39)
  •     Bank (19)
  •     Bank link with cor. account (2)
  •     Import statements (13)
  •     SEPA payments (4)
  • Cashier (4)
  •     Cashier (2)
  •     Money receiving receipts
  •     Registers
  •         Responsible persons
  • Reports (41)
  •     Inventory report (8)
  •     Reports for LLC (3)
  •     VAT reports
  •     General ledger reports (11)
  •     Ind. activity report (5)
  •     Sales-purchases (4)
  •     Debt management (4)
  •     Balances / PLN (2)
  •     Other reports (3)
  • Personnel (23)
  •     Employees (15)
  •     Requests
  •     CV
  •     Registers (6)
  •         Job positions
  •         Tax exempt income (2)
  •         Request types (2)
  • Registers (28)
  •     Item cards (7)
  •         Items (5)
  •     Warehouse (10)
  •         Warehouses (2)
  •         Operation types (5)
  •     Intrastat (6)
  •     Locations
  •     Banks
  •     Currencies (2)
  •     Currency exchange rates
  • Production (5)
  •     Technological cards
  •     Production from technological cards (2)
  •     Bundle / debundle (2)
  • Assets (15)
  •     Long-term assets (13)
  •         Long-term assets (5)
  •         LTA depreciation
  •         LTA inventory
  •     Low value assets
  •     General report
  • Documents (32)
  •     Orders (15)
  •         Orders (8)
  •         Order attributes (5)
  •         Daily allowance (2)
  •     Insurance
  •         Insurance register
  •     Agreements
  •         Agreements
  •     Emails registry (2)
  •     Outgoing mail register
  •     Incoming / Outgoing document register
  •     Annual leave (7)
  •         Accumulated holiday days (2)
  •         Vacation balances (3)
  •     Incapacity certificate (2)
  •     Internal documents (2)
  • Salary (48)
  •     Payroll (22)
  •     Timesheets (6)
  •     Work schedule
  •     Wage prints (11)
  •     Registers (5)
  •         Wage codes (Registers) (2)
  • Declaration (42)
  •     Generate declarations (15)
  •     Declaration attributes
  •     i.VAZ (14)
  •         Clients (11)
  •     i.SAF (4)
  •     SAF-T
  •     GPAIS (6)
  • Settings (204)
  •     Settings (38)
  •         System and logos (6)
  •         Sales (4)
  •         Stock-taking
  •         Accounting (7)
  •         Declarations
  •         Data exchange (2)
  •         Users / employees
  •         Recognition of accounts
  •         Additional employee attributes
  •         Additional item attributes
  •         Additional sale attributes
  •         Approval of documents
  •         Self-employed (4)
  •         Sending invoices by email
  •     Integrations (156)
  •         API (23)
  •             API (14)
  •             API #2 (5)
  •         Plugins for E-shops (20)
  •             WooCommerce (5)
  •             PrestaShop (5)
  •             Opencart (5)
  •             Adobe Commerce (Magento) (5)
  •         Trading Portals (55)
  •             eBay (8)
  •             Amazon (9)
  •             Shopify (12)
  •             Etsy (9)
  •             Site.pro (6)
  •             Varle.lt (2)
  •             Verskis (5)
  •             Pigu.lt (4)
  •         Cash registers (21)
  •             Raso cash registers (12)
  •             Cash registers (6)
  •             R-Keeper
  •             nSoft
  •             Paysera POS
  •         Paysera (2)
  •         Automatic import of bank statements (via Neopay) (4)
  •         Data exchange with Creditonline.eu (2)
  •         MIP (5)
  •     Data import (10)
  • Account (116)
  •     Dashboard (19)
  •     Companies and users (25)
  •     Employee account (13)
  •         Payroll
  •         Requests
  •         Schedule
  •         Information
  •         File upload (8)
  •     My data (22)
  •     Affiliate program (4)
  •     Invites (2)
  •     Reminders (2)
  •     Support (7)
  •     Statistics (4)
  •     Other information (13)
  • Encyclopedia (15)
  • Search

    Where to fill in additional customer information (CRM)?
    FAQ
    ›
    Clients
    Where to fill in additional customer information (CRM)?

    Where to fill in additional customer information (CRM)?

    Customers and Suppliers
    When you open the customer card, locate the following tabs:

    • "Posted Invoices" – allows you to see all sales invoices issued to this customer;
    • "CRM" – used to fill in relevant information about the customer, e.g., which employee is responsible for communication, etc.;
    • "Requests" – used to fill in other relevant information.

    People also found this article using these queries:

    • kur rasti crm b1
    • kur užpildyti kliento papildomą informaciją (crm)
    • klientai klientai atidarius reikiamo kiento kortelę surasti skirtuką : išrašytos sąskaitos galima matyti visas išrašytas pardavimo sąskaitas šiam klientui crm galima pildyti aktualią informaciją apie klientą, pvz. kuris darbuotojas atsakingas už ryšių palaikymą ir kt. užklausos pildoma kita aktuali informacija..
    • where to fill in additional customer information (crm)
    • customers and suppliers when you open the customer card, locate the following tabs: posted invoices allows you to see all sales invoices issued to this customer crm used to fill in relevant information about the customer, e.g., which employee is responsible for communication, etc. requests used to fill in other relevant information..
    • где заполнить дополнительную информацию о клиенте (crm)
    • модуль клиенты открыв карточку нужного клиента, найдите вкладку: выставленные счета-фактуры можно просматривать все выставленные счета на продажу для этого клиента crm можно заполнять актуальную информацию о клиенте, например, какой сотрудник отвечает за поддержание связи и т.д. запросы заполняется другая актуальная информация..
    • kur galima įvesti kliento papildomus duomenis (crm)
    • kur įrašyti kliento papildomą informaciją (crm)
    • kur įvesti kliento papildomą informaciją (crm)
    • kur galiu užpildyti kliento papildomą informaciją (crm)
    • kur turėčiau užpildyti kliento papildomą informaciją (crm)
    • ar yra skambučių crm
    • ar b1 turi crm sistemą
    • kur yra crm modulis
    • kaip įvesti crm informaciją
    • kaip įvesti kontaktinius asmenis pas klientą
    • kur įvesti tiekėjo kontaktinius asmenis
    • kur įvesti kliento kontaktinius asmenis
    © Site.pro 2011. Website Builder. United States.
    Contact SalesTerms of ServicePrivacy Policy