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Consulting

digital transformation, schweiz, CRM, BeratungCRMConsulting

Automation rules in CRM

Automation rules are tools that simplify customer interactions and help automate routine tasks. When a CRM item reaches a certain stage, automation rules can send emails and SMS messages, generate…
BIXIE Agency
March 17, 2025
CRMConsulting

How to import related items into CRM

You will learn how to import linked contacts and companies, contacts and deals from this article. Link a contact and a company when importing First, import the companies. Go to the CRM section - Customers - Companies. Click…
BIXIE Agency
March 17, 2025
ConsultingCRM

FAQ: Webmail

You can write emails, read, bind to tasks, and save them to CRM. Create a chat with colleagues or an event in the calendar based on the email. This article…
BIXIE Agency
March 5, 2025