FAQ / Free Zadarma CRM
- What is it?
- What do you get?
- How to make calls?
- What if my provider blocks VoIP?
- I want my number to be shown as a CallerID
- Dialing format
- How to check the call quality?
- What is a SIP trunk? (authorization via IP)
- How to make outgoing calls to different countries using different phone numbers?
- Free video conferencing
- P-Asserted-Identity (outgoing calls from a chosen number for experienced users)
- Virtual phone number – what is it?
- What virtual number should I connect?
- What documents are required?
- When will my documents be verified?
- How to use one number for several employees?
- How to use a number without internet connection?
- How to identify what number received the call?
- How to connect a number for another provider?
- How to receive calls to your server?
- Why you need call tracking?
- What are numbers with extension dialing?
- How to receive SMS in messengers?
- How to make and transfer calls?
- What is Zadarma Phone System (cloud PBX) and how much does it cost?
- Business phone system setup in 5 minutes.
- How to activate and set up Zadarma cloud PBX?
- How to create and set up the extension numbers?
- How to use external lines in the cloud PBX?
- How to turn on the voice menu?
- DTMF (Dual-tone multi-frequency signaling)
- How to set up the incoming calls scenarios?
- Supervisor - call monitoring, barge-in and whispering
- Where can I find PBX statistics?
- How to record calls?
- How to activate a black list?
- Setting automatic number identification (CallerID) for outgoing Calls
- Call forwarding when the call recipient is offline
- How to receive a fax?
- Cloud PBX temporary switch off
- Conference calls
Free Zadarma CRM
- What is CRM?
- Terms of free CRM work
- How to connect CRM for free?
- How to connect employee to CRM?
- How to make and receive calls in CRM?
- Why CRM needs a calendar? What events can be added there?
- How to assign a task to an employee?
- How to schedule a client appointment (task) in a calendar?
- How to import contacts to CRM?
- What is a lead?
- How to create a new lead?
- How to route my clients calls directly to me?
- How to integrate CRM with other systems, apps and programs?
Android program Zadarma
- How to install the app? I have the previous version
- Accepting incoming calls on Xiaomi MIUI phones
- How to know if the app is online? Why I cannot see the app in the background, but the calls are still coming in?
- I have a number from a different operator. Can I use your app for a different VoIP service?
- Zadarma app on Meizu phones
How to create a new lead?
You can create new leads in several ways.
First of all, automatic lead generation is available during incoming calls from unknown numbers.
Secondly, you can create a lead manually. On the appropriate CRM page, you can see two tabs: my leads and raw.
Clicking a plus icon next to the search bar will let you add a new lead. The difference is that a lead created from My leads page will be automatically assigned to you, and the one from the raw tab will remain without a responsible employee.
You can also create a lead via open API CRM interface. For example, it is convenient to add leads from a website form via API. Here you can find an example of how to do it.