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CRM guides
Getting started
Where to start
4
Where to start
Find your way around
Lists and boards - search, filter, sort and bulk actions
Work in a record card
Your account
3
Sign in with your TicAte account
Your profile and password
Two-step sign-in
CRM
Leads
3
Leads overview
Add a lead
Convert a lead
Deals
4
Deals overview
Add a deal and link its contacts and company
Move a deal, win or lose it
Pipelines and stages
Contacts
1
Contacts overview
Companies
1
Companies overview
Products
2
Products & services overview
Add a product or service
Estimates & invoices
6
Estimates and invoices overview
Make and send an estimate
Invoice a customer and record a payment
Take payment online with a payment link
Choose how estimates and invoices look
Document templates and the Document button
Activities
2
Activities overview
Plan and log activities
Ledger
2
Ledger overview
Add your own entries to the ledger
Modules
Build a module
7
What a module is and when to use one
Create your own module
Add and arrange a module's fields
Set up a module's stages
Attach a module to other records
Decide who can see and change a module
Switch a module off or delete it
Work with module records
4
Work with a module's list and board
Add module records and work in the card
Automate a module
Sell from a module - products, estimates and invoices
Money modules
2
Money modules - money in and money out
Client payments that pay the deal's invoices
Communication
Contact center
2
Contact center overview
Connect channels and set up open channels
Webmail
2
Webmail overview
Add your mailbox
WhatsApp
1
WhatsApp in the CRM
Messenger
1
Messenger and team calls
Calls & phone lines
3
Calls and phone lines overview
Connect a phone line
Make and take calls
Automation
Automations
2
Automations overview
Create an automation
CRM forms
3
Create a CRM form
Choose what a form creates
Publish a form and see submissions
Lead sources
4
Lead sources overview
Connect Facebook and Instagram lead ads
Choose forms and match their questions
Bring in missed Facebook leads
Guardian
1
Guardian: reminders for neglected leads and deals
Marketing
1
Send a marketing campaign
Tasks & projects
Tasks
9
Tasks overview
Create and assign a task
Work on a task and finish it
Subtasks, checklists and dependencies
Check a task's result before it counts as done
Repeating tasks and templates
Track time on a task
"Task views: list, board, deadlines, calendar and timeline"
Approvals
Projects
3
Projects and their boards
Flows
Work reports
Calendar
2
Calendar and events
Booking pages
Drive
1
Drive and file storage
People
Profiles & org chart
3
Colleague profiles
The org chart, departments and heads
Set up your team's profiles
Transfer hub
1
Hand someone's work to a colleague
Reports
Dashboards
2
The dashboard
My dashboard
Analytics
2
Analytics overview
Ask AI for a report
Settings
Users & roles
2
Invite and manage your team
Roles and permissions
Fields & pipelines
2
Add custom fields and arrange the form
Set up pipelines and stages
Apps & integrations
3
Apps and integrations
Move your data from Bitrix24
Find new leads on Google Maps
Import & export
2
Import and export records
Restore deleted records from the recycle bin
Workspace settings
2
Workspace settings
Your company details, logo and brands
Tic Buddy (AI assistant)
2
Set up Tic Buddy
Ask Tic Buddy
Lead scoring & field codes
2
Lead scoring
Field codes, and using them in messages
API & webhooks
2
API keys and the API reference
Webhooks
CRM guides
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Tasks & projects
/
Drive
Drive
Files for the whole team.
Drive and file storage
Keep your own files and the company's in folders, rename and move them, find files attached to tasks, chats and records, and see how much storage is used.
Help
Contact support
Help
Contact support