KWIGA help center CRM

CRM

Import customer base

Let's talk about all the subtleties and possibilities of Kwiga for transferring the existing database of contacts.

Bulk actions in the database

How to quickly make changes to a contact group, add new information, tags, give access to a product.

Adding Custom Fields in CRM

Learn how to add fields for contacts to store important customer information and customize crm for your needs.

Kwiga CRM basic version

Description of the features of the basic version of Kwiga CRM.

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General Information about Orders

Learn what an order looks like in the CRM, what it contains, and how to view it.

General View of the Orders Section

Learn what the Orders section in the CRM looks like, what view formats are available, and how to use them for navigating and analyzing applications conveniently.

Funnels: Use Cases and Creating Custom Funnels

This article explores how funnels work on the Kwiga platform, what they are for, how to create your own, and how to configure order statuses.

How to Create and Edit an Order

Learn how to create a new order from scratch and edit an existing one — to configure product access, add a payment, or account for individual terms for a participant.

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