KWIGA help center CRM Working with contacts (clients)

Working with contacts (clients)

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.

Login Log

What information you can see in the login log and how to work with the applied restrictions.

How to change the payment schedule for a student

Learn how to modify the payment schedule for an individual student if there was a partial payment or a payment plan was used.

How to mark a partial payment as paid

How to record a payment in the CRM if the client made the payment outside the platform.

How to mark a subscription as paid (via the platform)

How to record a subscription payment in the CRM if the client made the payment outside the platform (for cases without automatic billing).

How to Filter Contacts Who Filled Out the Form but Didn’t Pay

Collect contacts easily on the Kwiga platform using a widget or mini-landing page, with automatic redirection to the payment page after form submission.

How to Email a Participant

Learn how to quickly and conveniently send emails to course participants using various features of the Kwiga platform.

How to Collect Additional Information During Registration or Purchase on the Platform

Learn how to add custom fields to the registration form or widget to understand your clients better and store critical data in the CRM.