Frequently asked questions

shape
Leads
How to create a lead?Data exportHow to delete a lead?How to edit lead information?How to change lead's responsible person?What is lead conversion?
Sales management
How to create new deal?Events managementHow to delete a deal?Sales pipeline stages settingsEditing sales pipelineCreating sales pipelineAdding products to a dealProducts managementCreating sales through a cartSales stagnation settings
Companies and Contacts
Deleting company / contactData importCreating new company / contactDeletion of company / contact
Data import and export
How to import data?How to prepare data for import?
Features
Integration with your systemCustom fieldsWEB formGoogle Calendar integrationEmail statusConnecting IMAP/SMTPOffice 365 calendar integrationGMail integrationOffice 365 email integrationError: Office 365: Admin Approval NeededMailerLite integrationHow to add email signature
Users management
How to delete user?How to change your password?My profileAdding new userHow to disable ability to change responsible person?
Security
Duomenų saugumas ir kopijosTwo-factor authorization (2FA)
INVOICES AND PAYMENT
Payment importHow to create an invoice
Documents
Document categoriesDocument templatesDocument numbering and seriesFiltering documents by selected time period
Other
Restrictions on uploading filesData filtersChanging organization detailsMarketing listsQR code

Office 365 email integration

To connect your existing Office 365 account with Spin CRM you must complete the following steps:

1.In top menu, choose Email;
2.Click Settings;

3.In settings window, on the left side, click Add new email;
4.In newly opened window enter email Name, choose that it will be Office 365 type email, and click Save;

5.Login to your Office 365 email account;
6.Choose folders from your email to match Spin CRM email folders;
7.Choose how many recent emails to synchronize;
8.Click Start email sync;