Widget NOVA
Tinting leads (color leads) in Kommo
This is a quick way to visually evaluate priority leads in the sales Pipeline. Combine different conditions and manage priorities in the work of sales managers. Track leads by key clients. An easy visual tool for the manager to control the leads of managers.
The widget also tints tasks
The widget also tints tasks
configuring the widget
After installing the widget, go to the "Tinting leads" tab in the Settings section
Tinting of leads can be done by priority, by date and by responsible person
Priority tinting - In the widget settings, you need to enable the Priority Tinting checkbox and select a field. This field must be of the "List" type and have one or more value options. In the Color field, select the tinting color, and in the Value field, specify the value of the list. To add a new value and color, click on +
Tinting by Date - If it is necessary for leads to be tinted by date (or a few hours before a certain time), for this it is necessary that the transaction has a field with the type "Date"/"Date and time". Next, fill in the widget settings fields "Color", "For how many hours" and "Date field". If the checkbox is enabled, do not touch up if the date has already arrived
Then, upon the occurrence of the date/date and time specified in the lead, the lead stops being tinted
Tinting by responsible person - If transactions need to be tinted by responsible persons, then you need to enable the Tinting by responsible checkbox, select the color and the responsible person
To add a new responsible person and the color of his lead, click on +
Tinting of leads can be done by priority, by date and by responsible person
Priority tinting - In the widget settings, you need to enable the Priority Tinting checkbox and select a field. This field must be of the "List" type and have one or more value options. In the Color field, select the tinting color, and in the Value field, specify the value of the list. To add a new value and color, click on +
Tinting by Date - If it is necessary for leads to be tinted by date (or a few hours before a certain time), for this it is necessary that the transaction has a field with the type "Date"/"Date and time". Next, fill in the widget settings fields "Color", "For how many hours" and "Date field". If the checkbox is enabled, do not touch up if the date has already arrived
Then, upon the occurrence of the date/date and time specified in the lead, the lead stops being tinted
Tinting by responsible person - If transactions need to be tinted by responsible persons, then you need to enable the Tinting by responsible checkbox, select the color and the responsible person
To add a new responsible person and the color of his lead, click on +
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Перезвоним в течение 15 минут
(с 10 до 19 по МСК)
(с 10 до 19 по МСК)
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