Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Manager

Found: 11 · reset

🕒2 min Analytics and Reports

Without clear goals it’s hard to tell whether the business is growing or merely staying afloat. This section lets you set target metrics that will be compared with actual results in the Summary report (Сводном отчёте) — so a manager always sees where the plan is being met and where action is required.

#Report #Manager #Metrics

🕒1 min Students

In the tab you can leave comments about the Student.

#Manager #Student #Employee

Working with Leads

🕒2 min Sales funnel

Working with Leads

After creation the lead appears in the “Kanban of Leads (Канбан лидов)” section at the selected stage. Further work is built around moving the card through stages and recording the manager’s actions.

#Status #Lead #Manager

🕒3 min Kanban Settings

This section defines how the Kanban will work: which stages are displayed, whether their order can be changed, how Leads are distributed among Employees and where the card goes after the deal is closed.

#Status #Lead #Manager

Telephony Settings

🕒2 min Kanban Settings

Telephony Settings

This section is used to connect SIP telephony and enable automatic handling of calls in the CRM. After setup, incoming calls can create Leads, and repeat contacts can be merged to avoid duplicates.

#Status #Lead #Manager

Lead card in Kanban

🕒2 min Sales funnel

Lead card in Kanban

The card shows the lead's full path within the center. It shows who is handling the client, what stage the deal is at, and which actions have already been completed. The change history allows you to reconstruct the entire workflow.

#Status #Lead #Manager

🕒1 min Sales funnel

Shows the customer's path from first contact to outcome: sale or rejection. Allows you to understand where Leads get stuck and how many deals are brought to completion.

#Status #Lead #Manager

Creating a New Lead

🕒1 min Sales funnel

Creating a New Lead

A new Lead is created directly from the “Kanban of Leads (Канбан лидов)”. In the desired column click “+ Add”, after which the “New Lead” window will open.

#Status #Lead #Manager

🕒3 min Analytics and Reports

The Managers (Менеджеры) section shows who is handling potential clients and deals: how many Leads come in, how many Contracts were closed, and how quickly managers respond. With this data it is easy to understand where things are going well and where you should help employees or adjust processes.

#Report #Manager #Metrics

🕒3 min Tasks

This section is intended for creating, assigning, and monitoring the completion of work tasks within the system.

#Status #Manager #Employee

🕒4 min Sales funnel

The section shows movement of Leads through stages of the Sales funnel. It helps you see the current status of each deal, control managers' work, and analyze conversion.

#Status #Lead #Manager