Close Help Center Documents Projects CRM People Community Calendar Mail Talk Settings Glossary FAQ General Technology Pricing Enterprise Edition Integration Edition Developer Edition Community Server CRM Watch video Your perfect day with ONLYOFFICE CRM Manage your customer relations with the online office Overview CRM Contacts Adding contacts How to add contacts to CRM in bulk? How to keep your contacts up-to-date? How to export your CRM customer database and edit it using Spreadsheet Editor? Group operations with contacts Getting rid of duplicate contacts Tasks Assigning tasks Opportunities Managing opportunities How to track your potential sales? How to link an opportunity with a project? Cases Organizing cases How to organize and track a common event? Invoices Making invoices How to create invoices for your clients? Calls Using VoIP How to call your customers directly from your CRM? CRM administrator actions Admin Admin Exporting all CRM data Changing CRM Module settings: Admin Adding user fields Admin Setting opportunity stages Admin Adjusting temperature levels Admin Adjusting contact types Admin Specifying tasks categories Admin Creating a new category of history events Admin Using tags within the CRM module Admin Adding invoice items and taxes Admin Setting up the default currency and exchange rates Admin Creating a website contact form Admin How to organize mass mailing?