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Automatic duplicate check when adding CRM elements | Uspacy Academy

1:54

How to use the schedule of availability when scheduling activities | Uspacy Academy

2:01

How to integrate WhatsApp with Workspace | Uspacy Academy

2:30

How to integrate Viber with Workspace | Uspacy Academy

1:49

Uspacy in the Final of Startup World Cup 2024: Ukraine

7:30

How to integrate Telegram with Workspace | Uspacy Academy

1:51

Creation of a Smart object custom entity in CRM Uspacy | Uspacy Academy

Smart objects are entities created by users with a customizable set of parameters. They can be used when the predefined, standard CRM entities don’t fully meet the needs and requirements of the business. This video will show you how to create your Smart object and configure its parameters.For more information on this topic, go to the following article in our Knowledge Base - ua.uspacy.support/en/articles/8472836

มุมมอง: 2

วีดีโอ

Automatic duplicate check when adding CRM elements | Uspacy Academy

1:54

Automatic duplicate check when adding CRM elements | Uspacy Academy

มุมมอง 919 ชั่วโมงที่ผ่านมา

In addition to merging existing duplicates, you can check for them when creating new CRM elements (leads, contacts, companies) in your database. An automatic built-in search feature will assist you with this. We'll show how it works in the video. For more information, go to this article in our Knowledge Base - ua.uspacy.support/en/articles/9352240

How to use the schedule of availability when scheduling activities | Uspacy Academy

2:01

How to use the schedule of availability when scheduling activities | Uspacy Academy

มุมมอง 1014 วันที่ผ่านมา

When scheduling activities, it's important to understand how much time you need and whether you have it on that particular day. If you need to involve colleagues, it would be useful to know their schedules as well. It's convenient to allocate time when scheduling an activity at the very start. That's why the Schedule option is available at Uspacy. In this video, we'll show you how to use it. Fo...

How to integrate WhatsApp with Workspace | Uspacy Academy

2:30

How to integrate WhatsApp with Workspace | Uspacy Academy

มุมมอง 1221 วันที่ผ่านมา

With the help of the External channels functionality, you can communicate with clients directly in your Uspacy while they message you on third-party services, such as WhatsApp. Just connect and configure the integration to make sure the messages are delivered to your Space. In this video, we’ll show how to do this. For more information on the topic, go to the following article in our Knowledge ...

How to integrate Viber with Workspace | Uspacy Academy

1:49

How to integrate Viber with Workspace | Uspacy Academy

มุมมอง 13หลายเดือนก่อน

With the help of the External channels functionality, you can communicate with clients directly in your Uspacy while they’re messaging you on third-party services, for example, on Viber. Just connect and configure the integration, to make sure the messages are delivered to your Space. In this video we’ll show how to do this. For more information on the topic, go to the following article in our ...

Uspacy in the Final of Startup World Cup 2024: Ukraine

7:30

Uspacy in the Final of Startup World Cup 2024: Ukraine

มุมมอง 40หลายเดือนก่อน

On September 4, Uspacy participated in the finals of the Startup World Cup 2024: Ukraine. This is a national selection among hundreds of Ukrainian startups, where the winner will compete for one million dollars on the main stage of the competition in San Francisco. Since the event was recorded, we have the opportunity to share the brilliant presentation by our co-founder and Chief Product Offic...

How to integrate Telegram with Workspace | Uspacy Academy

1:51

How to integrate Telegram with Workspace | Uspacy Academy

มุมมอง 39หลายเดือนก่อน

With the help of the External channels functionality, you can communicate with clients directly in your Uspacy while they’re messaging you on third-party services, such as Telegram. Connect and configure the integration to ensure the messages are delivered to your Space. In this video, we’ll show you how to do this. For more information on the topic, go to the following article in our Knowledge...

How to integrate an Instagram account with Workspace | Uspacy Academy

2:13

How to integrate an Instagram account with Workspace | Uspacy Academy

มุมมอง 26หลายเดือนก่อน

With the help of the external channels functionality, you can communicate with clients directly in your Uspacy while they’re messaging you on third-party services, such as Instagram. Connect and configure the integration to ensure the messages are delivered to your Space. In this video, we’ll show you how to do this. For more information on the topic, go to the following article in our Knowledg...

How to integrate the Facebook business page with Workspace | Uspacy Academy

2:20

How to integrate the Facebook business page with Workspace | Uspacy Academy

มุมมอง 552 หลายเดือนก่อน

With the help of the External channels functionality, you can communicate with clients directly in your Uspacy while they message you on third-party services, such as Facebook. Connect and configure the integration to ensure the messages are delivered to your Space. In this video, we’ll show how to do this. For more information on the topic, go to the following article in our Knowledge Base - u...

How to add a new product to the CRM catalog | Uspacy Academy

2:58

How to add a new product to the CRM catalog | Uspacy Academy

มุมมอง 312 หลายเดือนก่อน

Products are the goods and services your clients can buy or receive. That is something that will satisfy their needs. Products are also the subject of sales. It is impossible to make deals without these elements. So, in this video, we'll show you how to add products to your CRM catalog. For more information on the topic, go to this article in our Knowledge Base - ua.uspacy.support/en/articles/8...

How to accept task completion results at Uspacy | Uspacy Academy

1:36

How to accept task completion results at Uspacy | Uspacy Academy

มุมมอง 222 หลายเดือนก่อน

At Uspacy, the “Ready for review” status is provided for tasks. This helps the task creator simplify the process of verifying work results. In this video, we'll explain how to activate the control after completion option for a task and show how the task creator can accept the result or return it for further revision. For more details, go to the following article in our Knowledge Base - ua.uspac...

How to create a role and configure access rights | Uspacy Academy

2:01

How to create a role and configure access rights | Uspacy Academy

มุมมอง 183 หลายเดือนก่อน

A role is a set of particular possibilities that depend on access settings. It’s designed to simplify the management and control of users' actions in the Space. In this video, we'll show how to create a new role and configure the level of access rights to certain entities and tools. For more information on the topic, go to the following article in our Knowledge Base - ua.uspacy.support/en/artic...

1:19

Demo mode at Uspacy | Uspacy Academy

มุมมอง 453 หลายเดือนก่อน

Demo mode is an excellent opportunity to try all the features of Uspacy free. In this video, we will tell you how to get access to the commercial plan for 14 days and enjoy its possibilities to the fullest without restrictions. For more details on the topic, go to the following article in our Knowledge Base - ua.uspacy.support/en/articles/7890758

How to create a new group | Uspacy Academy

2:55

How to create a new group | Uspacy Academy

มุมมอง 73 หลายเดือนก่อน

In the Workspace, you can join users to groups - certain communities that have a common goal, idea and task. It is a tool for interaction with colleagues that helps organize work or unite people according to their interests. Therefore, in this video, we will consider what types of groups can be created at Uspacy and show in detail how to do it. For more information on the topic, go to the follo...

Merging duplicates in CRM | Uspacy Academy

2:00

Merging duplicates in CRM | Uspacy Academy

มุมมอง 173 หลายเดือนก่อน

One of the keys to effective work in CRM is a properly organized client and sales database. But duplicates can significantly influence it. In this video, we'll show you how to merge duplicates manually. It helps to sort data in your database and avoid unnecessary duplicates in further work. For more information on the topic, go to this article in our Knowledge Base - ua.uspacy.support/en/articl...