# CRM - [CRM - Initial Settings](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings.md) - [CRM - How to configure](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-how-to-configure.md) - [Permissions in the CRM funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/permissions-in-the-crm-funnel.md) - [CRM - Maximum Time (Alert Color)](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-maximum-time-alert-color.md) - [CRM - Importing Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-importing-opportunities.md) - [CRM - Importing Opportunities with Defined Win Dates](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-importing-opportunities/crm-importing-opportunities-with-defined-win-dates.md) - [CRM - Customizing the Reason for Opportunity Win or Loss](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-customizing-the-reason-for-opportunity-win-or-loss.md) - [CRM - Dashboard and Reports](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-dashboard-and-reports.md) - [CRM - Opportunity Fields](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields.md) - [CRM - Custom Fields in the Funnel Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-custom-fields-in-the-funnel-opportunity.md): Customize the fields according to your company's strategy. In SprintHub, we provide the flexibility to create fields that precisely meet your needs. - [CRM - Change the CARDS Layout](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-change-the-cards-layout.md) - [CRM - How to add contact fields in the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-how-to-add-contact-fields-in-the-opportunity.md) - [CRM - Add the Lead Tag in the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-add-the-lead-tag-in-the-opportunity.md) - [CRM - Add Company fields in the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-add-company-fields-in-the-opportunity.md) - [Campaign Planner](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/campaign-planner.md) - [CRM - How to Block Stage Changes Based on Lead Status](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-how-to-block-stage-changes-based-on-lead-status.md) - [CRM – How to Block Stage Changes Based on Company Fields](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-how-to-block-stage-changes-based-on-company-fields.md) - [CRM - Tutorial Videos](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos.md) - [CRM - (Stars) Automating Scoring](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-stars-automating-scoring.md) - [CRM: Learn How to Edit and Add Stages in the Sales Funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-learn-how-to-edit-and-add-stages-in-the-sales-funnel.md) - [CRM - Triggering Flows on Lost Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-triggering-flows-on-lost-opportunities.md) - [CRM - Updating Lead Fields with a Custom Object](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-updating-lead-fields-with-a-custom-object.md) - [Creating an Opportunity via Chatbot with a Custom Field in CRM](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/creating-an-opportunity-via-chatbot-with-a-custom-field-in-crm.md) - [CRM - Updating Lead Custom Fields with the Loss Reason Token](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-updating-lead-custom-fields-with-the-loss-reason-token.md) - [CRM - Triggering messages to the funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-triggering-messages-to-the-funnel.md) - [CRM - Sending WhatsApp Based on the Opportunity Time in the stage](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-sending-whatsapp-based-on-the-opportunity-time-in-the-stage.md) - [CRM - Scheduled Meeting](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-scheduled-meeting.md) - [CRM - Automations with a new WhatsApp number](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-automations-with-a-new-whatsapp-number.md) - [CRM - Distributing Leads and Opportunities Equally Among Salespeople in CRM](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-distributing-leads-and-opportunities-equally-among-salespeople-in-crm.md) - [CRM - Setting up the roulette wheel for Opportunity creation for salespeople](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-setting-up-the-roulette-wheel-for-opportunity-creation-for-salespeople.md) - [CRM - with native integration with CHATGPT](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-with-native-integration-with-chatgpt.md) - [CRM - Creating an Opportunity in CRM for each Lead received via Form](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-creating-an-opportunity-in-crm-for-each-lead-received-via-form.md): Many times we want to create an Opportunity in CRM for each Lead received in a form. See how to do this simply using SprintHub's Automation Flow. - [CRM - CRM Automation - How to configure automatic stage movement](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-crm-automation-how-to-configure-automatic-stage-movement.md): See how to move your opportunities automatically based on conditions. - [CRM - Status/Field/Approval Blocks](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-status-field-approval-blocks.md): Set criteria to prevent opportunities from moving forward or backward between the different stages. - [CRM - Automations](https://docs.sprinthub.com/en/topics/general/crm/crm-automations.md): You can automate a variety of processes and speed up tasks related to your customers. This includes activities such as audience segmentation, sending personalized communications, and much more. - [CRM - Difference between stage automation and funnel automation](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-difference-between-stage-automation-and-funnel-automation.md) - [CRM - Cloning Opportunities through CRM Automation](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-cloning-opportunities-through-crm-automation.md) - [CRM - Automatic WhatsApp Message for No-Show Scheduling](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automatic-whatsapp-message-for-no-show-scheduling.md) - [CRM - Changing Value with Opportunity Custom Field](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-changing-value-with-opportunity-custom-field.md) - [CRM - Automation - Function: Time Limiter](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-function-time-limiter.md) - [CRM - Automation - Function: Delay automation start](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-function-delay-automation-start.md) - [CRM - Automation to Archive Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-to-archive-opportunities.md) - [CRM - How to avoid duplicate opportunities (automatic creator)](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-avoid-duplicate-opportunities-automatic-creator.md) - [CRM - WhatsApp Sending Automation for Website Visitors](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-whatsapp-sending-automation-for-website-visitors.md) - [CRM - CRM automation changing the owner of the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automation-changing-the-owner-of-the-opportunity.md) - [CRM - Opportunity Comment Automation](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-opportunity-comment-automation.md) - [CRM - Automations in CRM with the Trigger "the lead schedules a meeting"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-trigger-the-lead-schedules-a-meeting.md) - [CRM - Automations in CRM with the Condition "What is the status of the opportunity?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-what-is-the-status-of-the-opportunity.md) - [CRM - Automations in CRM with the Condition "Does the lead have a ticket in SAC?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-does-the-lead-have-a-ticket-in-sac.md) - [CRM - Automations in CRM with the Condition "Has the lead sent a message?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-has-the-lead-sent-a-message.md) - [CRM - Automations in CRM with the Condition "Does the lead have a scheduled meeting?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-does-the-lead-have-a-scheduled-meeting.md) - [CRM - Automations in CRM with the Condition "Projected Closing Dates Overdue"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-projected-closing-dates-overdue.md) - [CRM - Automations in CRM with the Condition "The lead Has an Email"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-the-lead-has-an-email.md) - [CRM - Automations in CRM with the Condition "The lead has a phone number"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-the-lead-has-a-phone-number.md) - [CRM - Automations in CRM with the Condition "Opportunity Value"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-opportunity-value.md) - [CRM - Automation with Chatbot](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-with-chatbot.md) - [CRM - Automation with WhatsApp](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-with-whatsapp.md) - [CRM - Automation with Email](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-with-email.md) - [CRM - How to make a CRM automation that changes the lead stage and step](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-make-a-crm-automation-that-changes-the-lead-stage-and-step.md) - [CRM - Create an automation to automatically change funnel or stage](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-create-an-automation-to-automatically-change-funnel-or-stage.md) - [CRM - Automation to change the Opportunity Stage in the Funnel after a Pre-Defined Period](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-to-change-the-opportunity-stage-in-the-funnel-after-a-pre-defined-period.md) - [CRM - Automation for Opportunity Segmentation and Use of Message Queue](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-for-opportunity-segmentation-and-use-of-message-queue.md) - [CRM - Automatic Creation of Opportunity in a Funnel Stage](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automatic-creation-of-opportunity-in-a-funnel-stage.md) - [CRM - Automating Birthday Message Delivery](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automating-birthday-message-delivery.md) - [CRM - Automating Sending of Meeting Scheduling Link](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automating-sending-of-meeting-scheduling-link.md) - [CRM - Automation - When marking a Funnel as won > create a new opportunity in another funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-when-marking-a-funnel-as-won-greater-than-create-a-new-opportunity-in-another-funnel.md) - [CRM - How to change Lead permission when changing Opportunity Owner](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-change-lead-permission-when-changing-opportunity-owner.md) - [CRM - Automation for Recording "Won" or "Lost" Opportunities in the Sales Funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-for-recording-won-or-lost-opportunities-in-the-sales-funnel.md) - [CRM - Sending Opportunity Custom Field information via WhatsApp](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-sending-opportunity-custom-field-information-via-whatsapp.md) - [CRM - Filters](https://docs.sprinthub.com/en/topics/general/crm/crm-filters.md) - [CRM - Filter and Organize Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-filters/crm-filter-and-organize-opportunities.md) - [CRM - Common Questions](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions.md) - [CRM - Viewing Mode - Kanban | List | Table](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-viewing-mode-kanban-or-list-or-table.md) - [CRM - Changing the Currency of Opportunity Value](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-changing-the-currency-of-opportunity-value.md) - [CRM - Exporting Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-exporting-opportunities.md) - [CRM - Deleting Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-deleting-opportunities.md) - [CRM - Action Bar](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-action-bar.md) - [CRM - How to Delete a Funnel Stage](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-delete-a-funnel-stage.md) - [CRM - Changing Funnel/Stage Directly in the Opportunity Card](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-changing-funnel-stage-directly-in-the-opportunity-card.md) - [CRM - Instructions for Manual Call Logging](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-instructions-for-manual-call-logging.md) - [CRM – Using VoIP for Calls on Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-using-voip-for-calls-on-opportunities.md) - [CRM - Sending Advance Notices for Events](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-sending-advance-notices-for-events.md) - [CRM - How to add tags in bulk](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-add-tags-in-bulk.md) - [CRM - How to mark opportunities as “Lost” by lead creation date](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-mark-opportunities-as-lost-by-lead-creation-date.md) - [CRM - Adding a New Opportunity Manually](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-adding-a-new-opportunity-manually.md): In SprintHub CRM, you can manually add new opportunities. Here is a step-by-step guide to help you do it: - [CRM - Send Message from the Opportunity Tab](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-send-message-from-the-opportunity-tab.md) - [CRM - Mentions in the Opportunity tab](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-mentions-in-the-opportunity-tab.md): In the Opportunities tab in CRM, you can mention other users in comments. - [CRM - Send email from the opportunity tab](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-send-email-from-the-opportunity-tab.md) - [CRM - Quick Actions](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-quick-actions.md): Inside SprintHub CRM, you have access to Quick Actions, such as accessing a Support case, making a call, sending an email, and scheduling a meeting. - [CRM - How to automatically change the position of leads in the funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-automatically-change-the-position-of-leads-in-the-funnel.md): In the sales funnel, it is possible to configure the lead position so that when they send a message, the position changes automatically. - [CRM - I created an automation in CRM, clicked Play, but it is not working](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-i-created-an-automation-in-crm-clicked-play-but-it-is-not-working.md) - [CRM - How to move opportunities by automation](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-move-opportunities-by-automation.md) - [Mirroring Support in CRM](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/mirroring-support-in-crm.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.sprinthub.com/en/topics/general/crm.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.