> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm.md).

# 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 Winning or Losing an Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-customizing-the-reason-for-winning-or-losing-an-opportunity.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. At SprintHub, we provide the flexibility to create fields that precisely meet your needs.
- [CRM - Change the CARD Layout](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-change-the-card-layout.md)
- [CRM - How to add contact fields to the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-how-to-add-contact-fields-to-the-opportunity.md)
- [CRM - Add Contact Tag to the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-add-contact-tag-to-the-opportunity.md)
- [CRM - Add Company fields to the Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-add-company-fields-to-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 - Sending messages to the funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-sending-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)
- [CMR - Distributing Leads and Opportunities Equally Among Salespeople in CRM](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/cmr-distributing-leads-and-opportunities-equally-among-salespeople-in-crm.md)
- [CRM - Configuring the Wheel for Opportunity Creation for Salespeople](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-configuring-the-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 the CRM for Each Lead Received via Form](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-creating-an-opportunity-in-the-crm-for-each-lead-received-via-form.md): Often we want to create an Opportunity in the CRM for each Lead received in a form. See how to do this in a simple way 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 automatically move your opportunities 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 advancing or going back 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 by CRM Automation](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-cloning-opportunities-by-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 the automation start](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-function-delay-the-automation-start.md)
- [CRM - Automation for Archiving Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-for-archiving-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 Message Sending Automation for Website Visitors](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-whatsapp-message-sending-automation-for-website-visitors.md)
- [CRM - CRM automation changing the Opportunity owner](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automation-changing-the-opportunity-owner.md)
- [CRM - Comments Automation on Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-comments-automation-on-opportunities.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 opportunity status?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-what-is-the-opportunity-status.md)
- [CRM - Automations in CRM with the condition "Does the lead have a support case in SAC"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-does-the-lead-have-a-support-case-in-sac.md)
- [CRM - Automations in CRM with the condition "Did the lead send a message?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-did-the-lead-send-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 "Estimated Closing Dates Overdue"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-estimated-closing-dates-overdue.md)
- [CRM - Automations in CRM with the condition "Does the lead have an email"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-does-the-lead-have-an-email.md)
- [CRM - Automations in CRM with the condition "Does the lead have a phone number"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automations-in-crm-with-the-condition-does-the-lead-have-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 create a CRM automation that changes the lead stage and the pipeline stage](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-create-a-crm-automation-that-changes-the-lead-stage-and-the-pipeline-stage.md)
- [CRM - Create an automation to change funnel or stage automatically](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-create-an-automation-to-change-funnel-or-stage-automatically.md)
- [CRM - Automation to change the Opportunity Stage in the Funnel after a Pre-Determined Period](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-to-change-the-opportunity-stage-in-the-funnel-after-a-pre-determined-period.md)
- [CRM - Automation for Segmenting Opportunities and Using a Message Queue](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-for-segmenting-opportunities-and-using-a-message-queue.md)
- [CRM - Automatic Opportunity Creation in a Funnel Stage](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automatic-opportunity-creation-in-a-funnel-stage.md)
- [CRM - Automating Birthday Message Sending](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automating-birthday-message-sending.md)
- [CRM - Automating Sending Meeting Scheduling Link](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automating-sending-meeting-scheduling-link.md)
- [CRM - Automation - After winning in one Funnel > create a new opportunity in another funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-after-winning-in-one-funnel-greater-than-create-a-new-opportunity-in-another-funnel.md)
- [CRM - How to change the Lead permission when changing Opportunity Owner](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-change-the-lead-permission-when-changing-opportunity-owner.md)
- [CRM - Automation of recording "Won" or "Lost" opportunities in the Sales Funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-of-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 - View Mode - Kanban | List | Table](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-view-mode-kanban-or-list-or-table.md)
- [CRM - Changing the Currency of Opportunity Values](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-changing-the-currency-of-opportunity-values.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 - Direct Funnel/Stage Change in the Opportunity Card](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-direct-funnel-stage-change-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 in Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-using-voip-for-calls-in-opportunities.md)
- [CRM - Advance Notifications for Events](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-advance-notifications-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" based on lead creation date](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-mark-opportunities-as-lost-based-on-lead-creation-date.md)
- [CRM - Adding New Opportunity Manually](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-adding-new-opportunity-manually.md): In SprintHub CRM, it is possible to 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): Within 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 lead position in the funnel](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-automatically-change-the-lead-position-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, hit Play, but it is not working](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-i-created-an-automation-in-crm-hit-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 SAC in CRM](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/mirroring-sac-in-crm.md)


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