> 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 pipeline](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/permissions-in-the-crm-pipeline.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 Won Dates](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-importing-opportunities/crm-importing-opportunities-with-defined-won-dates.md) - [CRM - Opportunity Win or Loss Reason Customization](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-win-or-loss-reason-customization.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 Pipeline Opportunity](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-custom-fields-in-the-pipeline-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 Pipeline](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-learn-how-to-edit-and-add-stages-in-the-sales-pipeline.md) - [CRM - Triggering Flow on Lost Opportunities](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-triggering-flow-on-lost-opportunities.md) - [CRM - Updating Lead Fields with Custom Object](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-updating-lead-fields-with-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 pipeline](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-sending-messages-to-the-pipeline.md) - [CRM - Sending WhatsApp Based on Opportunity Time in the Stage](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-sending-whatsapp-based-on-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](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-distributing-leads-and-opportunities-equally-among-salespeople.md) - [CRM - Configuring the Wheel for Creating Opportunities for Salespeople](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-configuring-the-wheel-for-creating-opportunities-for-salespeople.md) - [CRM - with native ChatGPT integration](https://docs.sprinthub.com/en/topics/general/crm/crm-tutorial-videos/crm-with-native-chatgpt-integration.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): Often 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 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): Establish 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 pipeline automation](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-difference-between-stage-automation-and-pipeline-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 the Value with an Opportunity Custom Field](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-changing-the-value-with-an-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 Opportunity Owner](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automation-changing-the-opportunity-owner.md) - [CRM - Opportunity Comment Automation](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-opportunity-comment-automation.md) - [CRM - CRM Automations with the Trigger "The lead schedules a meeting"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-trigger-the-lead-schedules-a-meeting.md) - [CRM - CRM Automations with the Condition "What is the opportunity status?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-what-is-the-opportunity-status.md) - [CRM - CRM Automations with the Condition "Does the lead have a support ticket in SAC"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-does-the-lead-have-a-support-ticket-in-sac.md) - [CRM - CRM Automations with the Condition "Has the lead sent a message?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-has-the-lead-sent-a-message.md) - [CRM - CRM Automations with the Condition "Does the lead have a scheduled meeting?"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-does-the-lead-have-a-scheduled-meeting.md) - [CRM - CRM Automations with the Condition "Predicted Closing Dates Exceeded"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-predicted-closing-dates-exceeded.md) - [CRM - CRM Automations with the Condition "The lead has an email"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-the-lead-has-an-email.md) - [CRM - CRM Automations with the Condition "The lead has a phone number"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-with-the-condition-the-lead-has-a-phone-number.md) - [CRM - CRM Automations with the Condition "Opportunity Value"](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-crm-automations-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 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-stage.md) - [CRM - Create an automation to move pipeline or stage automatically](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-create-an-automation-to-move-pipeline-or-stage-automatically.md) - [CRM - Automation to change the Opportunity Stage in the Pipeline after a Predetermined Period](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-to-change-the-opportunity-stage-in-the-pipeline-after-a-predetermined-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 an Opportunity in a Pipeline Stage](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automatic-creation-of-an-opportunity-in-a-pipeline-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 a Meeting Scheduling Link](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automating-sending-a-meeting-scheduling-link.md) - [CRM - Automation - When winning in one Pipeline > create a new opportunity in another pipeline](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-when-winning-in-one-pipeline-greater-than-create-a-new-opportunity-in-another-pipelin.md) - [CRM - How to change Lead permission when changing the Opportunity Owner](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-how-to-change-lead-permission-when-changing-the-opportunity-owner.md) - [CRM - Automation of "Won" or "Lost" Opportunity Records in the Sales Pipeline](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-of-won-or-lost-opportunity-records-in-the-sales-pipeline.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 Pipeline Stage](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-delete-a-pipeline-stage.md) - [CRM - Direct Pipeline/Stage Change in the Opportunity Card](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-direct-pipeline-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 - Sending Advance Alerts for Events](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-sending-advance-alerts-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's CRM, it is possible to add new opportunities manually. 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's CRM, you have access to Quick Actions, such as accessing a Support Ticket, making a call, sending an email, and scheduling a meeting. - [CRM - How to automatically change the position of leads in the pipeline](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-automatically-change-the-position-of-leads-in-the-pipeline.md): In the sales pipeline, it is possible to configure the position of leads so that when they send a message, the position changes automatically. - [CRM - I created an automation in CRM, clicked Play, but it isn't working](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-i-created-an-automation-in-crm-clicked-play-but-it-isnt-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) --- # Agent Instructions This documentation is published with GitBook. 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