Müşteri İlişkileri Yöneticisi

Leads18A lead is a person who might buy from you. Everything in this section is about getting one into KamoCRM, working it, and knowing where it stands. Start here if you're new Read Leads, Opportunities and Accounts first.…

Accounts10An account is an established customer — a company or a person you already do business with. Where a lead is a possibility, an account is a relationship, and the record is built to hold everything about it in one place.…

Markets and Fields5A market is the category a lead is filed under — "Mortgage", "Solar", "Insurance". It decides which form somebody fills in when they add a lead, which products can be attached, and how leads are grouped when you go…

Vendors and Products4A vendor is where a lead came from — a lead supplier you buy from, a partner who refers business, or your own organization when you generated it yourself. A product is what the lead is interested in. Both are required…

Importing Leads3Bringing leads in from a file you already have — a spreadsheet from a supplier, an export from a system you're leaving, a list from an event. If leads arrive regularly from the same source, don't do this by hand every…

Automated Lead Intake5An intake endpoint is a private web address you give to a lead supplier. When they have a new lead, they send it to that address and it appears in KamoCRM — no spreadsheet, no import, no delay. This is the automated…

Status Labels1Every lead moves through the same five stages. Their names are yours to change. If your team says "Working" where KamoCRM says "Reckoning", rename it. The stage still behaves identically; only the word on the screen…

Custom Forms3A custom form is a set of extra questions attached to a market, asked when somebody creates a lead in it. Solar leads need roof age; insurance leads need vehicle details; neither belongs on the standard lead record.…

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