Clients

General information

This section contains information about your project’s clients in Teliqon CRM.

On the Client page, you can:

• View clients in your preferred view - as a list or a board.

• Search for clients by full or partial matches in any field using the search bar.

• With a single click: view or archive clients.

• Create, edit, import, export, and filter client data by any field.

To access this page and view client information, navigate to the Clients section in the left-side menu.

How to work with the Clients page

Toolbar

The toolbar on the Clients page allows you to quickly and conveniently perform various actions with your client records.

The following options are available:

1. Search bar: provides a convenient way to find clients by entering full or partial matches across any field. Simply click the field and start typing - the search begins automatically as soon as you enter the first characters.

2. Switch view mode: toggle between List view and Board view by clicking the corresponding icons:

   a. List view displays clients as a structured list;

   b. Board view displays clients as cards grouped by status or other criteria.

3. The button to limit the number of records displayed on the page.
   It has the following options:

   a. 5;

   b. 10;

   c. 25;

   d. 50;

   e. 100.

4. Archived clients button: lets you switch between active and archived clients in your project. The first click navigates to archived clients. To return to active clients, click the button again or press the X next to the automatically created filter:

To restore a client from the archive to the active list, select it using the checkbox and click Unarchive on the bulk actions toolbar:

Or use the separate button next to the item in the Actions column.

5. Import clients button: allows importing client data into the system. Detailed description available here.

6. Export clients button: enables exporting client data from the system. Detailed description available here.

7. Filter button: allows you to filter clients based on a combination of parameters across different fields. Detailed description available here.

8. Create client button: allows you to add a new client to the system. Detailed description available here.

9. Select All button: this allows you to select every client on the current page with a single click. The first click will mark all empty checkboxes on the page. Clicking the button again will deselect all checkboxes.

Client list and Board Management

You can choose between two display modes for viewing your clients - List View or Board View. Each mode offers its own advantages.

List view

The List View provides a convenient way to sort data with a single click, as it allows the use of quick filters located next to the column headers.

Only one quick filter can be active at a time. Each quick filter has three states, which can be toggled by clicking on the filter:

1. No sorting;

2. Sort descending;

3. Sort ascending.

Clicking another quick filter will automatically reset the previously selected one to its initial state (no sorting).

Additionally, the system supports free column movement in almost every section or block. Simply click and hold the desired column with your left mouse button and move it into your preferred sequence. This allows you to instantly adapt the interface layout to suit your tasks.

To the left of each record, there is an empty checkbox. Clicking the checkbox selects the corresponding item; clicking it again deselects it.

After selecting a checkbox, an additional panel appears, displaying the number of selected items and the available actions that can be performed with them:

Elements on the additional panel (from left to right):

1. Archive selected items. This button allows you to bulk move selected clients to the archived state. The clients will not be deleted from Teliqon CRM - they will simply be transferred to the Archived clients page. Detailed instructions on how to access archived clients are provided in this section.

2. Edit selected items. This button enables bulk editing of all selected clients. Clicking the button opens a popup window with available bulk actions:

a. Bulk assignment of the 'Responsible user' to selected clients.

b. Bulk assignment of the 'Client type' to selected clients.

c. Bulk assignment of the 'Source' to selected clients.

d. Bulk assignment of the 'Status' to selected clients.

Only default fields can be modified in this way.

The available values for these fields are limited to the options provided in the dropdown lists.

Clear button: cancels bulk actions, closes the popup window, and clears previously selected settings.

Apply button: saves the selected settings and applies them to the previously selected clients.

Close (X) button: closes the bulk actions popup.

3. Cancel (X) button: clicking the X on the additional panel will deselect all checkboxes, returning them to their default empty state.

To the right of each client, there are three action buttons:

1. Archive client: this button allows you to move a client from active to archived with a single click. Archived clients in your project can be viewed using the Archived clients button.

2. View client card: opens the personal client card. Instructions on working with the client card are provided here.

3. Copy client card link: copies the link to the client’s personal card.

Board view

Enabling Board view displays your clients as cards.

This view visualizes client statuses and enables an intuitive drag-and-drop feature to move clients between stages.

To change the client's status, press and hold the card with the left mouse button and drag it to the desired column. Once a blank space appears in the new status, release the mouse button.

Unlike the List view, the Board view doesn’t include buttons for exporting, importing, records per page selection, or bulk client selection.

On the Client board, you can create a new client using any of the three create client buttons:

1. On the toolbar, as described in this section.

2. At the top of a column corresponding to a specific status, using the '+' button.

3. At the bottom of a column corresponding to a specific status.

The first button creates a client without an assigned status, requiring manual selection. In contrast, using the second or third options within a specific column automatically preselect the status in the Create a client popup. This status can still be modified later within the client's profile.

To edit a specific client on the Board view, click anywhere on the client card except for the three dots "..." icon..

Details on working with the client card are provided here.

By clicking on the '...' menu, you can choose one of the following options:

1. Archive client: this button allows you to move a client from active to archived with a single click. You can view your project's archived clients by clicking the Archive button.

2. Copy client link: copies the link to the client’s record.

Clients filters

On the Client toolbar, there is a Filter button. This feature allows you to quickly and conveniently filter clients based on specific criteria.

After clicking the Filter button, a popup window will appear with the available filtering options. By default, you can filter clients by the following parameters:

1. Client type;

2. Responsible user;

3. Created from/Created to;

4. Source;

5. Status.

To filter by Client type, Responsible user, Source, or Status, click the input field with the left mouse button and select one of the available options from the dropdown list.

You can set dates in the Created from/to fields using two methods:

• Manually: enter the date using your keyboard in the day/month/year format (e.g., 15/06/2024).

• Via Calendar: click the input field to open the calendar, then select a date by hovering over the desired day and clicking.

Please note that the Created to date cannot be earlier than the Created from date.

Once you’ve selected the filtering parameters, click the Apply button to apply them.

To clear all selected filters, click the Clear button.

To close the pop-up window, click the X (Close) icon.

Create a new client

Click Create client + to open a window where you can select a lead to convert into a client and assign their status.

After selecting which lead to convert and choosing the desired client status, the data of the selected lead will be displayed.

To proceed with the creation, click the Convert to client button located at the bottom of the client creation form.

If you decide not to create a client, click the X in the upper-right corner of the form to cancel.

After creation, the new client will appear either in the Client List or on the Client Board.

Client import

To import clients, you need to click the corresponding button located to the right of the Export сlients button. After that, a pop-up window will appear:

In the import popup, you can upload a client file based on the template using the “File” field (indicated by a file icon with an arrow). Clicking this field opens a file browser where you can select the document containing the clients you wish to upload.

You can also follow the upload instructions by clicking the Instruction link.

Two file formats are supported: CSV and XLSX. Depending on your operating system, select one of the three checkboxes:

1. CSV (MacOS, Linux);

2. CSV (Windows);

3. XLSX (MS Excel).

You can choose one of the following four unique fields:

1. No checks;

2. Id;

3. Name / Company name;

4. Contact person.

To create the required import file, click Download template, fill it in with your client data, and then select it using the Choose file to import field.

Important: The template includes the 'ID' parameter, which must be filled in manually before import. You can find the last used client ID on the Clients page by sorting the list by 'ID' using the quick filter. Once identified, add 1 to the last client ID - subsequent clients should be numbered with an increment of +1. If an entered ID already exists in the system, all other records will be imported except the conflicting one.

After setting all the necessary import parameters, click Import.

The system will upload the clients, and they will appear in your client list.

If you decide not to import the file, click the X in the upper-right corner of the pop-up window to return to the clients list or board view.

Client export

To export clients, click the Export data button. A pop-up window will appear where you can configure the export settings:

In the export pop-up window, you can configure the following export settings:

1. Select one of the available file formats: CSV or XLSX. Depending on your operating system, choose one of the following checkboxes:

   a. CSV (MacOS, Linux);

   b. CSV (Windows);

   c. XLSX (MS Excel).

2. Select this option to include archived entities in your export file;

3. Choose whether to export all clients or only previously filtered clients;

4. Select the list of client fields that will be included in the exported .csv or .xlsx file;

5. Enable or disable the export of Additional Contacts;

6. Select the list of fields for additional contacts that will be included in the file.

For convenience, you can use the search bar to quickly find the fields you need. The search works based on full or partial matches of the text entered from the keyboard.

After clicking the Export button, a file containing the list of clients with the selected parameters will be downloaded to your computer.

If you decide not to proceed with exporting clients, you can return to the client list or board view by clicking the Close (X) button in the top-right corner of the pop-up window.

View an existing client’s card

Each client in the system has its own individual profile.

Click on the client's name or the view button to open the editing page, which looks like this:

On the client profile page, you can find the following sections:

1. Information about the client;

2. Notes;

3. Activity block (Activity Log, Notes, Calls);

4. Additional Contacts;

5. Delivery;

6. Tasks;

7. Deals.

To exit the profile and return to the main list, click Clients (available in List view):

In Board view, click the X in the top-right corner of the modal window to close it.

Information about the client

In addition to the editable parameters, there is an Archive button at the top of this block.

Clicking it will set the client's status to 'archived', moving them to the archived clients page. Clicking it again will unarchive the client and return their card to active status. Instructions on how to access the archived clients page can be found here.

Below the buttons, the client parameters are displayed. These include both default system parameters and your custom-configured parameters.

Parameters can be configured in the Settings → Clients.

The following fields are considered default system parameters:

1. ID (non-editable field);

2. Name / Company name *;

3. Type *;

4. Responsible *;

5. Created;

6. Source;

7. Status *;

8. Email *;

9. Contact person;

10. Phone Number *;

11. Comment;

12. Nova Poshta city;

13. Nova Poshta department type;

14. Nova Poshta department.

You can modify any system or custom parameter except for “Created” and “ID”. The values of these parameters are automatically assigned at the time of client creation and cannot be edited.

To edit a parameter, click the Edit icon located to the right of the corresponding field. For example:

Next, click on the desired field and make your changes.

Once editing is complete, scroll to the bottom of the section and click Save to apply the updates, or Cancel to discard them.

Notes

In the note creation field, you can enter text of up to 500 characters.

For convenient note formatting, you can use the tools available on the bottom toolbar:

List of tools (from left to right)

1. Bold text;
2. Italic text;
3. Underlined text;

4. Insert a link;
   To do this, enter your text, highlight it with your cursor by holding down the left mouse button, and click the Link button.
   A pop-up window will appear where you should enter the URL in the format "https://test.site.com".
   Then, click Save if you have entered the correct link, Cancel or Delete if you change your mind.

5. Format text as a List view;

6. Format text as an Ordered List;

7. Format text as a Task List;

8. Format text as a Blockquote;

9. Add an Emoji.

Additionally, you can attach a file to the note.

To do this, click the 'paperclip' icon located to the right of the 'Add' button. In the window that appears, select the required document from your device.

After creating a note, you need to click the Add button.

Block with Activity log, Notes, Calls

This block contains three tabs that allow you to view the following information:

1. Activity Log.
   This tab displays all changes made to the client record (and previously to the lead record) by managers. For example, changes to the responsible manager or manual updates to any of the fields;

2. Notes.
   This tab shows all notes that have been added to the client record;

3. Calls.
   This tab displays all incoming, outgoing, and missed calls to and from this client’s phone number (and previously the lead’s number).

Additional contacts

In this block, additional contact data is displayed as a list of entries. Each additional contact is represented as a separate row in the list, and two actions are available on the right side of each row:

1. Edit additional contact;

2. Delete additional contact.

By default, 5 contacts are displayed, but you can expand this list. To do this, click the dropdown menu and select the desired number of entries:

• 5;

• 10;

• 25;

• 50;

• 100

Your selection will be saved automatically.

To the right above the list is the Add button; clicking it will open the Create additional contact form. Required Fields:

1. First name*;

2. Last name*;

3. Phone number*.

The following fields are optional:

1. Middle name;

2. Position;

3. Email;

4. Nova Poshta city;

5. Nova Poshta department type;

6. Nova Poshta department.

After filling in the required fields, click the Create button at the bottom of the form.

If you decide not to create this additional contact, click the Close (X) button in the top-right corner of the form.

Once created, the additional contact will appear in the list and can later be used when creating tasks.

Delivery

The Delivery block features a toolbar with the following functions:

1. Search field for finding records by TTN number;

2. Display limit button, which allows you to set the number of records shown per page;

3. Filter button;

4. Create a new TTN button;

5. Add TTN button.

If your project doesn't have an active integration with Nova Poshta, clicking on the first two buttons will open a pop-up window prompting you to configure the integration first.

Once the integration is successfully configured, you will be able to use all the features of this section.

You can find detailed instructions on how to set up the Nova Poshta integration in the following documentation section.

Additionally, this block includes a Select all checkbox, which allows you to select all deliveries scheduled for the current client and perform the following bulk actions on them:

The following bulk actions are available:

1. Print selected delivery registry.
   This action generates a delivery list for the courier's convenience. Clicking this button downloads a .pdf file to your computer containing the following delivery details: ID, Tracking Number (TTN), Shipment Information, Delivery Cost, Recipient Details, Additional Information, and Payment Method.

2. Print selected invoices.
   This action generates a list of deliveries for convenient use by the courier. Printing is available in the following three formats:

• Labeling;

• Zebra type making;

• Making 100×100 type Zebra.

3. Delete TTN;

4. Deselect all.
   To cancel the bulk selection of tracking numbers, click the Select all checkbox again or click the X on the bulk actions toolbar.

Create a new TTN

Once you have configured the integration with Nova Poshta, you can start creating TTNs for a contact.

To do this, click the Create a new TTN + button in the Delivery block.

After clicking the button, you will be redirected to the New TTN Creation page, which appears as follows:

The Create New TTN page consists of the following sections:

1. Shipping options;

2. The size of the shipment;

3. Sender data;

4. Recipient data.

Once all mandatory fields are completed, click the Save button at the bottom of the page to create the new TTN.

Shipping Options

In the Shipping options block, the following fields are available for completion:

1. Checkbox to select the desired postal service: Nova Poshta;

2. Postal account. If you have integrated multiple accounts, you can choose the one you need at any given moment here;

3. Recipient additional contact. This option is enabled only when multiple contact numbers are detected in the client's card, providing a dropdown to select the primary recipient for this action;

4. Date of shipment * - must be filled in the day/month/year format, e.g., 15/06/2024, or you can select the desired date using the calendar icon located to the right of the field;

5. Delivery method *;

6. Type of cargo *;

7. Payer of delivery *. Click the tariffs button to view the carrier's current tariff schedule;

8. Payer of cash on delivery fees *;

9. Description of the Cargo * ;

10. Form of payment *;

11. Type of receiving money *;

12. Announced cost *;

13. PostPaid;

14. Additional information;

15. Package number;

16. Internal shipment number;

17. List of accompanying documents.

The following fields must be filled in manually using the keyboard:

• Description of the Cargo *;

• Announced cost *;

• PostPaid;

• Additional information;

• Package number;

• Internal number of department;

• List of accompanying documents.

To unlock a field for editing, click the Edit icon to the right of it.

For the following fields ‘Postal account’, ‘Recipient additional contact’ and ‘Delivery method' select one of the available options from the dropdown list.

Once you’ve chosen all the necessary parameters, you can proceed to configure the next block.

The size of the shipment

The size of the shipment block has two modes that can be switched using the General parameters checkbox.

When the General parameters checkbox is selected, you need to fill in the following three required fields:

1. Total weight (kg) *;

2. Number of seats *;

3. Total volume of shipment *.

The ‘Number of seats’ field indicates the actual number of individual cargo items ready for shipping.

If you uncheck the General parameters box, the following four required fields will become available for editing:

1. Weight (kg) *;

2. Length (cm) *;

3. Height (cm) *;

4. Width (cm) *.

In addition, you can mark the Shipping not in a box checkbox for each added item individually.

If you need to add another item, click the Add place button. After clicking, a new row will appear in the list, where you can enter the details of the next object for shipment.
Depending on how many items you add, after saving The size of the shipment, the system will automatically suggest the appropriate Nova Poshta branch in the Sender data and Recipient data settings.

The ‘Bulk weight will’ be calculated automatically once you fill in the first four parameters.

You can delete any item by clicking the Delete icon located to the right of the row containing the shipment size information. After that, the entry will be removed from The size of the shipment block.

Sender data

In this block, the following parameters are available for you to fill in:

1. Sender type *;

2. City *;

3. Type sending office *;

4. Sending office *;

5. Last name *;

6. First name *;

7. Middle name;

8. Phone *.

All parameters, except for ‘Middle Name’ are mandatory when creating a new TTN.

To fill in the 'City' and 'Sender office' fields, start typing the data in Ukrainian. For example, if you type 'Одеса' in the 'City' field, a dropdown list will suggest options like 'Одеса' and 'Нова Одеса', which you can then select by clicking.

The 'Last Name', 'First Name', 'Middle Name', and 'Phone *' parameters can be filled in manually using your keyboard.
Please note: The 'Last Name', 'First Name', and 'Middle Name' fields are automatically populated using data from your selected Postal account,

After completing the Sender data block, it is important to fill out the Recipient data block.

Recipient data

In this block, the following parameters are available for you to fill in:

1. Recipient type *;

2. City *;

3. Type sending office *;

4. Recipient's office *;

5. Last name *;

6. First name *;

7. Middle Name;

8. Phone *.

All parameters, except for ‘Middle Name’, are mandatory when creating a new TTN.

To fill in the 'City' and 'Recipient's office' fields, start typing the data in Ukrainian. For example, if you type 'Одеса' in the 'City' field, a dropdown list will suggest options like 'Одеса' and 'Нова Одеса', which you can then select by clicking.

The 'Last Name', 'First Name', 'Middle Name', and 'Phone *' parameters can be filled in manually using your keyboard.
Note: The 'Phone' field is automatically populated with data from the selected client's profile, but you can still edit it manually if needed.

All other parameters have to be selected from the dropdown list of available values.

To save your changes, click the Save button at the bottom of the page. If any mandatory fields in other sections remain empty, the changes will not be saved until all required fields are completed.

If you decide not to create a new TTN, click the Cancel button at the bottom of the page to discard all changes and return to the client’s personal card view.

Add TTN

After clicking the Add TTN button, a pop-up window will appear where you can add an existing TTN:

To do this, fill in the following fields:

1. Select the postal service to which the TTN belongs. (Currently, only Nova Poshta is available.);

2. № TTN.
   This field can be filled in if you already have a shipment created on Nova Poshta, for example. Once the TTN is added to the client, the corresponding delivery details will automatically appear in the Delivery block of the client’s personal card.

3. Sender’s phone number.

After these three fields are filled out, click Add in the pop-up window to attach the existing TTN.

If you decide to cancel the process, click the X in the top-right corner of the pop-up window.

Filter

When you click the Filter button, a pop-up window will appear where you can configure filtering using the following default parameters:

1. Created from - Created to;

2. Estimate delivery from - Estimate delivery to;

3. Received from - Received to;

4. Deal;

5. Paid by;

6. Sender;

7. Responsible;

8. Status.

The following parameters: ‘Created from/to’, ‘Estimate delivery from/to’, ‘Received from/to’ can be configured in two ways: manually or via the calendar. More detailed instructions on using the calendar are provided in the main Filter section.

All other parameters for filtering delivery information can be configured using a dropdown list.

Once you have selected the necessary filtering parameters and want to apply the changes, click the Apply button.

To reset the fields to their default values, click the Reset button.

To close the filter window, click the X in the top-right corner.

Task

This block displays information about tasks associated with either the Client itself or the client's Additional contacts.

The task information block is structured as follows:

The toolbar contains the following buttons:

1. Search field: provides a flexible way to find tasks by matching any string of characters. By clicking the bar and typing, the system will instantly filter and display relevant tasks in real-time.

2. The button to limit the number of records displayed on the page.
   It has the following options:

   a. 5;

   b. 10;

   c. 25;

   d. 50;

   e. 100.

3. Archive button: enables switching between active and archived tasks for the client. The first click on this button navigates to archived tasks. To return to active tasks, click the button again.

4. Filter button: enables filtering tasks based on a combination of filters across different fields. Detailed description of this button can be found here.

5. Create task button: allows you to add a new task to the system.You can read about how to add tasks to the system here.

6. Select all button: allows you to select all tasks on the page with a single click. The first click selects all checkboxes on the page. A second click deselects all checkboxes.

Create task

Clicking this button opens the Create task popup window.

To create a task, the following mandatory fields must be completed:

1. Task name *;

2. Main responsible *;

3. Status *;

4. Created *.

The following fields are optional:

1. Comment;

2. Responsible contact;

3. End date;

4. Deal.

Important: If you need to add an additional contact, you can select it in the Responsible contact field.

Additionally, the list of task creation fields can be extended with custom fields, which can be configured in the task settings.

Once the required fields are filled in, click the Create button at the bottom of the form.
After the task is created, it will appear in the task list.

If you decide not to create the task, click the X in the top-right corner of the form.

Filter

When you click the Filter button, a pop-up window will appear where you can configure filtering using the following default parameters:

1. Responsible;

2. Status;

3. Creator;

4. Created at from - Created at to;

5. Date of the task end from - Date of the task end to;

6. Deal.

The parameters ‘Created at from/to’ and ‘Date of the task end from/to’ fields can be set in two ways:

• Manually: enter the date using your keyboard in the day/month/year format (e.g., 15/06/2024).

• Via the calendar: click on the field and select the desired date from the calendar window that appears.

The parameters ‘Responsible’, ‘Status’, ‘Creator’, and ‘Deal’ can be configured using a dropdown list of values.

To activate your selected filters, click the Apply button..

To reset all fields to their default values, click the Clear button.

To close the filter window, click the X in the top-right corner.

Task list

In the task list, there is an empty square (checkbox) next to each entry.
Click it to select a specific item, or click it again to deselect it. Once a checkbox is selected, an additional panel will appear, displaying the number of selected items and the available actions for them:

Additional panel actions (left to right):

1. Archive selected items: this button allows you to move all selected tasks to the archived state. Tasks will not be deleted from Teliqon CRM; they will simply appear on the Archived tasks page. Instructions for accessing the archived tasks page are provided in this section.

2. Edit selected items: this button enables bulk editing of all selected tasks. Clicking Edit selected items opens a popup with available bulk actions:

a. Bulk set of ‘Responsible’;

b. Bulk set of ‘Status’;

c. Bulk set of ‘Due of the task end’.

Only default fields can be modified in bulk.

The available values for these fields are limited to the options provided in dropdown lists.

The Due of the task end parameter can be set either by using the calendar - which opens upon clicking the field to let you pick a specific day, or by manually typing the date in the day/month/year format (e.g., 15/06/2024).

Clear: cancels bulk actions, closes the popup, and clears previously selected settings.

Apply: saves the selected settings and applies them to the previously selected tasks.

Close (X): closes the bulk actions popup.

To the right of each task, there are three available actions:

1. Archive task: moves the individual task to the archived state. Tasks remain in Teliqon CRM and appear on the page. Instructions for accessing the archived tasks page are provided in this section.

2. View task card: opens the personal task card.

3. Copy task card link: copies the link to the personal task card.

Personal task card

By selecting the Personal task card, you will be redirected to the specific record inside the Tasks module. You can find a guide on managing tasks in this section.

Deal

This block displays information about deals associated with either the Client itself or the client's Additional contacts.

The deal information block appears as follows:

It includes the following buttons:

1. Search bar: this tool allows you to easily search for deals by full or partial matches in any deal field. To use it, simply click inside the bar and start typing - the search begins automatically as soon as you enter the first characters.
   Please note: the search only functions within the currently selected funnel (pipeline).

2. The button to limit the number of records displayed on the page.
   It has the following options:

   a. 5;

   b. 10;

   c. 25;

   d. 50;

   e. 100.

3. Archive button: this button allows you to toggle between active and archived deals in your project. The first click takes you to the archived deals page. To return to active deals, simply click the button again.

4. Filter button: helps you filter records by combining various fields. A detailed description of this feature is available below.

5. Create deal button: use this button to add a new deal to the system. Instructions on how to add a deal can be found here.

6. Funnel selection bar: enables you to instantly switch your workspace between different sales funnels (e.g., "Main" and "International").

7. Select All button: allows you to select all deals on the current page with a single click for bulk actions. The first click marks all empty checkboxes on the page, while a second click deselects them all.

Create deal

You can create a deal that is automatically linked to the client whose card you are currently editing. Clicking this button will open the Create a deal pop-up window:

To create a deal, the following mandatory parameters must be filled in:

1. Deal name *;

2. Currency *;

3. Responsible *;

4. Funnel *;

5. Stage *.

And the following parameters are optional:

1. Additional spendings;

2. Responsible contact;

3. Comment;

4. Source;

5. End date

6. Product/service.
   This field allows you to link the products or services chosen by the client to the deal. You can manage your list of services and products in the Price list section. If you have pre-configured products/services, you can attach them to the deal immediately by clicking the plus icon:

Then, select the desired product or service by clicking the empty checkbox next to the item(1) and confirm the action by clicking the Save selected products button(2).

If the client has ordered multiple items, you can specify the amount in the Amount field within the Selected window. This field can be filled in manually using your keyboard or by clicking the up/down arrows.

To complete the process, click Create at the bottom of the page. If you no longer wish to add this deal, simply close the window by clicking the X in the upper-right corner.

After the creation process is complete, the new deal will be visible in both the list and board views.

Filter

Clicking the filter button opens a pop-up window where you can configure filtering using the following default parameters:

1. Additional spendings from - Additional spendings to;

2. Total amount from - Total amount to;

3. Currency;

4. Responsible;

5. Funnel;

6. Stage;

7. Source;

8. Created at from - Created at to;

9. End date from - End date to.

The parameters ‘Created at from/to’ and ‘End date from/to’ fields can be set in two ways:

• Manually: enter the date using your keyboard in the day/month/year format (e.g., 15/06/2024).

• Via the calendar: click on the field and select the desired date from the calendar window that appears.

The ‘Additional spendings from/to’ and ‘Total amount from/to’ parameters can be configured by manually entering numeric values using your keyboard.

All other deal filtering parameters can be configured using dropdown menus.

Once you have selected the desired filters and want to apply the changes, click the Apply button.

If you wish to return the fields to their default state, click the Clear button.

To close the filtering window, click the X in the upper-right corner.

Deal List

In the deal list, there is an empty square (checkbox) next to each entry. Click it to select a specific item, or click it again to deselect it.

Once a checkbox is selected, an additional panel will appear, showing the number of selected items and the available actions for them:

List of elements on the additional panel (from left to right):

1. Archive all selected items. This button is used to move selected deals to an "archived" state in bulk. They will not be deleted from Teliqon CRM; instead, they will be moved to the archived deals page. Instructions on how to access the archived deals page can be found in this section.

2. Edit selected items. This button allows you to perform bulk editing on all selected items (deals). After clicking the Edit all selected items button, a pop-up window will appear with available mass actions:

• Bulk set ‘Responsible’ for selected deals;

• Bulk set ‘Source’ for selected deals;

• Bulk set ‘Funnel’ for selected deals;

• Bulk set ‘Stage’ for selected deals.

Only default fields can be modified in this way.

The available values for these fields are limited to the options provided in the dropdown lists.

Clear button: cancels bulk actions, closes the popup window, and clears previously selected settings.

Apply button: saves the selected settings and applies them to the previously selected clients.

Close (X) button: closes the bulk actions popup.

3. Cancel (X) button: clicking the X will deselect all checkboxes, returning them to their default empty state.

To the right of each deal, there are three action buttons:

1. Archive: this button allows you to move a deal from active to archived with a single click. Archived deals in your project can be viewed using the Archived deals button.

2. View deal card: opens the personal deal card.

3. Copy deal card link: copies the link to the deal’s personal card.

Personal deal card

By selecting the Personal deal card, you will be redirected to the specific record inside the Deal module. Instructions on how to interact with this section are available here.