{"id":615,"date":"2024-07-15T10:38:23","date_gmt":"2024-07-15T10:38:23","guid":{"rendered":"http:\/\/easy-busy.ua\/?post_type=documentation&#038;p=615"},"modified":"2026-02-03T16:37:19","modified_gmt":"2026-02-03T16:37:19","slug":"crm","status":"publish","type":"documentation","link":"https:\/\/easy-busy.ua\/en\/documentation\/crm\/","title":{"rendered":"\u041c\u043e\u0434\u0443\u043b\u044c CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">CRM \u2014 \u0446\u0435 \u0433\u043e\u043b\u043e\u0432\u043d\u0438\u0439 \u043c\u043e\u0434\u0443\u043b\u044c \u0441\u0438\u0441\u0442\u0435\u043c\u0438, \u044f\u043a\u0438\u0439 \u0441\u043a\u043b\u0430\u0434\u0430\u0454\u0442\u044c\u0441\u044f \u0437 \u0442\u0430\u043a\u0438\u0445 \u043e\u0441\u043d\u043e\u0432\u043d\u0438\u0445 \u0440\u043e\u0437\u0434\u0456\u043b\u0456\u0432: \u041f\u0440\u043e\u0434\u0430\u0436\u0456, \u041b\u0456\u0434\u0438, \u0417\u0432\u0456\u0442\u043d\u0456\u0441\u0442\u044c \u0442\u0430 \u041d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f. \u041f\u0435\u0440\u0435\u0445\u0456\u0434 \u0443 \u043c\u043e\u0434\u0443\u043b\u044c \u0432\u0456\u0434\u0431\u0443\u0432\u0430\u0454\u0442\u044c\u0441\u044f \u0437 \u041f\u0430\u043d\u0435\u043b\u0456 \u0443\u043f\u0440\u0430\u0432\u043b\u0456\u043d\u043d\u044f \u2192 \u041a\u043e\u043c\u043f\u0430\u043d\u0456\u044f \u2192 CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"opys-holovnykh-rozdiliv-crm-modulia\">\u041e\u043f\u0438\u0441 \u0433\u043e\u043b\u043e\u0432\u043d\u0438\u0445 \u0440\u043e\u0437\u0434\u0456\u043b\u0456\u0432 CRM \u043c\u043e\u0434\u0443\u043b\u044f<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1926\" height=\"1080\" data-src=\"http:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main.jpg\" alt=\"\" class=\"wp-image-1502 lazyload\" data-srcset=\"https:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main.jpg 1926w, https:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main-300x168.jpg 300w, https:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main-768x431.jpg 768w, https:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main-1024x574.jpg 1024w, https:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main-1536x861.jpg 1536w\" data-sizes=\"(max-width: 1926px) 100vw, 1926px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1926px; --smush-placeholder-aspect-ratio: 1926\/1080;\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"\/documentation\/crm\/sales\/\">\u041f\u0440\u043e\u0434\u0430\u0436\u0456<\/a> (\u0432\u043e\u0440\u043e\u043d\u043a\u0430 \u043f\u0440\u043e\u0434\u0430\u0436\u0456\u0432) \u2014 \u043c\u0456\u0441\u0442\u0438\u0442\u044c \u0443 \u0441\u043e\u0431\u0456 \u0432\u0441\u0456 \u043d\u0435\u043e\u0431\u0445\u0456\u0434\u043d\u0456 \u0456\u043d\u0441\u0442\u0440\u0443\u043c\u0435\u043d\u0442\u0438 \u0456 \u0441\u0442\u0430\u0434\u0456\u0457 \u0434\u043e\u0434\u0430\u0432\u0430\u043d\u043d\u044f \u0442\u0430 \u0432\u0435\u0434\u0435\u043d\u043d\u044f \u043f\u043e\u0442\u0435\u043d\u0446\u0456\u0439\u043d\u043e\u0433\u043e \u043a\u043b\u0456\u0454\u043d\u0442\u0430 (\u043a\u043e\u043d\u0432\u0435\u0454\u0440, \u0434\u0456\u0457, \u043a\u043e\u043c\u0435\u0440\u0446\u0456\u0439\u043d\u0456 \u043f\u0440\u043e\u043f\u043e\u0437\u0438\u0446\u0456\u0457, \u043a\u043e\u043c\u0430\u043d\u0434\u0438, \u043a\u043b\u0456\u0454\u043d\u0442\u0438).<\/li>\n\n\n\n<li><a href=\"\/documentation\/crm\/leads\/\">\u041b\u0456\u0434\u0438<\/a> \u2014 \u0430\u0432\u0442\u043e\u043c\u0430\u0442\u0438\u0437\u043e\u0432\u0430\u043d\u0438\u0439 \u0441\u0435\u0440\u0432\u0456\u0441 \u0437\u0431\u043e\u0440\u0443 \u043b\u0456\u0434\u0456\u0432 \u0437 \u0440\u0456\u0437\u043d\u0438\u0445 \u043a\u0430\u043d\u0430\u043b\u0456\u0432 \u043a\u043e\u043c\u0443\u043d\u0456\u043a\u0430\u0446\u0456\u0457 (\u0441\u0430\u0439\u0442, \u0441\u043e\u0446\u0456\u0430\u043b\u044c\u043d\u0456 \u043c\u0435\u0440\u0435\u0436\u0456, \u043c\u0435\u0441\u0435\u043d\u0434\u0436\u0435\u0440\u0438, Email-\u0440\u043e\u0437\u0441\u0438\u043b\u043a\u0438, \u0442\u0430 \u0456\u043d.). \u0422\u0430\u043a\u043e\u0436 \u0456\u0441\u043d\u0443\u0454 \u043c\u043e\u0436\u043b\u0438\u0432\u0456\u0441\u0442\u044c \u0440\u0443\u0447\u043d\u043e\u0433\u043e \u0441\u0442\u0432\u043e\u0440\u0435\u043d\u043d\u044f \u0430\u0431\u043e \u0456\u043c\u043f\u043e\u0440\u0442\u0443 Excel \u0444\u0430\u0439\u043b\u0443.<\/li>\n\n\n\n<li><a href=\"\/documentation\/crm\/reporting\/\">\u0417\u0432\u0456\u0442\u043d\u0456\u0441\u0442\u044c<\/a> \u2014 \u0437\u0440\u0443\u0447\u043d\u0438\u0439 \u0441\u043f\u043e\u0441\u0456\u0431 \u043f\u0435\u0440\u0435\u0433\u043b\u044f\u0434\u0443 \u0442\u0430 \u0430\u043d\u0430\u043b\u0456\u0437\u0443 \u0440\u0435\u0437\u0443\u043b\u044c\u0442\u0430\u0442\u0456\u0432 \u0440\u043e\u0431\u043e\u0442\u0438 \u043a\u043e\u043c\u0430\u043d\u0434\u0438 \u0437 \u0440\u0456\u0437\u043d\u0438\u043c\u0438 \u0432\u0430\u0440\u0456\u0430\u043d\u0442\u0430\u043c\u0438 \u0432\u0456\u0434\u043e\u0431\u0440\u0430\u0436\u0435\u043d\u043d\u044f \u0434\u0430\u043d\u0438\u0445 \u0442\u0430 \u043f\u0440\u043e\u0433\u043d\u043e\u0437\u0456\u0432 (\u0433\u0440\u0430\u0444\u0456\u043a\u0438, \u0442\u0430\u0431\u043b\u0438\u0446\u0456, \u0441\u043f\u0438\u0441\u043a\u0438).<\/li>\n\n\n\n<li><a href=\"\/documentation\/crm\/settings\/\">\u041d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f<\/a> \u2014 \u043a\u043e\u043d\u0441\u043e\u043b\u044c \u0434\u043b\u044f \u0434\u043e\u0434\u0430\u0432\u0430\u043d\u043d\u044f \u043a\u043e\u043c\u0430\u043d\u0434 \u043f\u0440\u043e\u0434\u0430\u0436\u0456\u0432, \u0442\u0438\u043f\u0456\u0432 \u0434\u0456\u0439, \u043f\u043b\u0430\u043d\u0456\u0432 \u0434\u0456\u0439 (\u0448\u0430\u0431\u043b\u043e\u043d\u0456\u0432), \u0441\u043f\u0435\u0446\u0456\u0430\u043b\u044c\u043d\u0438\u0445 \u043c\u0456\u0442\u043e\u043a, \u043f\u0440\u0438\u0447\u0438\u043d \u0432\u0442\u0440\u0430\u0442\u0438 \u043d\u0430\u0433\u043e\u0434\u0438.<\/li>\n<\/ul>\n\n\n<div class=\"block-note block-note--info\" id=\"block_cddc55bb4e6fdf495790f7fe05f8e628\">\n  <div class=\"block-note__container\">\n    <div class=\"block-note__inner\">\n      <div class=\"block-note__header\">\n        <div class=\"block-note__icon\">\n          <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" class=\"lucide lucide-pin\"><path d=\"M12 17v5\"\/><path d=\"M9 10.76a2 2 0 0 1-1.11 1.79l-1.78.9A2 2 0 0 0 5 15.24V16a1 1 0 0 0 1 1h12a1 1 0 0 0 1-1v-.76a2 2 0 0 0-1.11-1.79l-1.78-.9A2 2 0 0 1 15 10.76V7a1 1 0 0 1 1-1 2 2 0 0 0 0-4H8a2 2 0 0 0 0 4 1 1 0 0 1 1 1z\"\/><\/svg>        <\/div>\n                  <div class=\"block-note__title\">\u041f\u0440\u0438\u043c\u0456\u0442\u043a\u0430<\/div>\n              <\/div>\n      <div class=\"block-note__body text-content\">\n                  <div class=\"block-note__content\"><p>\u0414\u043b\u044f \u043e\u0442\u0440\u0438\u043c\u0430\u043d\u043d\u044f \u0456\u043d\u0444\u043e\u0440\u043c\u0430\u0446\u0456\u0457 \u043f\u0440\u043e \u0442\u0438\u043f\u0438 \u043a\u043e\u0440\u0438\u0441\u0442\u0443\u0432\u0430\u0447\u0456\u0432 \u0442\u0430 \u043d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u044c \u043f\u0440\u0430\u0432 \u0434\u043e\u0441\u0442\u0443\u043f\u0443 \u0434\u043e \u043c\u043e\u0434\u0443\u043b\u044e CRM, \u0432\u0456\u0434\u0432\u0456\u0434\u0430\u0439\u0442\u0435 \u0441\u0442\u043e\u0440\u0456\u043d\u043a\u0443 <a href=\"https:\/\/easy-busy.ua\/en\/documentation\/access-rights\/\">\u041f\u0440\u0430\u0432\u0430 \u0434\u043e\u0441\u0442\u0443\u043f\u0443<\/a>.<\/p>\n<\/div>\n              <\/div>\n    <\/div>\n  <\/div>\n<\/div>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"template":"","class_list":["post-615","documentation","type-documentation","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u041c\u043e\u0434\u0443\u043b\u044c CRM &#8212; EasyBusy<\/title>\n<meta name=\"description\" content=\"CRM \u2014 \u0446\u0435 \u0433\u043e\u043b\u043e\u0432\u043d\u0438\u0439 \u043c\u043e\u0434\u0443\u043b\u044c \u0441\u0438\u0441\u0442\u0435\u043c\u0438, \u044f\u043a\u0438\u0439 \u0441\u043a\u043b\u0430\u0434\u0430\u0454\u0442\u044c\u0441\u044f \u0437 \u0442\u0430\u043a\u0438\u0445 \u043e\u0441\u043d\u043e\u0432\u043d\u0438\u0445 \u0440\u043e\u0437\u0434\u0456\u043b\u0456\u0432: \u041f\u0440\u043e\u0434\u0430\u0436\u0456, \u041b\u0456\u0434\u0438, \u0417\u0432\u0456\u0442\u043d\u0456\u0441\u0442\u044c \u0442\u0430 \u041d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f. \u041f\u0435\u0440\u0435\u0445\u0456\u0434 \u0443 \u043c\u043e\u0434\u0443\u043b\u044c \u0432\u0456\u0434\u0431\u0443\u0432\u0430\u0454\u0442\u044c\u0441\u044f \u0437\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u041c\u043e\u0434\u0443\u043b\u044c CRM &#8212; EasyBusy\" \/>\n<meta property=\"og:description\" content=\"CRM \u2014 \u0446\u0435 \u0433\u043e\u043b\u043e\u0432\u043d\u0438\u0439 \u043c\u043e\u0434\u0443\u043b\u044c \u0441\u0438\u0441\u0442\u0435\u043c\u0438, \u044f\u043a\u0438\u0439 \u0441\u043a\u043b\u0430\u0434\u0430\u0454\u0442\u044c\u0441\u044f \u0437 \u0442\u0430\u043a\u0438\u0445 \u043e\u0441\u043d\u043e\u0432\u043d\u0438\u0445 \u0440\u043e\u0437\u0434\u0456\u043b\u0456\u0432: \u041f\u0440\u043e\u0434\u0430\u0436\u0456, \u041b\u0456\u0434\u0438, \u0417\u0432\u0456\u0442\u043d\u0456\u0441\u0442\u044c \u0442\u0430 \u041d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f. \u041f\u0435\u0440\u0435\u0445\u0456\u0434 \u0443 \u043c\u043e\u0434\u0443\u043b\u044c \u0432\u0456\u0434\u0431\u0443\u0432\u0430\u0454\u0442\u044c\u0441\u044f \u0437\" \/>\n<meta property=\"og:url\" content=\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/\" \/>\n<meta property=\"og:site_name\" content=\"EasyBusy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/people\/Easy-Busy\/61560716735180\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-03T16:37:19+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/\",\"url\":\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/\",\"name\":\"\u041c\u043e\u0434\u0443\u043b\u044c CRM &#8212; EasyBusy\",\"isPartOf\":{\"@id\":\"https:\/\/easy-busy.ua\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main.jpg\",\"datePublished\":\"2024-07-15T10:38:23+00:00\",\"dateModified\":\"2026-02-03T16:37:19+00:00\",\"description\":\"CRM \u2014 \u0446\u0435 \u0433\u043e\u043b\u043e\u0432\u043d\u0438\u0439 \u043c\u043e\u0434\u0443\u043b\u044c \u0441\u0438\u0441\u0442\u0435\u043c\u0438, \u044f\u043a\u0438\u0439 \u0441\u043a\u043b\u0430\u0434\u0430\u0454\u0442\u044c\u0441\u044f \u0437 \u0442\u0430\u043a\u0438\u0445 \u043e\u0441\u043d\u043e\u0432\u043d\u0438\u0445 \u0440\u043e\u0437\u0434\u0456\u043b\u0456\u0432: \u041f\u0440\u043e\u0434\u0430\u0436\u0456, \u041b\u0456\u0434\u0438, \u0417\u0432\u0456\u0442\u043d\u0456\u0441\u0442\u044c \u0442\u0430 \u041d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f. \u041f\u0435\u0440\u0435\u0445\u0456\u0434 \u0443 \u043c\u043e\u0434\u0443\u043b\u044c \u0432\u0456\u0434\u0431\u0443\u0432\u0430\u0454\u0442\u044c\u0441\u044f \u0437\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/easy-busy.ua\/en\/documentation\/crm\/#primaryimage\",\"url\":\"http:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main.jpg\",\"contentUrl\":\"http:\/\/easy-busy.ua\/wp-content\/uploads\/2024\/07\/crm-main.jpg\"},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/easy-busy.ua\/en\/#website\",\"url\":\"https:\/\/easy-busy.ua\/en\/\",\"name\":\"EasyBusy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/easy-busy.ua\/en\/#organization\"},\"alternateName\":\"EasyBusy 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