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To create a new “Company”: 1. Enter CRM. 2. Click on the “Create” button. 3. Fill in the fields. 4. Click on “Create” again. For each company...

For the convenience of managers, Zegoal provides several ready-made report templates: Tasks Tracks Movements Visits Movements, Consolidated Visits, C...

To compile a report: 1. Click on the “Reports” button. 2. Select a report type. 3. Set the reporting term. 4. Select an employee. 5. Click on the “Appl...

This block contains tools for configuring the operation of the entire system. There are four main tabs in the Administration section: 1. Directories ...

The “Administration” section contains several tabs: 1. Directories 2. Forms The “Reference Books” tab allows you to create, delete, and edit th...

At present, several directories are available, the main of which are the Staff groups and the Positions reference books. Staff Groups allows convenien...

This section contains information about all employees of your company, their location and tasks.  Click an employee's name to view or edit their pers...

The Planning module has two tabs: 1. Timeline. This tab contains information about the distribution of tasks between employees. Here you can distribu...

This feature will be useful to anyone who collects and analyses large amounts of information. The Analytics module is a flexible spreadsheet tool. At the mo...

This feature was designed for editing the existing entities (elements) of the CRM block: Company, Location, Property or Contact. You can activate/deactivate...