# Getting started 3sigma CRM is your all-in-one mobile lead management solution—your very own sales assistant on the go! 🤝\ Manage your entire sales process seamlessly with all your leads, follow-ups, and details organized in one powerful app. Say goodbye to missed leads and forgotten follow-ups! #### Before 3sigma * 📉 Managing leads manually leads to chaos and inefficiency. * 📊 Using Excel means constant updates and missed reminders. * 📝 Sticky notes can result in lost leads and deadlines. * 👀 Lack of visibility makes it hard to stay organized. * ❌ Missed follow-ups lead to lost opportunities. #### With 3sigma * 📦 Centralized platform for engaging with leads and tracking progress. * ✅ Effortless task assignment and follow-up reminders. * 🔒 100% secure data with automated backups. * 📈 Quick access to view and analyze lead information. * 🚀 Streamlined workflow is 50 times better than manual management. * 🎯 Stay organized and focus on closing more deals! *** ## **Getting Started with 3sigma CRM: Step-by-Step Guide** 🚀 #### **Follow these steps to set up and start working with 3sigma CRM effectively:** ### **1) Import or Add Your Leads** * **Quick Add**: Add leads from contacts, call logs, or through our quick lead form. * **Bulk Import**: Upload multiple leads using CSV files for quick setup. * **Auto-Sync**: Automatically import leads from platforms like Facebook and Google, streamlining your lead management. {% content-ref url="/pages/qzluN2aHYIz2hMTzMSL3" %} [Adding or importing leads](/welcome/adding-or-importing-leads) {% endcontent-ref %} ### **2) Add Your Team Members** * **Invite & Collaborate**: Add your team members and assign leads manually or set up automatic lead distribution. * **Monitor Progress**: Track team activity and performance as they begin managing leads and sales tasks. {% content-ref url="/pages/ytZkf2P0Q1W6vjc1jLGp" %} [Manage teams](/features/manage-teams) {% endcontent-ref %} ### **3) Start Contacting Leads & Managing Follow-Ups** * **Team Activity**: Team members start calling and logging interactions—view these updates in real-time. * **Communicate Efficiently**: Contact leads directly from the app using calls, WhatsApp, or emails. * **Organize & Track**: Set follow-ups, update lead status, and manage your sales pipeline easily. {% content-ref url="/pages/vNSopS0dTlnV4jN3hgop" %} [Managing lead details](/welcome/managing-leads/managing-lead-details) {% endcontent-ref %} ### **4) Customize & Share Your Content** * **Upload Brochures & Information**: Create and upload brochures, product details, and information links to share directly with leads from 3sigma. * **Auto-Sync Customizations**: Tailor your CRM by customizing forms, lead labels, and task types. All changes sync automatically across your team’s devices. {% content-ref url="/pages/ZWhZip9Jpj2OAO1d3HQm" %} [Manage content](/features/manage-content) {% endcontent-ref %} ### **5) Share Quotations & Invoices** * **Quick Quoting**: Create and send professional quotations directly from the app to speed up deal closures. * **Invoice Management**: Generate and share invoices seamlessly for faster billing and payment tracking. {% content-ref url="/pages/tLqVWtjiFFltHVWwuyAM" %} [Manage Quotation](/invoice-and-quotation/manage-quotation) {% endcontent-ref %} {% content-ref url="/pages/VKWcFBgCo94e5OdZtJYO" %} [Manage Invoices](/invoice-and-quotation/manage-invoices) {% endcontent-ref %} ### **6) Automate Follow-Up Plans** * **Create Action Plans**: Set up automated follow-up sequences for your team to ensure consistent communication and lead nurturing. * **Consistency in Follow-Ups**: Develop structured action plans so every lead receives attention and the same level of engagement. {% content-ref url="/pages/APmUNPl3ysGNg6Ou5siG" %} [Automations](/automation/automations) {% endcontent-ref %} ### **7) Set Up Automatic Engagement Messages** * **WhatsApp API & Email Integration**: Automate personalized WhatsApp and email sequences for new leads. * **Boost Engagement**: Schedule and send automatic engagement messages, reminders, and updates to keep your leads interested. {% content-ref url="/pages/DOuBtU14uiESPiYMEm2B" %} [Broken mention](broken://pages/DOuBtU14uiESPiYMEm2B) {% endcontent-ref %} ### **8) Analyze, Filter, and Improve** * **Real-Time Insights**: Gain instant insights into your sales pipeline with detailed reports and activity tracking. * **Filter & Find Leads**: Use filters to quickly locate leads by activity, source, or sales stage, ensuring you stay organized and efficient. * **Optimize Performance**: Monitor team and lead performance to continually refine your sales strategy. {% content-ref url="/pages/19X9fuqexvEH0lIkhBRH" %} [Dashboard](/features/dashboard) {% endcontent-ref %} **With these simple steps, you’ll be up and running in no time, managing your sales effortlessly with 3sigma CRM!** 💼 Here's a simpler version without losing context: *** ### **Add-On Features for Your Success** * **Caller ID**: Instantly know who’s calling from your lead list and update details right from the call screen. * **Customization**: Adjust 3sigma CRM to match your sales needs. Customize lead forms, status labels, and task types for a personalized experience. * **Duplicate Lead Management**: Automatically merge duplicate leads, keeping your database clean and organized. * **Recurring Tasks**: Set up recurring tasks for follow-ups and other sales activities to stay on top of your schedule. * **Activity Feed**: See your team’s work in real-time, all in one easy-to-view feed. * **Audio Notes**: Record voice notes for leads, ensuring you never forget important details. * **Filter & Organize**: ✅ Find leads quickly with advanced filters based on activity, source, or sales stage. ✅ Track recent activities and follow-ups easily. * **Real-Time Reports**: View instant insights into your sales pipeline with reports on calls, leads, and activities. * **Integrated Call Logs**: Manage and update call information automatically within the app. * **Share Quotations & Invoices**: Create and send professional PDFs for quotes and invoices, helping close deals faster. These features help streamline your sales process, keep your team coordinated, and ensure nothing falls through the cracks! {% embed url="" %} {% content-ref url="/pages/OD8jVoxoyRPouKWVoJ46" %} [Managing leads](/welcome/managing-leads) {% endcontent-ref %} {% content-ref url="/pages/e4pShDhLXdqKXqPv1VBK" %} [Manage task's](/features/manage-tasks) {% endcontent-ref %} {% content-ref url="/pages/8Ofg5kq7UeMGNfQ9VpLf" %} [Customizations](/features/customizations) {% endcontent-ref %} ### # Adding or importing leads \ 3sigma CRM offers multiple ways to add leads, making your sales process seamless and efficient. Whether you’re adding leads manually, importing them in bulk, capturing call logs, or using integrations, we’ve got you covered. Let’s explore each method below! 👇 ### 1. [**Adding Leads via Lead Form**](/welcome/adding-or-importing-leads/add-lead-via-leadform) **📝** **Overview:**\ Use the lead form to quickly add individual leads and capture essential information. Customize fields to match your business needs, ensuring you gather the most relevant details for effective follow-ups. 🔄 **Steps to Add a Lead via Lead Form:** 1. Go to the **Leads** tab 📂. 2. Tap the **+** button ➕ at the bottom of the screen. 3. Fill in the necessary details like the lead’s name, phone number, and other relevant fields. 4. Customize the fields as needed and tap **Save** 💾. {% content-ref url="/pages/6h2H8yx9MbfYvgBkBYNc" %} [Add lead via Leadform](/welcome/adding-or-importing-leads/add-lead-via-leadform) {% endcontent-ref %} ### 2. [**Bulk Import Leads**](/welcome/adding-or-importing-leads/bulk-import-leads-csv) **📥** **Overview:**\ Save time by importing multiple leads at once using a CSV file. Perfect for uploading data from events or existing databases! 📊 **Steps to Import Leads in Bulk:** 1. Go to the **Leads** tab 📂. 2. Tap on the **Bulk Import** option. 3. Upload your CSV file and map the columns to match the CRM fields 📑. 4. Confirm and import your leads. Your data will be automatically synced! 🔄 {% content-ref url="/pages/p47GDNE5ZQaPYap1LyO3" %} [Bulk import leads(CSV)](/welcome/adding-or-importing-leads/bulk-import-leads-csv) {% endcontent-ref %} ### 3.[ **Add Leads via Call Logs**](/welcome/calls-management) **📞** **Overview:**\ Easily convert call logs into leads by logging calls directly into the CRM. Great for keeping track of potential clients without manual entry! 🗂️ **Steps to Add Leads via Call Logs:** 1. Open the **Calls** tab 📞. 2. Select a recent call and tap **Add as Lead**. 3. Fill in any additional information if necessary and save 💾. {% content-ref url="/pages/qMPhSbXSrdStX67kKobA" %} [Calls management](/welcome/calls-management) {% endcontent-ref %} ### 4. [**Integrations**](/features/integrations) **🤝** **Overview:**\ Automatically pull leads from various platforms (like Google Ads, Facebook, or Instagram) and have them synced in 3sigma CRM. This ensures all your lead data stays organized and up-to-date! 🌐 #### **How to Set Up Integrations:** 1. Go to the **Integrations** section in the app. 2. Connect your platforms (e.g., Facebook, Google Ads) with a few taps. 3. Leads from these platforms will automatically sync into your CRM, saving you time and manual work! 🔄 {% content-ref url="/pages/lWRnZ4WfFvnrxNjz59yS" %} [Integration's](/features/integrations) {% endcontent-ref %} ### 5. [Import Google Sheet](/welcome/adding-or-importing-leads/import-from-google-sheets) Automatically pull leads from your google sheets .Import once or setup continuous sync **Steps to Import Leads in Bulk:** 1. Go to the **Leads** tab 📂. 2. Tap on the **Import from google sheet** option. 3. Select your Sheet and map the columns to match the CRM fields 📑. 4. Confirm and import your leads. Your data will be automatically synced! 🔄 **Tap below to read more details** {% content-ref url="/pages/isKkOgpqxT8Q2fJT6Wtb" %} [Import from Google sheets](/welcome/adding-or-importing-leads/import-from-google-sheets) {% endcontent-ref %} ### 6. [Import ](/welcome/adding-or-importing-leads/import-from-google-sheets)[Google contacts](/welcome/adding-or-importing-leads/google-contacts) Automatically pull leads from your google sheets .Import once or setup continuous sync **Steps to Import contacts:** 1. Go to the **Leads** tab 📂. 2. Tap on the **Import from google Contact** option. 3. Select contacts or setup auto import **Tap below to read more details** {% content-ref url="/pages/2KYOO9QUbJhUhLpHGRcU" %} [Google Contacts](/welcome/adding-or-importing-leads/google-contacts) {% endcontent-ref %} ### 7.[ WhatsApp business API](broken://pages/DOuBtU14uiESPiYMEm2B) Automatically Add new conversations as leads in 3sigma CRM using WhatsApp business API **Steps to Setup waba API** 1. Go to the **inbox** tab 📂. 2. Tap on the **Login with Facebook** option. 3. Grant permissions and setup **Tap below to read more details** {% content-ref url="/pages/Y1cE7ktzbaaOmpYPpvHy" %} [Intro- Whatsapp business API](/whatsapp-business-api/intro-whatsapp-business-api) {% endcontent-ref %} **Conclusion**\ No matter how you prefer to add leads, 3sigma CRM offers flexible and efficient options to fit your business needs. Start adding leads today and keep your sales pipeline full! 📈 For further assistance, reach out to our support team via the "More > Get Help" option in the app. # Add lead via Leadform In 3sigma CRM, creating new leads is a breeze! You can customize lead forms to fit your specific requirements, ensuring that you capture all the relevant information for effective lead management. Follow these simple steps to create and customize your leads. ## How to Create a New Lead 1. **Access the Leads Section**: * Open the 3sigma CRM app. * Navigate to the **Leads** tab. 2. **Create a New Lead**: * Tap the **+** button located at the bottom of the screen. * This action opens the lead creation form. 3. **Fill in Lead Information**: * Enter essential details such as the lead's name, phone number, and other relevant information. * Use the customizable fields to add specific information that suits your sales process. ## Customizing Lead Sources 1. **Modify Lead Sources**: * At the top of the Leads screen, you can customize the lead sources according to your business needs. * This feature allows you to ensure that leads are categorized correctly, enhancing organization and tracking. ## Editing Lead Forms 1. **Access the Edit Feature**: * Tap the **pencil (edit) icon** located at the top of the Leads screen. * This will enable you to edit the lead form to suit your requirements. 2. **Add New Fields**: * Add additional fields, such as **Sales Values**, **Notes**, and **Phone Numbers**. * Customize these fields to collect the specific data you need for each lead. 3. **Save Your Changes**: * Once you have made the necessary adjustments, be sure to save your changes to ensure that your new fields are included in the lead forms. #### For further assistance, reach out to our support team through the "More > Get Help" option in the app. # Bulk import leads(CSV) Importing leads in bulk is straightforward using our CSV feature. Follow these steps for a smooth import process: **Simple 4-Step Import Process:** 1. **📥 Download Template**: Start by downloading our CSV template from the system. This ensures your data is organized correctly and meets our format requirements. 2. **📝 Fill in the Template**: Enter your lead information into the template. The mandatory fields are **Name** and **Phone**. 3. **🛠️ Map Your Columns**: During the upload process, match your CSV columns to the lead fields in the system. * **Example**: If your CSV has a column named “Mobile Number,” map it to the “Phone” field in the system. 4. **📤 Upload and Wait**: Upload the mapped file and let the system handle the rest. The processing occurs in the background, and you'll receive a summary notification once the upload is complete. **Data and Formatting Guidelines:** * **Phone Number**: * Must be formatted correctly. For Indian numbers: * Include the country code (+91) without any spaces or special characters (e.g., +919876543210). * Alternatively, use the 10-digit format without the leading zero (e.g., 9876543210). * Avoid spaces, parentheses, or dashes. * The column for phone numbers should be formatted as 'Number' in Excel to avoid any issues during the upload process. * **Name**: * This is a required field and can include both first and last names. * **Email**: * Optional. Ensure it follows a proper email format (e.g., ). * **Number Format Fields**: * For any fields involving numbers like "Amount" or "Zip Code," ensure these are also formatted as 'Number' in Excel. > **Important**: If your lead duplication settings are disabled, the system will automatically prevent any duplicate leads from being added. By adhering to these steps and guidelines, you can avoid common issues and ensure that your leads are imported correctly every time. ## **Special Fields Guidelines** 🔹 **Assign To:** * **Use:** Assigns the lead to a specific team member. * **Formatting:** Use **"Assign To"** as the column name exactly as it is. * **Input:** Enter the **phone number** of the employee (without the country code, e.g., **9876543210**). * **Important:** The number must belong to an existing user in 3Sigma CRM. 🔹 **Status:** * **Use:** Defines the current stage of the lead (e.g., "New," "In Progress," "Closed"). * **Formatting:** The status **must match** the predefined statuses in 3Sigma CRM. * **Important:** If no value is provided, the system will **default to your CRM’s default status**. 🔹 **Label:** * **Use:** Categorizes leads for easy filtering and management. * **Formatting:** Labels must **exactly match** existing labels in 3Sigma CRM, including spelling and case. * **Important:** If a label does not exist, it will not be assigned. 🔹 **Source:** * **Use:** Identifies where the lead came from (e.g., "Facebook," "Google Ads," "Website"). * **Formatting:** The source name must be **spelled exactly** as it appears in 3Sigma CRM. * **Important:** If the source is missing, you must create it first via **Leads > + Button > Lead Form > Add New Lead Source** before importing. {% embed url="" %} {% embed url="" %} # Import from Google sheets Bulk Import Leads from Google Sheets to 3sigma CRM With the Google Sheets integration, you can easily import leads into 3sigma CRM from your Google Sheets. Whether you want to do a one-time import or set up continuous syncing, this feature streamlines the process of managing your leads. ## **Benefits of Google Sheets Integration** 1. **Effortless Bulk Import**: * Quickly import leads from Google Sheets in bulk, saving you time and ensuring that your lead database is always up to date. 2. **Continuous Syncing**: * Set up continuous syncing to automatically import new leads added to your Google Sheets. This is perfect for ongoing projects, surveys, or any service that regularly collects data. 3. **Easy Mapping of Fields**: * Map your Google Sheets column names to the corresponding lead fields in 3sigma CRM, ensuring all your data is accurately imported. ## **Use Cases for Google Sheets Integration** * **Lead Generation Campaigns**: * Import leads collected from marketing campaigns or events to quickly add them to your CRM for follow-up. * **Survey Responses**: * Sync responses from Google Forms surveys to capture potential leads and customer feedback seamlessly. * **Project Management**: * Manage leads related to specific projects or initiatives stored in Google Sheets, making it easy to track and convert them. * **Sync google form leads** * Use the import feature to import google responses connected to google sheets. ## **How to Import Leads from Google Sheets** ### **Authenticate Your Account**: * Go to [web.3sigmacrm.com](https://web.3sigmacrm.com) and log in. Navigate to the **Leads > create new leads>** * Select Import from **Google Sheets**. Click **Connect** and authenticate your Google account.
### **Select the Sheet to Import**: * Once connected, choose the specific Google Sheet you want to import leads from.
### **Map Column Names**: * Align the column names in your Google Sheet with the lead fields in 3sigma CRM. This step ensures that each piece of data is imported correctly.
### **Initiate the Import**: #### One time impor * After mapping, click **Import** to bring your leads into 3sigma CRM. #### **Set Up Auto Sync** (Optional): * After the initial import, you will be prompted to create an auto-sync. This feature will automatically scan for new rows or leads in your Google Sheet and import them into 3sigma CRM, keeping your lead list current.
By integrating Google Sheets with 3sigma CRM, managing your leads becomes more efficient, helping you focus on engaging with potential clients and growing your business. {% embed url="" %} # Google Contacts Auto Sync Google Contacts with 3sigma CRM With Google Contacts integration, you can easily import and sync your contacts from Google directly into 3sigma CRM. This helps you keep all client information in one place, with seamless updates whenever new contacts are added. ## **Why Use Google Contacts in 3sigma CRM?** 1. **Quickly Import All Contacts**: * Import your existing Google Contacts into 3sigma CRM in just a few clicks. This saves time and ensures all contacts are ready for lead tracking and follow-ups. 2. **Stay Up-to-Date**: * When you add new contacts to Google, they’ll sync automatically with 3sigma CRM, keeping your contact list current without extra effort. You can also sync them to custom lead list 3. **Centralized Contact Management**: * Keep all client and lead information in one system, making it easy to track communication and updates directly in 3sigma CRM. ## **How to Set Up Google Contacts Sync in 3sigma CRM** 1. **Connect Google Contacts**: * Go to [web.3sigmacrm.com](https://web.3sigmacrm.com) and log in. * Open **Leads** * On right top > tap create new leads > Import from google contacts * Click **Connect**. 2. **Grant Permissions**: * When prompted, allow 3sigma CRM access to your Google Contacts. This lets the CRM import and sync contacts automatically. 3. **Start Syncing Contacts**: * Once connected, your Google Contacts will sync with 3sigma CRM, so all your contacts will be available in the CRM instantly. {% hint style="info" %} You can choose to automatically sync your Google Contacts to custom Lead lists. New Google contacts are imported automatically, keeping your lists up to date without manual effort {% endhint %} ## **Disconnect and Reconnect if Needed**: * To refresh permissions or stop syncing, go to **Integrations** > **Google Contacts** and select **Disconnect**. You can reconnect anytime by following the steps above. With Google Contacts and 3sigma CRM, managing client information becomes easier, letting you focus on nurturing leads and building client relationships. # Managing leads Managing leads effectively is essential for your sales success. This guide will help you understand how to add, assign, contact, organize, and manage your leads in 3sigma CRM. ### **1. Add Leads** * **Direct Input**: Use the **Add Lead** button to enter new leads manually into the system. * **Import Leads**: If you have leads in a spreadsheet, easily import them by selecting the **Import** option and uploading your CSV file. * **Automatic Capture**: Set up your website forms to capture leads automatically, ensuring all inquiries go directly into your CRM. {% content-ref url="/pages/qzluN2aHYIz2hMTzMSL3" %} [Adding or importing leads](/welcome/adding-or-importing-leads) {% endcontent-ref %} ### **2. Assign Leads** * **Distribute Leads**: After adding leads, assign them to your sales team members. Click on the lead’s profile and select the **Assign** option. * **Automatic Assignment Rules**: You can set rules for automatic lead assignment based on criteria like location or deal size to streamline the process. {% content-ref url="/pages/hQA8TzLLNI8846C3dSZn" %} [Automatic lead distribution](/features/automatic-lead-distribution) {% endcontent-ref %} ### **3. Contact Leads** * **Integrated Communication**: Use the built-in calling, emailing, or WhatsApp features to reach out directly from the CRM. * **Log Interactions**: After each contact, log your interaction in the lead’s profile for future reference. ### **4. Create Follow-ups** * **Set Reminders**: Use the **Follow-up** feature to set reminders for future actions, such as calls or meetings. * **Custom Tasks**: Create tasks specific to each lead, like sending a proposal or scheduling a demo, to ensure you follow through on your commitments. ### **5. Filter and Sort Leads** * **Use Filters**: Apply filters to quickly find leads based on specific criteria such as deal size, status, or activity. * **Sort Leads**: Sort your leads by priority or stage in the sales process to focus on the most promising opportunities. {% content-ref url="/pages/ezh7s1aOotSj0nTyTk0U" %} [Filtering leads](/welcome/managing-leads/filtering-leads) {% endcontent-ref %} ### **6. Organize Leads in Lists** * **Group Leads**: Create lists based on common characteristics, like industry or interest, to better manage your outreach. * **Targeted Lists**: Use these lists for focused marketing campaigns or personalized follow-ups. {% content-ref url="/pages/bTMeuvaiiFm3ddV9g1jz" %} [Custom Lead list](/welcome/managing-leads/custom-lead-list) {% endcontent-ref %} ### **7. Automate Engagement** * **Email Sequences**: Set up automated email sequences for different lead types to save time and ensure consistent communication. * **Action Plans**: Create action plans for various lead scenarios to guide your engagement strategy. {% content-ref url="/pages/APmUNPl3ysGNg6Ou5siG" %} [Automations](/automation/automations) {% endcontent-ref %} ### **8. Quote and Invoice Management** * **Generate Quotes**: Quickly create quotes for your leads directly within the CRM. Customize them with relevant details and send them to leads via email or WhatsApp. * **Invoicing**: Create and send invoices to leads after closing a deal, ensuring smooth transactions and clear payment expectations. {% content-ref url="/pages/tLqVWtjiFFltHVWwuyAM" %} [Manage Quotation](/invoice-and-quotation/manage-quotation) {% endcontent-ref %} {% content-ref url="/pages/VKWcFBgCo94e5OdZtJYO" %} [Manage Invoices](/invoice-and-quotation/manage-invoices) {% endcontent-ref %} ### **9. Share Digital Cards** * **Digital Business Cards**: Use the CRM to create and share digital business cards with your leads. This helps in establishing a professional presence and makes it easy for leads to save your contact information. ### **10. Monitor and Improve** * **Review Pipeline**: Regularly check your sales pipeline to see the status of your leads and identify areas for improvement. * **Analyze Performance**: Look for patterns in lead activity and conversion rates to refine your approach and increase your success rate. {% content-ref url="/pages/19X9fuqexvEH0lIkhBRH" %} [Dashboard](/features/dashboard) {% endcontent-ref %} By following these steps, you can effectively manage your leads in 3sigma CRM, streamline your sales process, and enhance your overall productivity. *** Feel free to adjust any sections or let me know if you need further changes! # Custom Lead list Custom Lead Lists enable you to organize and manage leads independently of the main lead distribution settings. This feature provides unmatched flexibility, allowing you to align lead management with your specific business needs. *** ## **Create Custom Lead Lists** 🗂️ Any user can create a lead list to organize leads based on specific criteria such as sales stages, regions, or campaign types, tailoring lead management to your business operations. **Independent from Lead Distribution**\ Leads added to these custom lists are not governed by the default lead distribution rules, ensuring that your custom workflows remain intact. **Private or Shared Access** * **Private Lists:** Keep lists private for personal tracking and organization. * **Shared Lists:** Share access with team members for collaborative lead management. **Key Features:** * **Lead Movement:** Move or copy leads between lists as needed, offering flexibility for dynamic workflows. * **Automated Lead Import:** Automatically assign leads from integrations (e.g., LinkedIn or Google Ads) into specific lists for seamless tracking. * **Automation Rules:** Use automation to move leads between lists based on triggers such as lead status changes, labels, or source matching.\ Example: Automatically move all new LinkedIn leads into a "Social Media Leads" list for easy segmentation. ## Managing Lead Access 🔍 **Control Access Permissions**\ Grant specific team members access to view and manage all leads within a list, including those added by others. **Ideal Use Cases:** * **Managerial Oversight:** Managers or stakeholders can gain full visibility over leads in a list to monitor performance. for example you can create an area wise or job wise lead list and grant access to admin's . * **Shared Sales Responsibility:** For teams with shared sales responsibilities, this feature allows seamless collaboration on lead management. ## Distributing Leads 🔄 Lead Distribution in 3Sigma CRM allows you to automatically and equally distribute leads among selected team members within a custom list. This feature ensures a smooth and clutter-free lead management experience, making it particularly useful for telecallers or for assigning leads outside of the default list. **Key Features:** * **Round Robin Distribution:**\ Automatically and evenly distribute leads across assigned team members.\ Example: Assign 50 leads equally between two team members, ensuring each receives 25 leads for a balanced workload. * **Efficiency for Bulk Lists:**\ Perfect for telecalling campaigns or other bulk lead management scenarios. * **Dynamic Workflows:**\ Move qualified leads to other lists or reassign them based on progress in the sales cycle. ## **Ideal for Telecalling or Bulk Lists 📞** * **Efficient Lead Handling**: This feature is perfect for managing bulk lists, such as telecalling campaigns, where leads need to be distributed quickly and efficiently. * **Move Qualified Leads Easily**: You can easily manage the process by moving qualified leads to other lists or assigning them based on their progress, creating an organized and seamless workflow. By leveraging Lead Distribution within custom lead lists, you can streamline your team’s workload, ensure fair lead allocation, and maintain a clutter-free environment, boosting productivity and efficiency. ## List Automation for Seamless Organization ⚙️ **Overview**\ Automation in 3Sigma CRM makes lead management effortless. Set conditions to automatically move leads from one list to another. This feature saves time, eliminates errors, and keeps your leads perfectly organized—all without manual effort. *** #### **Why Use Automation?** * **Automagically organise your leads** * **Saves Time:** Automatically updates your lead lists so you can focus on sales. * **Reduces Errors:** Ensures leads are always in the right list without mistakes. * **Boosts Productivity:** Simplifies lead management for high-demand workflows. *** #### **How It Works** Automation works using simple rules: 1. **Set a Condition:** For example: * Lead status changes (e.g., "Interested" or "Not Interested"). * Task is completed or due. * Leads view your content or catalogues. 2. **Action Happens Automatically:** Move the lead to the appropriate list based on the condition. Once the condition is met, leads are moved instantly, keeping your lists always up-to-date. *** #### **Examples of Automation in Action** * **Contacted Leads:** Automatically move contacted leads to a specific "Contacted Leads" list. * **Interested vs. Not Interested:** Separate leads into lists based on their status for easy follow-ups. * **Quotation Follow-Ups:** Create a list for leads you’re following up with on quotations. * **Task-Based Organization:** Automatically move leads to a list when tasks are completed or for leads with upcoming tasks. * **Content Interaction:** Add leads to a list when they view your catalogues or other shared content. *** #### **Why It’s Essential** * **No Manual Work:** Leads move automatically, reducing workload. * **Always Organized:** Keep your leads sorted and ready for action. * **Improved Focus:** Spend more time closing deals and less on admin tasks. Automation helps you manage leads effortlessly, ensuring your team stays organized and productive. Let the system handle the details while you focus on growing your business! # Filtering leads Unlock the power of advanced filters to connect with the right prospects. Our mobile CRM makes it easy to filter and organize your leads. If you’re used to Excel or Google Sheets, you’ll find our tools intuitive and efficient. Quickly spot leads that need your attention. Our advanced filters help you see who requires follow-ups and who you should check in with—all with just a few taps. ### **Task Filters**: Locate leads based on whether they have tasks assigned or are lacking follow-ups, site visits, or any scheduled activities. This helps you prioritize your follow-ups effectively and ensures that nothing slips through the cracks. Identify leads based on task types or due dates, like upcoming follow-ups within the next 7 days. * **Due Dates**: Find leads with follow-ups due in the next 7 days. * **Task Types**: filter leads by task type (e.g., follow-ups, meetings) ### **Custom Field Filters**: **Excel-like Filtering**: Access all available filters easily—no hassle. Sort and organize your leads just like you would in Excel, allowing you to find leads you need quickly * Filter leads using custom fields you’ve set up, such as: * **Deal Value**: For instance, view leads with deals above 10,000. * **Property Type**: Filter leads tagged as 2BHK. * **Business Type**: Sort leads based on their classification (e.g., Retailer, Wholesaler). ### **Activity Filters**: View data around your sales activities, including calls, follow-ups, messages, quotations, and invoices. Every task generates an activity log, enabling you to review your entire team's efforts over time.: * Locate leads who were called in the last 7 days. * View leads where notes were added within a specific timeframe. * Identify leads with tasks or site visits completed in the last month. ### **🗂️ Sorting Options to Keep Leads Organized** Sort your leads as you would sort rows in a spreadsheet: * **Name**: Alphabetically sort leads by name. * **Phone**: Organize leads by phone numbers. * **Activity Date**: Sort by the most recent activity recorded for each lead. * **Follow-Up Date**: Arrange leads based on their next scheduled follow-up. * **Sale Value**: Order leads by deal or sale value. * **Custom Fields**: Sort based on any custom field (e.g., property type or business value). ### **Filter Options** * **📆 Date Added**: Filter leads by the date they were added to your CRM. * **🏷️ Labels**: Group leads using labels you’ve applied (e.g., Hot Lead, New Client). * **🆔 Status**: Filter by the lead's current status (e.g., New, In Progress, Closed). * **🌐 Source**: Identify leads by their source, like website sign-ups or ad campaigns. * **👥 Teams**: View leads assigned to a specific team in your organization. * **👤 Employees**: See which leads are assigned to individual team members. ### **🔎 Easy Search Functionality** Search through your leads as you would search in a spreadsheet: * **Search by Any Field**: Enter names, phone numbers, emails, notes, or any other detail to find leads instantly. *** ### **Additional Filters for Quick Access** * **🗂️ Unassigned**: Find leads that haven’t been assigned to a team member.\ \&#xNAN;*Helps ensure every lead is being handled and no potential client is left unattended.* * **📅 No Follow-Up Task**: Spot leads without any scheduled follow-up tasks.\ \&#xNAN;*Makes it easy to identify leads that may need your attention to keep them engaged.* * **🆕 Untouched**: Identify new leads that haven’t been contacted yet.\ \&#xNAN;*Ensures you reach out to fresh opportunities quickly, maximizing your chances of conversion.* * **📞 No Calls**: Locate leads with unsuccessful contact attempts (e.g., multiple call attempts with no answer).\ \&#xNAN;*Helps you focus on leads who may need a different approach to get in touch successfully.* * **📉 Stale Leads**: Find leads with no activity in the last 2 weeks.\ \&#xNAN;*Identifying stale leads allows you to re-engage potential clients before they forget about you.* * **🗃️ All Lists**: Search across all lead lists simultaneously.\ \&#xNAN;*Streamlines your search process, saving time when you need to find leads quickly.* * **🧹 Duplicate**: Quickly find and merge duplicate leads to keep your database clean.\ \&#xNAN;*Ensures your lead list is accurate, preventing confusion and helping you maintain clear communication.* *** ### **Why These Filters Matter for Sales** Using these filters effectively allows you to focus on the right leads at the right time, improving your chances of closing deals. They simplify your workflow by helping you identify which leads need your attention, ensuring that no opportunity is missed and your sales efforts are maximized. By keeping your data organized and up-to-date, you can work smarter, not harder, leading to better sales performance. {% embed url="" %} # Managing lead details The Lead Details page centralizes all tools to help you manage, track, and act on your leads efficiently. It provides a comprehensive view and access to key actions, ensuring you stay organized and responsive. You can track all lead activities and details in one place—see who did what, when, and identify any missed actions, helping you stay on top of every step in your sales process. *** #### **1. Contact and Share** * **Contact Leads** 📞: Reach out via phone, email, or WhatsApp directly from the app. * **Share Digital Card**: Quickly send clickable PDF cards directly from the app. * **Share Content**: Easily share documents, brochures, and marketing materials with leads. * **Share Quotations & Invoices**: Instantly create and send professional PDFs to speed up deal closures. *** #### **2. Organize and Track Leads** * **Lead Status** 🔄: Move leads through stages like new, in progress, or sold to keep your pipeline organized. * **Lead Labels** 🏷️: Use customizable labels for quick profiling and management. * **Lead Score** ⭐: Assign a score (0-100) to prioritize follow-ups based on engagement and conversion likelihood. * **Timeline** 🕰️: View the entire lead history with automatically logged activities. Employees can also manually add activities for accurate tracking. *** #### **3. Manage Lead Details and Tasks** * **Tasks** 📋: Create, assign, and manage follow-up tasks for your team members to ensure actions are taken. * **Notes** 📝: Add or record audio notes for additional lead details. * **Additional Info** ℹ️: Access all extra details related to the lead for an in-depth view. *** #### **4. File Management** * **Manage Files** 📁: Upload and organize files related to each lead for easy access. *** #### **5. Advanced Actions** * **Edit Lead Details** ⚙️: Edit lead information, save changes, or convert leads to contacts. * **Assign Tasks**: Assign tasks directly to team members for efficient follow-up. * **Lead Options**: * Move or copy leads to other custom lists. * Assign/unassign leads to team members. * Track tasks and actions performed by the team. *** #### **6. Permissions and Restrictions** * **Delete Restrictions**: Only admins can delete leads; employees can manage details but not delete them. *** #### **7. Special Features** * **DND (Do Not Disturb)** 🚫: Mark leads as DND to stop any communication attempts and prevent team members from contacting them. * **Freeze Lead** ❄️: Lock editing capabilities for leads, ensuring no changes can be made without admin approval. This organized structure helps you efficiently manage leads, ensuring effective communication, organization, and tracking while maintaining control over team actions and special settings like DND and freezing leads. {% embed url="" %} # Editing leads in bulk In 3sigma CRM, managing multiple leads efficiently is crucial for optimizing your sales process. Our bulk actions feature allows you to perform various operations on multiple leads simultaneously, saving you time and enhancing productivity. Whether you're on mobile or desktop, you can easily edit, filter, and manipulate leads in bulk. Here’s how you can make the most of these features! 📊 ### Performing Bulk Actions #### 1. **Selecting Leads** * **Mobile**: * Long press on the lead in the leads screen to enable selection mode. You can then tap on multiple leads to select them. * **Desktop**: * Click on the checkbox in the lead grid to select multiple leads at once. You can easily choose all leads or select specific ones as needed. #### 2. **Bulk Editing Leads** Once you have selected the leads, you can perform various bulk actions: * **Change Status**: Update the status of all selected leads at once (e.g., move them from "New" to "Contacted"). 📅 * **Update Labels**: Assign or change labels for multiple leads simultaneously, making it easier to categorize and filter leads. 🏷️ #### 3. **Quick Share** You can quickly share information about multiple leads: * **Bulk Share Content**: Select multiple leads and choose the option to share content through email, WhatsApp, or other messaging platforms. This feature streamlines communication and ensures consistency in messaging. 💬 #### 4. **Bulk Assignment** * **Assign Leads**: You can bulk assign selected leads to specific team members, ensuring that everyone knows their responsibilities. 👥 #### 5. **Creating Bulk Tasks** * **Bulk Task Creation**: Generate tasks for all selected leads at once, setting reminders and deadlines to stay organized. This feature helps in managing follow-ups effectively. 📝 #### 6. **Copy and Move Leads** * **Copy Leads**: Create duplicates of selected leads in your CRM, which is useful for managing leads that require similar follow-up actions. * **Move Leads**: Shift selected leads to different custom lists or categories for better organization. 📂 #### 7. **Deleting Leads** * **Bulk Delete**: Permanently remove multiple leads at once. Use this feature with caution, as this action cannot be undone! 🚫 #### 8. **Adding Leads to Automation Rules** * **Automation Rules**: Add selected leads to specific automation rules for streamlined follow-up processes. This integration enhances your efficiency in managing leads. 🔄 #### 9. **Campaigns** * **Send WhatsApp/Email Campaigns**: Launch campaigns targeting multiple leads via WhatsApp or email, increasing your outreach efforts and engagement. 📧 ### How to Access Bulk Actions 1. **Log in** to your 3sigma CRM account. 🔑 2. Navigate to the **Leads** screen. 📋 3. Select the leads you want to manipulate using long press (on mobile) or checkboxes (on desktop). 4. Choose the desired bulk action from the available options. ### Conclusion The bulk actions feature in 3sigma CRM allows you to efficiently manage and manipulate your leads, enhancing your overall productivity. By utilizing these tools, you can streamline your sales processes and ensure effective communication and follow-ups. For any questions or assistance, reach out to our support team through the "More > Get Help" option in the app. 📞 # Exporting Leads 📤 #### Exporting leads from 3sigma CRM is a simple and secure process designed for admins to manage and back up data efficiently. Whether you need to retarget, process leads, or maintain a record of your interactions, exporting leads provides you with an organized Excel dump of your data, ensuring you have everything you need at your fingertips. \#How to Export Leads 🔄# To export your leads, follow these steps: 1. **Access the Export Option** * Go to the **More** menu in the app. * Select **Settings** from the dropdown options. * Choose **Export Leads**. 2. **Receive the Excel File 📧** * After initiating the export, you’ll receive an Excel file containing all your lead data. This file will be sent to your verified email address. * Please check your spam or junk folder if you don’t see the email within five minutes. The preparation process may take some time depending on the volume of data, so be patient. #### Important Notes ⚠️ * Only users with admin permissions can access and execute the export function. If you're not an admin, contact your team admin to perform this action. * Make sure your email is verified before initiating the export. Only verified email addresses are eligible to receive the exported data. * Rest assured that your data is fully backed up and secure during the export process. 3sigma CRM follows strict data protection protocols to ensure your information remains safe. #### Why Export Leads? * **Data Backup:** Keep a secure copy of your leads for future reference. * **Retarget and Reprocess:** Easily access and retarget leads or process them using other tools. * **Efficiency:** Streamline your marketing and sales efforts with a comprehensive Excel file of all your leads. #### FAQs 🤔 1. **Who can export leads?**\ Only users with admin permissions can export leads. Make sure you have admin access before attempting to export. 2. **How long does the export process take?**\ It may take up to five minutes or longer depending on the data volume. Please check your spam folder if the email is delayed. 3. **Is my data secure during the export?**\ Yes, your data is fully backed up and protected with our security measures during the export process. 4. **What if I don’t receive the Excel file?**\ Make sure your email is verified. Check the spam or junk folder, and wait a few more minutes as the process may take time. By following these steps, you can efficiently export your lead data, ensuring it’s securely backed up and ready for further use. If you encounter any issues, contact our support team via the **"More > Get Help"** option in the app! 🌟 # Calls management ## 📞 Call Management in 3sigma CRM Manage all your calls like a pro—track, record, analyze, and convert leads with ease. The 3sigma app gives you powerful tools to stay organized and close more deals. *** ### 1. 📋 Complete Call Logs See your full call history, automatically organized with: * Names and numbers synced from your phonebook or CRM * Caller ID to identify incoming and outgoing calls—even unknown ones * Quick access to past interactions *** ### 2. 🆕 Add Leads Instantly from Anywhere Just finished a call? Add the number as a new lead directly: * From your call log * After an incoming or outgoing call * From **any screen** with our quick-add option\ No lead slips through the cracks. *** ### 3. 🔄 Manage & Follow Up with Ease From your call logs, you can: * Call or WhatsApp leads in a tap * Add notes or tags * Schedule follow-ups immediately *** ### 4. 🎙️ Call Recordings (Beta) Track conversations accurately with automatic call recordings (Android only). * Recordings are synced from your phone (if permissions are granted) * View the last sync time and playback from the lead’s profile * Please note: It may take 2–3 days for recordings to appear *** ### 5. 📊 Telecaller Performance Reports Track team and individual productivity with: * Total calls made * Answered calls * Average talk time\ Make data-driven decisions to improve your sales performance. *** ### 6. 🛠️ Automatic Activity Logging No need to enter anything manually. All call activities are: * Logged automatically in each lead’s timeline * Linked with the caller info for future reference * Synced across your team in real time *** ### 7. 🚀 Auto-Dialer for Back-to-Back Calls Boost productivity with our built-in Auto-Dialer: * Call multiple leads without delays * See lead info during the call for context * Save time, stay focused, and close faster *** ### 🔒 Your Privacy Matters * Only you can view your personal call logs * No personal data is exposed to your team * Call entries are auto-logged, but your privacy is always respected *** ### ⚠️ Important Notes * **Permissions Required:** Enable call log, contact, and storage permissions for full functionality * **Call Recording Sync:** May take 2–3 days to appear—feature is in beta * **Duplicate Leads:** Each version will reflect accurate call history * **Caller ID:** Works on both incoming and outgoing calls to help identify unknown numbers *** Let 3sigma handle your calls, logs, follow-ups, and recordings—so you can focus on closing deals, not managing data. {% embed url="" fullWidth="true" %} #### Important Notes * **Permissions Required**: To use the call log feature, ensure that you grant the app the necessary permissions to read call logs. Without this permission, the feature will not function properly. * **Sync Time**: Please be patient as it may take some time to sync call logs. We're continuously working to improve synchronization speed. * **Privacy**: All call logs are private and only visible to you, ensuring easy management and confidentiality. Only call entries are automatically logged, minimizing errors and missed entries. * **Duplicate Leads**: Be aware that duplicate leads will have call entries created in them, maintaining a clear record of interactions. # Training videos ## **Superadmin training video** {% embed url="" %} ## Employee training video {% embed url="" %} ## Using Callerid {% embed url="" %} ## Integration guides {% embed url="" %} # Changelog # 3Sigma CRM – Web App Update 🚀 Date: 07/09/2025 ## 3Sigma CRM – Web App Update 🚀 ### 🚀 Changelog – Version 2.18.174 05/06/26 This is a big one — a rollup of everything we've shipped since our last changelog, including a brand-new Orders module, calling straight from a lead, multi-number WhatsApp, and a full visual refresh across the app. #### 🧾 New: Orders Module Manage sales orders end-to-end, right inside the CRM. * Create and edit orders with line items, quantities, and live totals * Product search with on-the-fly add, taxes, discounts, and additional charges * Order status management (track an order from draft to fulfilled) * Dedicated order viewer and filterable order list * Find it under **Orders** in the sidebar #### 📞 Click-to-Call from Leads * Call a lead in one tap from the lead detail screen and the leads grid * Calls are placed through your connected calling provider and logged automatically — no manual number copying #### 💬 WhatsApp: Multiple Numbers & Coexistence * Connect and use **multiple WhatsApp numbers** from one account * Pick which number to send from in templates, broadcasts, and automations * WhatsApp **coexistence** support — keep using the WhatsApp app on your phone while the number stays connected to the CRM * Share a connected number across teammates with the new sharing flow * Channel integration buttons added directly inside the inbox conversation #### ♻️ Lead Restore * Recover accidentally deleted leads from the new **Lead Restore** option in Settings #### 🔁 Smarter Duplicate Detection * Clearer duplicate indicators on the lead detail view * Improved duplicate manager to review and merge duplicates faster #### 🧩 Multi-entry Group Fields * Group custom fields now support multiple entries (e.g. add several contacts or items under one lead) with cleaner mobile alignment #### 📊 Template Performance Metrics * See how your WhatsApp templates are performing — sent, delivered, read, and reply stats — right from the Templates screen #### ☎️ Call Logs Reports & Dashboard * Richer Call Logs report with summary stat cards (Total, Incoming, Outgoing, Missed, Rejected) * Call activity surfaced on the dashboard and in user performance reports #### ⚙️ Automation Enhancements * Improved condition builder and rule drawer * Send WhatsApp from a specific number within automations * More reliable rule execution #### 🎨 Refreshed Design System * App-wide visual refresh: consistent buttons, colors, icons, fonts, and modals for a cleaner, more uniform experience across Leads, Inbox, Templates, Broadcasts, Automation, Bots, Products, Dashboard, and more #### 🤖 AI Assistant & Smart Bots — Early Access > Rolling out to select accounts. * In-app AI assistant to help draft and act faster * AI-powered bots with a knowledge base, field mapping, and a built-in tester/simulator * WhatsApp button-trigger flows for bots #### 🛠️ Fixes & Improvements * Rebuilt Facebook lead integration for more reliable syncing * Inbox filtering rebuilt — faster and more accurate * Google / Gmail sign-in and contact import fixes * Profile, Teams, and Subscription screen fixes and polish * Invoice and Quotation refinements * Numerous stability and performance improvements throughout *** ### 🚀 Changelog – Version 2.18.82 16/03/26 ## Release Notes — v2.18.80 (2026-03-16) ### New Features #### Call Logs Report — Summary Stat Cards The Call Logs report now displays five metric cards at the top of the page showing **Total**, **Incoming**, **Outgoing**, **Missed**, and **Rejected** call counts. Each card has a colour-coded accent bar and icon so you can instantly assess call health without scrolling the table. #### User Profile — Email Change Flow Users can now change their email address from the Profile Settings page. Clicking **Change** next to the current (read-only) email reveals an inline panel where a new address can be entered. Submitting sends a verification link to the new address via `POST /api/v1/user/resend-email`; the change takes effect only after the link is clicked. #### Sales Target Goals — Target Status Filter When creating or editing a goal of type **Order**, **Invoice**, or **Quotation**, an optional **Target Status** dropdown now appears. It is populated from the organisation's own status lists (`orderStatus`, `invoiceStatus`, `quotationStatus`) and lets you scope a goal to a specific pipeline stage (e.g. "Paid invoices only"). Leaving it blank keeps the goal across all statuses. The dropdown is implemented as a portal-positioned component so it renders correctly inside the Ant Design modal's `overflow: hidden` container. *** ### Improvements #### Email Content Model — Simplified to Single Field The `EmailDashboard` content model was reworked from a dual `message` + `html` field pair to a single `message` field with an `isHtml: boolean` flag. Content is now routed to the correct editor (rich-text or raw HTML) on load by reading the flag and, as a fallback, sniffing the content for a `` + nested divs to a two-element flex container. Debug `console.log` / `logger.log` statements left from earlier development were removed. *** ### Bug Fixes * Duplicate `onClick` + `onMouseDown` handlers on the campaign-type dropdown caused events to fire twice — the redundant `onClick` handlers were removed, keeping only `onMouseDown` to prevent selection loss on blur. * `SalesTargetDashboard` edit popup now includes a **Target Status** select so existing goals with a status filter can be viewed and modified correctly. *** ### Services Added | Service | Functions | | ----------------------- | -------------------------------------------------------------------------------------------- | | `userProfileService.ts` | `resendVerificationEmail(email)` — sends a verification link for an email change | | `userProfileService.ts` | `generatePhoneOtp(countryCode, phone)` — requests an SMS OTP for phone update | | `userProfileService.ts` | `verifyPhoneNumber(countryCode, phone, otp)` — verifies OTP and saves new phone | | `callLogsService.ts` | `CallLogsTypeSummary` type + `typeSummary` / `lastCallLogSyncAt` fields on `PaginatedResult` | *** ### 🚀 Changelog – Version 2.18.78 14/03/26 ## Release Notes ### 2026-03-14 #### New Features * **Automation: WhatsApp Message Received trigger** Added new automation event `whatsapp_message_received` that fires when a new incoming WhatsApp message is received from a lead. Appears under the Communication category in the trigger picker. * **WhatsApp Coexistence Flow** All WhatsApp Business signup flows (initial connect + add phone number via profile) now include the coexistence `extras` (`featureType: whatsapp_business_app_onboarding`, `sessionInfoVersion: 3`), allowing users who already have the WhatsApp Business App to migrate their number to the API without losing history. #### Bug Fixes * **Fix: Add Phone Number overwrites existing WhatsApp integration** When connecting an additional phone number from the profile page, the frontend was making an empty `postUserIntigration` call before the Facebook auth completed, which wiped the existing integration. The empty POST is now skipped when adding a number to an already-connected account. #### Performance * **Profile API throttle increased to 30 minutes** The `getUserProfile` call in `PrivateRoute` was firing every 5 minutes on route changes. Interval increased to 30 minutes to reduce unnecessary API load. *** ### 🚀 Changelog – Version 2.18.74 04/03/26 ## Release Notes *** ### v2.18.74 — 2026-03-04 #### New * **Conversations Drawer** — view all WhatsApp conversations for a lead directly from the lead detail panel #### Improved * Dashboard filters are easier to find and use * When you pick a chatbot filter in WhatsApp inbox, you can now see which bot is selected at a glance * Add a note or task to a lead faster — shortcuts now show directly in the leads list * More columns available to show/hide in your leads table #### Fixed * WhatsApp inbox bot filter no longer lists inactive / draft bots * Lead action icon disabled states now render correctly *** ### v2.18.73 — 2026-03-03 #### New * **Lead Update via Excel** — upload an `.xlsx` file in Settings to bulk-update existing leads by ID; shows updated / not-found / failed counts * **Lead Update Settings page** — new settings section with drag-and-drop upload, template download, and per-row result reporting * **isSudoAdmin flag on team members** — admin users can now be promoted to sudo-admin directly from the Team Member form #### Improved * Role access model refined: `super_admin` always gets full admin; `admin` only gets admin if `isSudoAdmin` is set * Team Member form now exposes `isSudoAdmin` and `byOrganization` toggles with tooltip hints * Map input component cleaned up and stabilised (unique ID generation, removed stale refs) * `inputs.css` styling pass for consistency across form inputs #### Fixed * Task form crash on edit when `assignedTo` is empty — guarded with optional chaining * Task complete toggle now correctly locks after completion (one-way state, disabled when done) * CSV utility edge-case handling improved *** ### v2.18.72 — prior #### Fixed * Product-related fixes *** ### v2.18.71 — prior #### Fixed * Conversation filter bot API wired up correctly * Filter dropdown state bug resolved *** ### 🚀 Changelog – Version 2.18.73 03/03/26 ## Release Notes — v2.18.72 ### New Features * **Lead Bulk Update via Excel** — new settings panel to download a template, fill it, and upload to update leads in bulk * **Task Day Explorer** — new day-by-day task view in Follow-ups with an interactive tour * **Bot API filter in WhatsApp inbox** — conversation filter now includes a bot API option * **Sales Targets & Goals** — goal wizard, goal cards, per-user goal tracking, and a detail modal added to the Sales Targets dashboard ### Improvements #### Design System * All icons migrated from `react-icons` to `lucide-react` (brand icons kept as-is) * Every button color now uses `var(--color-primary)` — no more hardcoded hex values * Gilroy font usage standardized to CSS variables throughout the app * All hardcoded hex colors in CSS/SCSS replaced with design tokens * Toaster notifications consolidated to a single global instance #### Modals & Components * All confirmation dialogs migrated from reactstrap to Ant Design * `DynamicConfirmationModal` and legacy `confirmationModal` removed — replaced by `GenericConfirmationModal` * `FilePreviewModal`, `copyLeadToList`, `moveLeadToList` migrated to `PopupComponent` #### General * Product filter and bulk import UI improved * Role-based access checks refactored into a reusable hook * CSV import utilities cleaned up * Leads import settings panel updated *** ### Bug Fixes * **Confirmation modal** — fixed `aria-hidden` focus conflict causing a console warning loop on close * **Confirmation modal** — fixed 484ms forced reflow warning; callback now runs after modal animation * **WhatsApp inbox** — search button was broken, now works correctly * **Conversation filter** — bot API filter was sending wrong API call * **Filter dropdown** — filter bug in leads/automation causing incorrect results * **Follow-ups** — bulk "edit status" action was a no-op; now correctly calls the update API * **Settings page** — duplicate entries appearing on save, now fixed * **Team member form** — form broken on certain private routes, now fixed * **Lead details** — crash on null `assignedTo` array resolved * **Task form** — crash on `.find().displayName` when no matching user, guarded with optional chaining * **Automation** — trigger section and rule drawer errors fixed * **Google Maps input** — reinitialization loop and marker state sync issues fixed * **Lead list** — display bug affecting certain list views fixed *** ### 🚀 Changelog – Version 2.18.70 26/02/26 ## 3Sigma CRM — Release Notes *** ### v2.18.70 — Lead Import & Migration > Branch: `2.18.30` · Released: 2026-02-26 #### New Feature: Lead Import with Related Data **Settings → Lead Import** Admins can now bulk-import leads from any source — including exports from other CRMs (HubSpot, Salesforce, Zoho, etc.) or offline spreadsheets — complete with their full history: notes, tasks, and activities. Nothing gets left behind during a migration. **What's included** | Feature | Details | | ---------------------- | ------------------------------------------------------------------------------------------- | | **CRM Migration** | Import leads exported from HubSpot, Salesforce, Zoho, or any CRM that supports Excel export | | **Offline Data** | Import leads collected via field sales teams, events, or manual spreadsheets | | **Notes** | Conversation notes and internal comments travel with each lead | | **Tasks & Follow-ups** | Pending tasks and scheduled follow-ups are preserved on import | | **Activity Log** | Calls, emails, and meetings — the full activity trail is retained | **How it works** 1. **Download the template** — an Excel file with four pre-formatted sheets: `Leads`, `Notes`, `Tasks`, `Activities` 2. **Fill it in** — paste or export your data into the correct sheets following the column headers 3. **Upload** — drag-and-drop or browse to select the `.xlsx` file and click **Import Now** 4. **Review results** — a summary card shows exactly how many records were inserted, skipped as duplicates, or failed **Import result stats returned** * Leads Inserted * Notes Inserted * Tasks Inserted * Activities Inserted * Duplicates in File (rows duplicated within the uploaded Excel) * Duplicates in CRM (leads that already exist in the system) * Failed Leads **Access** Available to **Super Admins only** under **Settings → Lead Import**. *** *** ### 🚀 Changelog – Version 2.18.69 26/02/26 ### 🎯 Sales Targets You can now set, track, and manage performance targets for your entire team — all in one place. #### What's new **Set targets for your team** Assign monthly goals to one or multiple team members at once. Choose from 6 metrics: Sales Amount, Calls, Quotations, Orders, Invoices, and Leads Created. Use the bulk assign wizard to set the same target across your whole team in seconds. **Track progress in real time** The Sales Targets dashboard shows every team member's progress against their goals — with color-coded indicators so you know at a glance who's on track (green), needs attention (amber), or is behind (red). **Organisation-level overview** See rolled-up totals across your entire organisation at the top of the dashboard, alongside each member's individual performance in a sortable table. **Drill into the numbers** Hover over any metric cell to see the exact target, amount achieved, and amount remaining. Click "View Leads" on the Sales Amount column to see the individual deals that contributed to a member's target. **Month-by-month history** Use the month picker to review targets and performance for any of the past 12 months. **Edit targets anytime** Admins can update individual member targets at any time using the edit icon on each row. *** ### 🚀 Changelog – Version 2.18.46 24/02/26 #### 📅 Browse Tasks Day by Day — Guided Tour If you haven't tried \*\* Task Day Wise Explorer\*\* yet, now's the time! Switch to Day View from the Tasks page and a quick guided tour will show you around — how to scroll through days, what the coloured badges mean, how to jump to any date range, and more. Look for the glowing **"New"** badge on the Day View button. *** #### 🔃 Column Sorting Now Works on All Your Tasks Clicking the **Due Time** header in any task tab (Today, Upcoming, Overdue, Done) now sorts your full list — whether you have 10 tasks or 10,000. Previously, sorting only rearranged the tasks visible on screen. *** #### 🐛 Fixes * **Day View showed the wrong day's tasks** when switching back to it after visiting another day. Fixed. * **Task counts and badges in Day View** (overdue, done, etc.) now update the moment you complete or delete a task — no refresh needed. *** ### 🚀 Changelog – Version 2.18.41 23/02/26 #### ✨ What's New * **Listen to Call Recordings**: If your phone system (e.g. Bonvoice) records calls, you can now play the recording directly inside the lead's activity — no need to open a separate link. The call status, direction, and duration are shown alongside the player. * **Navigate Between Leads with Arrows**: Use Prev / Next arrows inside a lead to move to the previous or next lead without going back to the list. Works across pages too. * **Filter & Sort Your Activity Feed**: Quickly find what you need in a lead's activity by filtering by type — Calls, Tasks, Lead Updates, or Engagement. You can also switch between newest-first and oldest-first. * **Pin Conversations in WhatsApp Inbox**: Pin important conversations to keep them at the top of your inbox. * **See Who's Assigned in WhatsApp Inbox**: The conversation header now shows everyone assigned to a chat with their initials. * **WhatsApp Bot Preview – Templates Now Visible**: When building a bot flow that sends a WhatsApp template, the full template (header, body, footer, and buttons) now renders correctly in the preview. * **Faster Business Account Switching**: Switching between business accounts is now more reliable — your data refreshes cleanly every time. * **New Admin Controls in Organisation Settings**: Admins can now turn on/off: system mail, duplicate lead check per list, call log visibility restrictions, lead edit lock, and all-lists visibility. You can also set a custom lead sequence prefix. #### 🛠 Fixes & Improvements * Switching between Activities, Tasks, Notes, and Info tabs inside a lead now works correctly every time. * The Today / Upcoming / Overdue / Completed tabs in Follow-ups now switch reliably. * The "Add New Leads" dropdown closes properly after making a selection or clicking outside. * Editing an activity no longer causes a time error when saving. * The Add / Edit List popup no longer jumps in size when switching between tabs. * Lead source names now display correctly across all integrations. * The email content editor loads faster when composing emails. * Overall speed improvements across the Leads section — less flickering and faster responses when filtering, switching leads, and loading activities. *** ### 🚀 Changelog – Version 2.18.27 12/02/26 This release brings key improvements to the bot system, sidebar navigation, and overall stability. **🤖 Bot System Improvements** * **Visual Flow Builder**: Redesigned bot builder with drag-and-drop node editor for creating complex conversation flows. * **Template Nodes**: Send WhatsApp templates directly from your bot flows. * **Improved Preview**: Live WhatsApp-style preview while building your bot. **🎨 UI & Navigation Updates** * **New Sidebar**: Cleaner, more intuitive sidebar navigation for faster access to all modules. * **Header Redesign**: Refreshed header layout with improved responsiveness. **🛠 Bug Fixes & Stability** * Fixed edge connection issues in bot flow builder. * Improved auto-save reliability during bot editing. * General performance optimizations across the platform. *** ### 🚀 Changelog – Version 2.18.21 This release takes your CRM to the next level with a complete **Bot System overhaul**, smarter dashboards, improved lead management, and upgraded product catalog features. *** **🤖 Complete Bot System Overhaul** * **Full Bot Builder**: Create interactive questionnaires with multiple question types (text, email, phone, location, buttons, lists). * **Bot Management**: Drag-and-drop “Add Question” interface for easier flow setup. * **Bot Preview**: Live testing of bot flows before deployment. * **Bot Metrics**: Track performance and engagement with detailed analytics. * **Auto-Reply Bots**: Automatically respond to WhatsApp messages, even when you’re offline. *** **📊 Dashboard Enhancements** * **Call Logs Integration**: View complete call tracking with audio playback. * **Performance Reports**: Deeper user performance tracking and team analytics. * **Custom Field Charts**: Visualize custom data with new chart types. * **Activity Timeline**: Smarter filtering and a cleaner activity feed. * **Real-Time Updates**: Refresh dashboards anytime for live insights. *** **👥 Lead Management Improvements** * **Enhanced Lead Grid**: Faster rendering with clearer source icons and indicators. * **Bulk Operations**: Streamlined bulk actions and lead assignments. * **Advanced Filtering**: New status bar indicators for better filtering control. * **Lead Details Panel**: Better-organized information layout. * **Duplicate Management**: Detect and merge duplicate leads with ease. *** **📦 Product Catalog Upgrades** * **Product Form Redesign**: Easier product creation with improved image handling. * **Bulk Product Import**: Import multiple products with advanced field mapping. * **Category Management**: Organize and categorize products more efficiently. * **Multi-Currency Support**: Pricing with built-in tax calculations. * **Product Picker**: Smarter product selection across the platform. *** **🛠 Technical Improvements** * **MPIN Authentication**: Secure 4-digit PIN login system. * **Google Integration**: Better Sheets & Drive picker functionality. * **Template Personalization**: More powerful message template customization. * **Performance Optimizations**: Faster load times across all modules. * **Error Handling**: Clearer feedback and improved error recovery. ### 2.18.6 *** ### 🚀 Your CRM Just Got Better: Faster, Smarter, and More Convenient We’ve packed this release with new features, performance boosts, and quality-of-life improvements. Here’s what’s new: *** **🔁 Clone Automation Rules** Quickly duplicate your existing automation rules—save time and keep your setups consistent. **🛠 Automation & Performance Fixes** Automations are now more reliable, dashboards and lead lists load faster, and your screen state is preserved. Plus, dashboards have a **Refresh** button for real-time updates. **📲 Web Notifications** Get instant alerts directly in the web app—never miss a lead update again. **🤖 WhatsApp Auto-Reply Bots** Your bots can now respond automatically to WhatsApp messages, keeping leads engaged even when you’re offline. **🔍 Global Search** Search your entire lead database at once—find any lead instantly. **💰 Manual Sale Values** Manually set sale values for better control and accurate pipeline tracking. **📊 New Dashboard Reports** More insights with new reports and improved visual charts. **💬 WhatsApp Inbox Enhancements** A cleaner, faster inbox for smoother lead conversations. **📂 Upload & Share Multiple Files** Upload and send multiple files at once—save time when sharing content with leads. **✅ Task Screen Improvements** Faster task management with new quick actions and a more intuitive layout. *** #### 🌟 Major Features Recently Added **1. Bot / Chatbot System** ✅ Active * Fully functional bots for automated engagement * Interactive questionnaires for lead capture * Easy “Add Question” interface * Smooth navigation with back-to-top option * Manage multiple bots with a single view **2. MPIN Authentication** ✅ Active * Log in securely using a 4-digit PIN instead of a password * MPIN setup guide for new users * Post-login MPIN configuration option * Multiple PIN login flows for convenience **3. Google Integration Enhancements** ✅ Active * Google Picker for seamless file selection * Google Sheets picker for quick data import * Better Google Drive file access & uploads * Improved integration with Google Workspace **4. App Version Updates** ✅ Active * Updated to **v2.18.6** (latest stable) * Performance boosts & faster load times * Bug fixes and stability improvements * Small UI tweaks for a smoother experience *** #### v2.16.0 This release makes your CRM faster, smarter, and even more convenient. Here’s what’s new: 🔁 **Clone Automation Rules**\ Easily duplicate existing automation rules to save time and maintain consistency. 🛠 **Automation & Performance Fixes**\ Various fixes to make automations more reliable and dashboards/leads faster by preserving their state. Plus, dashboards now have a refresh option for real-time insights. 📲 **Web Notifications**\ Get notified instantly on the web app—never miss important updates again. 🤖 **WhatsApp Auto-Reply Bots**\ Your bots can now reply automatically to WhatsApp messages—engage leads even when you’re offline. 🔍 **Global Search**\ Search across your entire lead list—find what you need, when you need it. 💰 **Manual Sale Values**\ Set sale values manually for better pipeline control and tracking. 📊 **New Dashboard Reports**\ More insights at your fingertips with added reports and smarter visualizations. 💬 **WhatsApp Inbox Enhancements**\ Improved inbox design and performance for smoother conversations. 📂 **Upload & Share Multiple Files**\ Upload multiple files in one go and share content with leads effortlessly. ✅ **Task Screen Improvements**\ Quick actions for tasks make managing your day faster and more intuitive. ### 2.15.8 #### 🚀 What's New in 3sigma v2.15.8 This update is all about speed, precision, and control. From smarter automations to upgraded imports—here’s what’s new: **📥 Smarter Imports** **Google Sheet Integration (All-New!)**\ Connect Google Sheets directly for instant lead sync—no downloads needed. **CSV Bulk Import Wizard**\ A fresh, streamlined import experience for faster and more accurate data uploads. **🕒 Time-Based Task Automations** Schedule messages before or after key events like site visits, follow-ups, or meetings. Great for reminders, nudges, or updates—automated and on-time. **✉️ Better Email & WhatsApp Campaigns** * **HTML Template Support (Improved):** Your custom designs now render beautifully with enhanced formatting support. * **WhatsApp Template Tracking:** See how your WhatsApp templates are performing—opens, responses, and more. * **Unsubscribe Links (Auto):** Built-in for every email campaign, keeping you compliant and hassle-free. **🧩 Lead Grid, Simplified** * **Column Management (Improved):** Show, hide, and reorder columns easily. * **Inline Label Editing:** Edit lead labels directly from the grid—no need to open each lead. * **URL & Multiple Email Fields:** Add clickable links and store multiple email addresses per lead. *** **🛠 Bug Fixes & Performance** * General performance improvements across the board. * Minor bug fixes to keep everything smooth and stable. *** Update now and experience a faster, more powerful 3sigma. Need help? Check out our updated **Help Center** or contact support right from the app. *** ### 2.15.4 🚀 New Features **🧩 Lead Management Made Simpler** * **Quick Actions from Lead List** – Assign leads and change their status without opening each one. * **Smarter Filters Everywhere** * **All-New Filter Experience** – Redesigned for speed and clarity. Easier to use, faster to apply. * **Applied Filter Bar** – Instantly see which filters are active. Remove or tweak them in one tap. * **Custom Field Filtering** – Filter leads by your own custom fields like location, lead type, or priority. * **Call-Based Filters** – Find leads based on the number or duration of calls—great for identifying high-engagement leads. * **Cleaner Activity Display** – "Last Activity" now shows up in a much clearer and organized way. * **Better Column Control** – Show, hide, or rearrange columns in the lead grid the way you want. **💬 WhatsApp Upgrades** * **Improved Chat View** – Faster, smoother WhatsApp chats with leads. * **Media Support** – Preview and download images, videos, and other files sent via WhatsApp API. * **Bulk WhatsApp Sharing** – Select multiple leads and send a WhatsApp template in one go. **📧 Email Campaigns Just Got Better** * **HTML Template Import** – Bring your own HTML designs directly into 3sigma. * **Live Previews** – See how your emails will look before sending. * **Auto Unsubscribe Links** – Compliance made easy—unsubscribe links are now automatically included. * **Campaign Controls** – Pause, cancel, or reschedule email campaigns anytime. **🧾 Sales & Quoting** * **Convert Quotes Instantly** – Turn quotes into invoices or orders in one click. * **Add Products to Leads** – Track interests, share a catalog, and generate quotes/invoices easily—all from one place. *** **🛠️ Bug Fixes** * General performance improvements and minor fixes to keep things running smoothly. ### 2.2.14 This update brings you two powerful additions to help you manage leads smarter and gain deeper insights into your sales flow. 📞 **Google Contacts – 2-Way Sync**\ ✅ Seamlessly sync your 3Sigma leads with your Google Contacts—and vice versa.\ ✅ Keep your contacts updated automatically across both platforms.\ ✅ Say goodbye to manual contact updates! 📊 **New Lead Reporting & Visual Insights**\ ✅ Generate quick reports directly from the Leads Grid.\ ✅ Filter and visualize leads by *Created Date*, *Status*, and *Label*.\ ✅ View data in easy-to-understand graphs and spot trends faster.\ ✅ Got location data in your leads? You can now **visualize them on a map** too!\ ✅ We’re also working to extend support for more **custom fields**, giving you even more control and insights into your sales data. Smarter sync, clearer insights, and faster decisions—3Sigma keeps getting better! ### **3Sigma CRM - Version 2.15.2 🚀** 19/04/25 From smarter campaign control to enhanced lead management—this update gives you more power to organize, automate, and convert with ease! 📧 **ZeptoMail Integration**\ ✅ Launch email campaigns directly via ZeptoMail.\ ✅ Set daily send limits for better control.\ ✅ Easily spread campaigns across multiple days. 📊 **Facebook Campaign & Lead Form Visibility**\ ✅ See Facebook Campaign and Lead Gen Form names directly in the Lead Grid.\ ✅ Get better context and faster lead qualification at a glance. 🧠 **Advanced Automation Conditions**\ ✅ New condition blocks to define custom triggers with precision.\ ✅ Now available in both Automations and Lead Lists for powerful auto-organization. 🎯 **Retargeting from Campaign Grid**\ ✅ Instantly filter and retarget leads for follow-up campaigns.\ ✅ Smarter re-engagement without leaving the campaign view. 🛍 **Product Management Overhaul**\ ✅ Add and manage products from the web app.\ ✅ Bulk-add functionality for quick catalog building. 🔧 **Bug Fixes & Performance Tweaks**\ ✅ Smoother experience with key bug fixes and speed improvements. Take control, automate smarter, and drive conversions like never before! 🚀 ### ### 3Sigma CRM - Version 2.14.0 🚀 27/03/25 Smarter automation, enhanced grid controls, and a brand-new lead form experience—this update makes managing leads, orders, and automation smoother than ever! 📋 **Direct Editing from the Grid**\ ✅ Update statuses and labels directly from the grid—no extra steps needed.\ ✅ Faster lead management with inline editing. ⚡ **Advanced Automation Enhancements**\ ✅ New trigger conditions for **Lead List Automations** for more precise control.\ ✅ Expanded **Automation Triggers** with improved flexibility.\ ✅ Added **Order, Quote, and Invoice Events** for seamless workflow automation. 📝 **New & Improved Lead Form**\ ✅ Optimized UI for a smoother lead entry experience.\ ✅ Faster, more intuitive interactions for quick data input. 🔧 **Bug Fixes & Performance Boosts**\ ✅ Further speed and stability improvements across the app.\ ✅ Addressed multiple bugs for a hassle-free experience. Take control of your sales and automation like never before! 🚀 ### ### **3Sigma CRM - Version 2.13.0 🚀** **17/03/25** A brand-new content experience, smoother workflows, and a revamped UI—this update takes content creation, searching, and importing to the next level! 📄 **Revamped Content Experience**\ ✅ Faster, smoother content creation and searching.\ ✅ Fully reworked UI for a more intuitive experience. 💬 **Better WhatsApp & Template Selection**\ ✅ Improved UI for selecting templates seamlessly.\ ✅ Faster and more efficient WhatsApp interactions. 📊 **Google Sheets Import Upgrade**\ ✅ Enhanced import process for better accuracy and ease. 🔧 **Bug Fixes & Performance Boosts**\ ✅ Squashed multiple bugs for a smoother experience.\ ✅ Overall app speed and stability improvements. Enjoy the latest improvements and manage your sales effortlessly! 🚀 ### ### **3Sigma CRM - Version 2.12.0** 🚀 12/03/25 Smarter workflows, better insights, and a more seamless experience—this update enhances how you manage leads, quotes, tasks, and conversations. 📥 **Lead Sharing Made Easy**\ ✅ Share leads from the web to the mobile app instantly.\ ✅ Open lead details directly in the app for quick access. 📄 **Quote & Invoice Management from Web**\ ✅ Create, manage, and share quotes and invoices directly from the web. 🔹 **Conversations & Automations**\ ✅ A dedicated **Automations Tab** for better control over automated workflows. 🎙 **Task & Activity Upgrades**\ ✅ Play recorded **audio notes** in tasks directly from the web.\ ✅ Improved UI for activity tracking. This update makes 3Sigma CRM more intuitive and efficient—enjoy the new experience! 🚀 ### Web Version 2.9.0 Smarter insights, better automation, and a more refined experience—this update makes 3Sigma CRM even more powerful and seamless. 🚀 **ENHANCED DASHBOARD REPORTS**\ ✅ New and improved visuals for better data representation.\ ✅ Clearer insights to track performance at a glance. 🤖 **AUTOMATION METRICS UPGRADE**\ 🔹 Track automation efficiency with new metrics: * Total runs * Leads handled * Actions performed 📅 **TASK MANAGEMENT REDEFINED**\ ⚡ **Smoother Task Creation & Updates** – A refined form for faster and more intuitive task management.\ 🎯 **Better Time Selection** – Set task times effortlessly with an improved selector.\ 🎙️ **Audio Notes on Web** – Listen to recorded notes directly from your browser. 📌 **ACTIVITY UI IMPROVEMENTS**\ ✨ Cleaner, more user-friendly design for better navigation. 🐞 **BUG FIXES & PERFORMANCE BOOSTS**\ ✔️ Smoother, faster, and more reliable experience across the board. Enjoy a smarter, more efficient CRM experience with 3Sigma! 🚀 ### 2.8.0 Faster, smoother, and more efficient—this update brings powerful enhancements to speed up your workflow and improve usability. 🚀 **FASTER LEAD MANAGEMENT**\ ✅ **Instant Grid Loading** – Leads now load faster in the grid view for seamless browsing.\ ✅ **Quick Lead Details** – Open lead details instantly without delays.\ ✅ **Optimized Layout** – A refined design makes lead management easier than ever. 🔍 **ENHANCED SEARCH & NAVIGATION**\ 🔹 **Integrated Search Experience** – Find leads, tasks, and campaigns with an improved search function.\ 🔹 **Fixed Bottom Navigation** – Navigate smoothly with a refined bottom menu for quick access. 📅 **TASK MANAGEMENT UPGRADES**\ ⚡ **New Task Creation Experience** – A redesigned task screen makes adding and managing tasks effortless. 📧 **EMAIL PERSONALIZATION**\ ✨ **Dynamic Placeholders** – Personalize emails with images and customized content for better engagement. This update is all about speed and efficiency—enjoy a smoother experience with 3Sigma CRM! 🚀 ### 🔹**VERSION 2.7.0** 🔹
*** **🎯 BULK DUE DATES** Update task due dates effortlessly: * **One-Click Updates**: Change due dates for multiple tasks in one go. * **Auto-Rescheduling**: Automatically adjusts tasks to the current time for seamless planning. *** **📊 AUTOMATED REPORTS** Stay updated with your team’s progress: * **Daily Sales Reports**: Get email updates with key sales data delivered right to your inbox. * **Easy Opt-In**: Set it up quickly and start receiving reports right away. *** **⚡ PERFORMANCE IMPROVEMENTS** * **Bug Fixes**: Improved app stability for smoother performance. * **Faster Load Times**: Spend less time waiting and more time working. *** 📌 **LIST MANAGEMENT** Organize your leads better for faster access: * **Pin Lead Lists**: Quickly find and access your most-used lists. * **Delete Lists**: Remove old or unused lists to keep your workspace clean. **🎨 INTERFACE IMPROVEMENTS** Enjoy a refreshed look and smoother experience: * **New Sidebar Design**: Easy-to-use layout for faster navigation. * **Advanced Filters**: Find tasks by team, due date, or priority. * **Interactive Lead Tour**: A step-by-step guide to get started quickly. * 📈 **Campaign Updates** \ ✔ Added **Reply Rate** in the Campaign View Details for better performance insights. ### 2.6.0 ### New Task Grid 🗂️ Experience a refreshed **Task Grid** with a better design, making task management more intuitive and visually appealing. ### Bulk Actions for Tasks ⚡ Save time and effort with new bulk action capabilities: * **Change Due Date**: Update due dates for multiple tasks at once, ensuring timely follow-ups. * **Mark as Completed**: Quickly mark multiple tasks as done in one go. * **Assign Tasks in Bulk**: Delegate tasks to team members effortlessly by assigning them in bulk. * **Delete in Bulk**: Remove multiple tasks simultaneously to keep your workspace organized. These enhancements are designed to give you greater control and efficiency in task management #### **Using Bulk Selection with Action Menu** * Select multiple tasks at once using checkboxes. * An **auto-appearing action menu** allows actions such as: * Changing due dates. * Reassigning tasks to team members. * Marking tasks as completed. * Deleting unnecessary tasks. * To deselect, uncheck the tasks or click **"Reset"**. 1. **Enhanced Task Filters** * Added advanced filtering options: * **By Teams** to view tasks assigned to specific groups. * **By Team Member** for tasks owned by individuals. * **Due Date Filter** for tasks today, upcoming, or overdue. * **Task Assign Filter** to sort by assigned or unassigned tasks. * **Task Type Filter** to focus on follow-ups, renewals, or service requests. 2. **Streamlined Task Sorting** * Organize tasks by **due date, type, or priority** with new sorting options. *** **UI/UX Enhancements** 1. **Redesigned Task Management Layout** * Improved interface to display more tasks at once without overwhelming the user. * Auto-appearing menus streamline task actions. 2. **Simplified Reset and Apply Buttons** * Easily reset filters or apply them with clear buttons in the filter panel. 3. **Hover Tooltips for Actions** * Added tooltips to guide users on what each action does. *** **Performance Improvements** 1. Faster loading times for the **Task List View**. 2. Optimized backend processing for bulk task updates. *** **Real-World Scenarios** Here’s how these features can help in your daily operations: **Scenario 1: Clearing Overdue Follow-Ups** * Use the **Task Filter** to find all overdue follow-ups. * Bulk-select them and update their due dates or reassign them to team members. **Scenario 2: Monitoring Team Workloads** * Filter tasks by **Team Member** to see what each person is working on. * Reassign tasks to balance workloads if needed. **Scenario 3: Preparing for Renewals** * Use the **Task Type Filter** to view upcoming renewals. * Update due dates, assign tasks, or mark completed renewals using bulk actions. ### **Version 2.5.0** We’re excited to announce the release of **Web Version 2.5.0**, packed with new features, enhancements, and fixes to make your experience smoother and more efficient. Here’s everything you need to know * **Enhanced Quick Filters:** Access status, labels, and team member filters directly from the leads screen * **Improved Campaign Management:** View lead details directly from campaign screens * **Streamlined Exports:** Export leads directly from both leads and campaign screens * **System Improvements:** Various bug fixes and performance enhancements ### **Version 2.4.0** We’re excited to announce the release of **Web Version 2.4.0**, packed with new features, enhancements, and fixes to make your experience smoother and more efficient. Here’s everything you need to know: *** **Multi-Business Switching 🏢** Effortlessly switch between multiple businesses directly from the app. This feature ensures you can manage multiple ventures seamlessly without logging in and out, making business management more intuitive than ever. *** **Enhanced Lead Management 🔍** * **Improved Search Experience:** Quickly find the leads you’re looking for with our revamped search functionality, offering faster and more accurate results. * **Improved Loading Speeds:** Enjoy a faster, more responsive interface while navigating through leads and lists. * **New Lead List Automation:** Define custom conditions to automatically organize your leads into specific lists. Save time and keep your CRM structured effortlessly. * **Special Quick Filters for Leads:** Access frequently used filters instantly, making lead segmentation and tracking a breeze. * **Duplicate Manager:** Identify, merge, or delete duplicate leads easily with the new Duplicate Manager. Keep your database clean and efficient. * **Improved Bulk Actions:** Perform actions on multiple leads at once with enhanced efficiency. *** **Campaign Management Upgrades 📊** * **New Campaign Management Features:** Take control of your campaigns with new tools to improve targeting and delivery. * **Enhanced Metrics for Campaign Delivery:** Gain deeper insights into your campaign performance with additional delivery metrics. * **Error Reasons for Failed Campaigns:** Understand why a campaign failed with detailed error messages, enabling you to troubleshoot and optimize faster. * **Export Campaign Leads:** Easily export leads associated with specific campaigns for better analysis and follow-up. * **Search and Filter by Individual Status or Message Type:** Fine-tune your campaigns by filtering messages based on status or type, giving you granular control over campaign management. *** **Improved File Handling and Exports 📂** * **Select to Export Leads:** A new feature allows you to select specific leads for export, offering greater flexibility in data management. * **Drag and Drop for CSV Uploads:** Simplify importing leads by dragging and dropping your CSV files directly into the app. *** **Bug Fixes and Other Improvements 🛠️** * **Email Template Bug Fix:** Fixed an issue that prevented email templates from functioning as expected, ensuring smoother email campaigns. * **Sign-Ups from Desktop App:** New users can now sign up directly from the desktop app for greater accessibility. # Mobile app 📢 What's New ## Mobile app 2.2.22 **What’s New in 3sigma CRM 🚀** * 🛍️ Add products to leads to track their interests * 📤 Share catalogues in one tap with trackable links * 🔄 Convert catalogues to quotes, orders, or invoices instantly * 🧾 Better and faster product experience * ⚠️ Get full details when a duplicate lead is found * 💬 Send WhatsApp messages from any app — choose WhatsApp or Business * 🛠️ Bug fixes & smoother UI ## Mobile app 2.2.19 🚀 **New Features Pin Lead List** – Keep important leads at the top for quick access. **Notification Tester** – Check if your notifications are working. **Easy Sharing with Tracking** – Share invoices, quotes & orders as trackable links. **Attach Images to Links** – Add images to invoice, quote & order links. **🔍 Improvements Smoother Experience** – Improved design & navigation. 🛠️ Bug Fixes Performance upgrades & minor fixes. ## Mobile app 2.2.18 ### 🚀 New Features * **New Dashboard View** – A fresh, improved design with better insights. * **Employee Location Tracking** – Track your team's locations and view reports right from the dashboard. * **Order Management** – Easily create and manage customer orders. * **Lead Distribution Rules** – Set up custom rules to automatically distribute leads to your team. * **Multi-Business Support** – Manage multiple businesses separately with different leads, teams, and follow-ups. * **Bulk Lead Automation** – Apply automation rules to multiple leads at once for easier workflow management. * **Revamped Quotation System** – Customize your quotes, invoices, and orders. Add terms, bank details, and choose what fields to show. * **Custom Organization Profile** – Set up company details for your quotations, invoices, and order PDFs. * **File Uploads for Pages & Tasks** – Attach PDFs, videos, and other files to pages and tasks for better organization. ### 🔍 Improvements * **Better Task Filters** – More filtering options to help you find tasks easily. * **More Customization for Quotes, Invoices & Orders** – Personalize fields and details as needed. ### 🛠️ Bug Fixes * Various performance improvements and fixes for a smoother experience. # Weekly updates ## 20th April 2025 **Smarter, sharper, and more connected — this update brings big improvements to reporting, integrations, and communication.** 📊 **ENHANCED TEAM REPORTING**\ ✅ **Daily Team Insights** – Get automatic daily reports with detailed, per-user performance data.\ ✅ **Full Visibility** – Stay on top of your team’s efforts with insights delivered straight to your inbox. 🔔 **NEW INTEGRATIONS**\ 🔹 **IndiaMART Push API** – Receive real-time lead alerts as soon as prospects inquire.\ 🔹 **ZeptoMail Integration** – Send bulk email campaigns and automated sequences effortlessly.\ 🔹 **Google Contacts Sync** – Two-way sync with your Google account. Automatically import leads from Google Contacts and sync your 3sigma leads back to your phonebook — always up-to-date. 📞 **CALL RECORDING IMPROVEMENTS**\ ✨ **Better Sync & Playback** – Enjoy smoother call recording uploads and faster access from lead details. 🌐 **MULTI-CURRENCY SUPPORT**\ 💱 **Global-Ready CRM** – 3sigma now supports multiple currencies for better tracking and reporting across regions. # Auto dialler The Auto-Dialer simplifies your daily sales calls, whether for cold outreach or follow-ups. Easily find the leads you need and combine it with a saved filter to start dialing your call list effortlessly! ## Getting Started with the Auto-Dialer {% embed url="" %} ### **Access the Auto-Dialer** 1. Navigate to your **Lead home** within the 3sigma CRM app. 2. Tap the **Auto-Dialer** button on right top to initiate the calling process. ### **Filter Your Leads** * Before starting, filter your leads based on specific criteria (e.g., location, status, priority) to ensure targeted outreach. ### **Review Lead Information** * Once the Auto-Dialer is activated, you’ll have a moment to review the relevant lead details, including: * Previous interactions * Notes * Current status * After the call disconnects, you have some time to review (typically 30 seconds), but you can increase or decrease it to suit your work style. After the timer reaches zero, the next lead number will be dialed automatically. *** ### Why Use the Auto-Dialer? * **Automatic Calling**: No need to copy or enter numbers manually—calls are dialed automatically, allowing you to focus on the conversation. * **Effortless Call Logging**: Forget about manual logging; it’s done for you, so you can concentrate on engaging with leads. * **Next Call Prep**: After each call, take a brief pause (default 30 seconds, adjustable to 15 seconds) to prepare for the next lead. * **Seamless Calling**: Make calls one after another without interruption. Stay in the conversation flow and maximize productivity. * **Flexible Options**: Easily pause, end, or skip leads to adapt your workflow as needed. * **Combine with Automation**: Pair the Auto-Dialer with automation features for a truly powerful sales experience. * **Increased Efficiency**: Spend more time engaging with leads and less time dialing! * **Reduced Errors**: Minimize misdialing and target your outreach effectively, enhancing the quality of your calls. The Auto-Dialer transforms your calling process into a streamlined, efficient experience! # Manage content With our Content feature, you can seamlessly share and track important information like brochure's images and product info with your leads, making your communication process smoother and more efficient. They are automatically personalized with lead details Here's how you can make the most of it: **🔄 Share Messages, Brochures, and Property Details** Effortlessly share trackable product brochures, property listings, or custom messages with your leads. * 📝 **Track Activity:** Know when your content is shared or opened by leads. * 👥 **Team Access:** All shared content is accessible to your team, so you never have to copy-paste messages again. **🌐 Create and Share Landing Pages** Build captivating landing or trackable web pages with images, descriptions, YouTube videos, and addresses. * 🔗 **Personalized Links:** Automatically personalize and share these pages as links. * 📲 **Instant Notifications:** Receive alerts when leads open the pages and enable them to contact you directly. * 📢 **Bulk Sharing:** Easily share pages with multiple leads at once to expand your reach. **📁 Share Trackable Files** Share links to important files like PDFs or images directly with your leads. * 📊 **Tracking and Notifications:** Get notified when these links are opened. * 📌 **Personalized Sharing:** Ideal for sending product information, service details, or other important documents. * send via trackable links or direct files **💬 Craft Personalized Messages** Create tailored messages for reminders, greetings, or updates. * 🚀 **One-Tap Sharing:** Make content sharing simple with just a tap, ensuring timely and effective communication. **📧 Auto-Personalized Email Templates** Create and use personalized email templates for various needs. * 🖋️ **Email Campaigns:** Use templates for email campaigns and automated engagement workflows. * 🤖 **Automation Ready:** Easily set up these templates in your automation for personalized follow-ups or promotional messages. * ✉️ **Simple Email Sending:** Send emails quickly using your pre-built templates, ensuring a consistent and professional approach. {% embed url="" %} # Manage task's The Task Reminder feature in 3Sigma CRM is designed to help you manage your tasks effortlessly and boost your productivity. With this feature, you can create, organize, and track tasks efficiently, ensuring you stay on top of follow-ups, meetings, and important activities. Here's an in-depth look at how it works: ### **1. Key Features** * **Task Organization & Assignment**: Assign tasks to yourself or team members. Organize tasks by type, and set reminders to ensure follow-ups, meetings, and other activities are never missed. * **Customizable Task Types**: Define task types that fit your business needs, such as: * **Follow-ups**: Track interactions with leads and clients. * **Meetings**: Schedule appointments and team discussions. * **Calls**: Monitor calls that need to be made or received. * **Site Visits**: Plan and track fieldwork or inspections. * You can also create fully customized task types with fields relevant to your business. ### **2. Flexible Reminder System** * **Custom Reminders**: Set reminders at specific intervals, like 15 minutes before a task is due or receive daily summary reminders (morning and afternoon) to keep track of both upcoming and overdue tasks. * **Automatic Status Updates**: * **Overdue**: Tasks automatically move to the ‘Overdue’ category if not completed by the deadline. * **Due Today & Upcoming**: Tasks are categorized to help you prioritize your workload for the day or the upcoming period. * **Completed**: Mark tasks as completed once they are done, helping maintain an organized and up-to-date task list. ### **3. Comprehensive Task Management** * **Organizational Overview**: Get a holistic view of tasks across your organization, allowing you to monitor team activities and deadlines. * **Filtering Options**: Easily filter tasks by team member, task type, or due date. For example, view all ‘site visits’ scheduled in the next two days or filter by overdue tasks assigned to a specific team member. ### **4. Task Details & Custom Fields** Customize the fields for each task to ensure you capture all the necessary information: * **Task Type**: Choose from predefined types (e.g., Follow-up, Meeting, Call) or create your own. * **Due Date & Time**: Set specific deadlines, with an optional time field if needed. * **Assigned To**: Assign tasks to the appropriate team member. * **Repeat**: Set recurring tasks for ongoing activities. * **Notes**: Add important details, instructions, or reminders for each task. * **Notes History**: Track updates and changes to each task, providing a clear log of activities. * **Completion**: Easily mark tasks as completed when finished. ### **5. Customized Task Sync Across Team Members** * Once task types are customized for your workflows, they automatically sync across all team members' accounts, ensuring everyone has the most up-to-date information and formats. ### **6. Streamlined Task View & Workflow** * **Organized Task Categories**: Tasks are clearly categorized as ‘Due Today,’ ‘Overdue,’ and ‘Completed,’ giving you an organized view to manage your workload efficiently. * **Daily Summary**: Receive two daily summary reminders to keep you on track and boost efficiency. ### **Example Task Types & Use Cases** * **Lead Follow-up**: Track important conversations and set reminders for the next steps. * **Client Meeting**: Schedule meetings with location details, agendas, and follow-up actions. * **Product Demo**: Plan product demonstrations with fields to capture prospect information, demo time, and feedback. With 3Sigma's Task Reminder feature, managing your tasks becomes simple and effective, ensuring you stay organized, complete follow-ups on time, and streamline your workflow for maximum productivity. *** ## Task customization
{% embed url="" %} # Automatic lead distribution **🔄 Lead Distribution Methods** Efficient lead distribution ensures your team responds quickly to inquiries. Here’s how you can manage your leads effectively: ### **1. Manual Lead Distribution** * **📝 Assign Individually**\ Assigning leads one at a time allows for a personalized approach. This method is beneficial for smaller lead volumes where individual attention is crucial. * **📋 Bulk Assignment**\ Quickly assign multiple leads to specific team members at once. This saves time and is perfect for high-volume situations, ensuring everyone is engaged without overload. ### **2. Automatic Lead Distribution** * **🌐 Integrate Sources**\ Automatically distribute leads as they come in from various channels, such as your website or CRM. This method saves time and ensures leads reach the right users instantly, with notifications keeping everyone informed. ### **3. Reassign Leads** * **🔄 Assign to Self or Team**\ Flexibility in reassigning leads allows team members to adapt to workload changes. They can assign leads to themselves or anyone else on the team. * **🔔 Notifications**\ Receive instant alerts about new lead assignments, helping team members respond promptly and improving lead engagement. * **⚙️ Automation Rules**\ Set up rules to automate the assignment or reassignment of leads based on specific criteria. This ensures consistency in lead handling and reduces the chances of leads falling through the cracks. *** #### **Flexible Lead Management** With these distribution methods, you can easily adapt to your team's needs and the flow of incoming leads, maximizing your sales potential. Choose the method that best fits your workflow to enhance efficiency and effectiveness in lead management. # Integration's Our mobile CRM allows you to easily import leads from various platforms, ensuring a smooth lead management process. With quick setup, you can start capturing leads automatically in no time. #### Benefits of Integrating Your CRM * **Automated Lead Imports:** No manual entry needed. * **Quick Setup:** Connect in just a few clicks. * **Increased Efficiency:** Focus on converting leads, not managing them. #### Supported Integrations You can connect with the following platforms: * **Facebook** * **Instagram** * **Google Ads** * **LinkedIn** * **WhatsApp business api** * **Indiamart** * **justdial** * **Tradeindia** * Zapier * Pabbly * Exporter india and others Each integration has its own subpage with detailed setup instructions and video guides. Get ready to enhance your sales process! # Facebook leadforms Integrating Facebook Lead Forms with our CRM allows you to automatically sync and import leads generated from your Facebook and Instagram ads. This integration is essential for capturing potential clients and streamlining your lead management. #### Benefits * **Instant Lead Sync:** Automatically import new leads as they come in. * **Detailed Information:** Get comprehensive details from lead forms. * **Import Past Leads:** Fetch leads from the past 24 hours, 7 days, 30 days, or up to 90 days. This feature pulls leads from all connected Facebook Pages, avoiding duplicates. Please note that Facebook only retains leads for a maximum of 90 days. * **Automatic Team Assignments:** Easily assign imported leads to team members. #### Prerequisites Before you begin the integration process, ensure you have the following: * **Facebook Business Account:** You need a Facebook Business account to create and manage lead ads. * **Admin Access:** You must be added to your Facebook Business account. #### Steps to Integrate Facebook Lead Forms 1. **Open the Leads Screen:** * Go to the **Leads** section in your CRM app. * Tap the **+** button in the bottom right corner. * Tap "add from integrations" 2. **Connect Your Facebook Business account:** * Select **Facebook Business** from the integration options. * Tap **Connect**, log in, and authorize 3sigma. 3. **Sync Leads Automatically:** * Imported leads will be available in your CRM, and you can set team assignments as needed. {% embed url="" %} #### Importing Past Leads You can also import leads from the past 24 hours, 7 days, 30 days, or up to 90 days. This will fetch leads from all connected Facebook Pages and add them to your account without creating duplicates. Remember, Facebook only keeps leads for a maximum of 90 days. #### Disconnecting Your Facebook Account To disconnect your Facebook account, follow these steps: 1. Go to the **Leads** screen and tap the **+** button. 2. Access **Integrations** and select your facebook. 3. Tap **Disconnect**. #### Common Errors and Solutions 1. **Expiring Permissions:** * If your Facebook permissions expire, you will receive a notification prompting you to reconnect your Facebook account. Simply follow the reconnection steps outlined earlier to restore access. 2. **Existing CRM Connections:** * If you have previously connected another CRM, you must revoke that access to prevent delays or missed leads. Here’s how to do it: * Go to your Facebook Business Manager Settings: [Facebook Business Manager Settings](https://business.facebook.com/settings/leads-accesses/) * Click on **Integrations** > **Leads Access**. * Select the Business/Page you’re receiving leads from. * Click on the **CRMs** tab. * Click on the **Assign CRMs** button. * Select **3Sigma CRM** from the list. * Click the **Assign** button, then click **Done**. * After following these steps, **3sigma** should appear under your Connected CRMs list, and you will receive instant new lead alerts going forward. 3. **Connecting a Different Facebook Account:** * If you want to connect a different Facebook account, log out of Facebook on your browser and device before reconnecting. 4. **Not Receiving Leads or Experiencing Delays?**\ If you're facing issues with lead reception, consider the following solutions: * **Verify Connected Account and Pages:** Check your connected Facebook Account and Pages in the **3sigma** app by going to the **Account** tab > **Integrations** > **Facebook**. Update as needed. * **Ensure Active Lead Ads:** Confirm that your Facebook Lead Ads are running and generating new leads. Download leads from your Facebook Forms Library to verify. If no new leads have been generated since connecting to **3sigma**, you won’t see any leads added to your account. * **Check Permissions:** Ensure your Facebook Account has sufficient permissions to access leads. #### Managing Your Facebook Integration We automatically refresh your connected Facebook Pages and forms. If you need to update your connection, you can easily reconnect and refresh your list. **Note:** You can connect one Facebook account with unlimited Pages. All relevant details, such as Ad Sets, Pages, Forms, and custom information, will be available in your lead info. you can also sync leads to a custom list .All new leads will be automatically added to a custom list #### # indiamart 3sigma makes it easy to connect your IndiaMART account and automatically import leads—whether from direct messages, buy leads, incoming calls—directly into your 3Sigma CRM. You can choose between **Pull-based syncing (every 10–15 mins)** or **Push-based real-time syncing** for faster updates. *** #### ✅ Benefits of Integration * Auto-sync leads from IndiaMART * Get leads from direct messages, buy leads, calls * Organize leads into custom lists inside 3sigma * Get notifications if there's any syncing issue ### 🔍 Types of Leads Imported from IndiaMART | Type of Lead | `QUERY_TYPE` Code | | ------------------ | -------------------------------------------------------------- | | Direct Enquiries | W | | Buy-Leads | B | | PNS (Phone) Calls | P | | Catalog-View Leads | V / BIZ | | WhatsApp Enquiries | (Handled by platform as regular W/B leads depending on source) | 3sigma automatically detects and organizes these leads into your CRM, so you don’t miss a thing. *** ### 🛠 How to Connect IndiaMART to 3sigma You can choose **Pull** or **Push** integration. Both are easy to set up. *** #### 🔁 Option 1: Pull Integration (Syncs Every 10–15 mins) 1. **Log in to your IndiaMART Seller Panel**\ [IndiaMART CRM API](https://seller.indiamart.com/) 2. **Generate CRM Key** * Go to *"Lead Manager"* → *"Import/Export Leads"* * Tap on *"Pull/PUSH API"* * Choose *3sigma* from the list (or type it in) * Generate your CRM Key 3. **Connect to 3sigma** * Open the 3sigma App → Go to `More > Settings > Manage Integrations` * Choose *IndiaMART* * Paste the CRM Key and tap **Connect** 🎉 Done! Leads will begin syncing every 10–15 minutes.
*** #### ⚡ Option 2: Push Integration (Instant Real-Time Syncing) This option delivers leads **instantly** with no delay. Great for faster response times. 1. **Log in to your IndiaMART Seller Panel**\ [IndiaMART CRM API](https://seller.indiamart.com/) 2. **Activate Push API** * Go to *"Lead Manager"* → *"Import/Export Leads"* * Tap on *"Push API"* * From the CRM dropdown, select *Others* * Enter: * **Platform Name**: 3sigma * **Webhook URL**: *(You’ll get this in the 3sigma app)*
1. **Copy the Webhook URL from 3sigma** * Go to `More > Settings > Manage Integrations > IndiaMART` * Tap on *Push Integration* * Copy the provided Webhook URL and paste it in the IndiaMART panel 2. **Confirm OTP** sent to your mobile to activate
🎉 Done! You’ll now receive leads in real-time inside 3sigma. *** #### 🔔 Notifications & Troubleshooting * You’ll get alerts in 3sigma if there’s any issue with the integration. * Leads will start appearing within 24 hours after connecting. * Importing leads from the past will be done automatically, we will automatically sync all inquries from JAN 01 till date. # Justdial 3sigma offers integration with Justdial to help you seamlessly receive leads directly into your CRM. By setting up a webhook, you can ensure real-time lead delivery from Justdial. #### Setting Up the Justdial Integration To connect Justdial with 3sigma, follow these steps: 1. **Create a Webhook:** * Generate a webhook URL within the **3sigma** app. * Share this webhook URL with the Justdial backend team for configuration.connect with the Relationship Manager for Justdial to ensure smooth integration and lead management. 2. **Integration Confirmation:** * Once the Justdial team completes the integration setup, you will start receiving leads in your CRM. * Leads will begin to appear in your account once the Justdial team confirms the integration. 3. **Sync to Custom Lists:** * You can also sync leads to a custom list in 3sigma for better organization and management. # 99acres 3sigma seamlessly integrates with 99acres Steps to Connect 99acres with 3sigma {% embed url="" %} 1. **Share Webhook Data:** * Provide the webhook details dynamically generated on the integration page to the 99acres backend team for configuration. Ensure they have the necessary endpoint to facilitate lead delivery to your 3sigma account.reach out to the 99acres support team to ensure a smooth integration experience. 2. **Integration Confirmation:** * Once the 99acres team completes the integration setup, you will begin receiving leads in your CRM. 3. **Sync to Custom Lists:** * You can also sync leads to a custom list in 3sigma for better organization and management. #### Benefits of Integration * **Automatic Lead Sync:** Inquiries from 99acres are automatically imported into your CRM, ensuring that your sales team can follow up promptly. * **Enhanced Efficiency:** With real-time lead delivery, your team can focus on converting inquiries into sales without delay. #### # Magicbricks 3sigma seamlessly integrates with Magicbricks, a prominent B2B real estate portal in India. This integration empowers real estate professionals by automating the synchronization of inquiries directly into your CRM. With 3sigma, you can ensure that every lead is captured in real-time #### Steps to Connect Magicbricks with 3sigma 1. **Share Webhook Data:** * Provide the webhook details dynamically generated on the integration page to the Magicbricks backend team for configuration. Ensure they have the necessary endpoint to facilitate lead delivery to your 3sigma account. For any specific queries or support, reach out to the Magicbricks support team to ensure a smooth integration experience. 2. **Integration Confirmation:** * Once the Magicbricks team completes the integration setup, you will begin receiving leads in your CRM. 3. **Sync to Custom Lists:** * You can also sync leads to a custom list in 3sigma for better organization and management. #### Benefits of Integration * **Automatic Lead Sync:** Inquiries from Magicbricks are automatically imported into your CRM, ensuring that your sales team can follow up promptly. * **Enhanced Efficiency:** With real-time lead delivery, your team can focus on converting inquiries into sales without delay. * **Improved Organization:** Syncing leads to custom lists allows for better tracking and management, helping you prioritize follow-ups based on your specific business needs. # Tradeindia Integrate TradeIndia with 3sigma to automatically sync inquiries and leads directly into your CRM. This integration ensures your sales team can follow up on potential clients promptly. #### Steps to Connect TradeIndia with 3sigma {% embed url="" %} 1. **Log In to Your TradeIndia Account:** * Access your TradeIndia account and log in. 2. **Navigate to Your Dashboard:** * Go to the **Dashboard**. 3. **Access Inquiries and Contacts:** * Click on **Inquiries and Contacts**. 4. **Copy Your Inquiry API Details:** * Click on **My Inquiry API**. * Copy your **User ID**, **Profile ID**, and **API Key**. 5. **Connect to 3sigma:** * Go to the **Integrations** page in your 3sigma account. * Enter the copied User ID, Profile ID, and API Key into the designated fields. 6. **Sync to Custom Lists:** * Choose to sync your leads to a custom list in 3sigma for better organization. 7. **Disconnecting:** * If needed, you can disconnect the integration by following the same steps and selecting the disconnect option. #### Benefits of Integration * **Automatic Inquiry Sync:** Receive inquiries from TradeIndia directly into 3sigma. * **Efficient Lead Management:** Organize leads in custom lists for better tracking and follow-up. * **Streamlined Process:** Enhance your sales workflow with real-time lead delivery. # Wordpress website 3sigma integrates seamlessly with WordPress, allowing you to sync leads from your website directly into your CRM. This integration automates lead capture from custom forms, enabling your sales team to access new inquiries instantly. #### Steps to Connect WordPress with 3sigma 1. **Download the Plugin:** * Go to the **Integrations** page in your 3sigma account. * Download the **3sigma CRM Plugin**. 2. **Install the Plugin:** * Log in to your WordPress admin panel. * Navigate to **Plugins** > **Add New**. * Upload the downloaded plugin file and activate it. 3. **Copy the Webhook URL:** * Retrieve the webhook URL from the **Integrations** page in your 3sigma account. 4. **Enter the Webhook URL:** * In your WordPress admin panel, go to **Settings** > **3sigma CRM**. * Paste the webhook URL into the designated field and tap **Activate**. 5. **Automatic Lead Import:** * After activation, leads from your WordPress forms will automatically sync to your 3sigma account, including any custom fields. You can also map them to a custom list #### Benefits of Integration * **Automatic Lead Capture:** New leads are synced directly from your WordPress site to 3sigma. * **Custom Form Field Support:** Import leads with additional custom fields for better data. * **Streamlined Workflow:** Improve efficiency with automated lead delivery. # Zapier Use Zapier to connect 3sigma with various applications, enabling seamless lead management and automation. This integration allows you to save new leads effortlessly. #### Steps to Connect 3sigma with Zapier {% content-ref url="/spaces/InUioAc4Scks6HcTR1Ns/pages/sqjelORtab8lY9r6Y5c9" %} [Broken mention](broken://spaces/InUioAc4Scks6HcTR1Ns/pages/sqjelORtab8lY9r6Y5c9) {% endcontent-ref %} {% embed url="" %} ## 1. **Log In to Your Zapier Account:** * Access your Zapier account and log in. 2. **Create a New Zap:** * Click on **Make a Zap** to start the integration process. 3. **Select 3sigma as the Action App:** * In the app selection, search for and choose **3sigma**. 4. **Choose Action Event:** * Select the action **Save a New Lead**. 5. **Enter API Key and Registered Phone Number:** * Copy your **API Key** from your 3sigma account and paste it into the required field. * Enter your **registered phone number** associated with your 3sigma account. 6. **Test the Integration:** * Click on **Test & Continue** to ensure everything is working properly. * You should see the lead data come through if the setup is correct. # Brevo 3sigma seamlessly integrates with **Brevo**, enabling you to automate your email campaigns and manage customer interactions efficiently. You can set up email automation actions, manage contacts, and track email performance directly within your 3sigma account. ## How to Connect Brevo with 3sigma To integrate Brevo with 3sigma, follow these steps: ### Generate Your API Key in Brevo 1. **Visit the Brevo Dashboard**: * Log in to your Brevo account and navigate to the **API & Integrations** section. 2. **Generate an API Key**: * Click on **Create a New API Key**, give it a name, and generate the key. ### Connect to 3sigma 1. **Enter Your API Key**: * In your 3sigma CRM app, go to **Integrations** and select **Brevo**. * Paste the API key you generated from Brevo. 2. **Complete the Setup**: * Click **Connect**. 3sigma will verify the key and establish the integration. #### Custom Email Automation * You can set up email automation actions for your leads directly through the 3sigma interface, including welcome emails, follow-ups, and promotional campaigns. * Send email campaigns directly from 3sigma * If any issues arise with the integration, we will send you a notification, ensuring you are always aware of the status of your leads and campaigns. Now, you can manage your email campaigns and customer communications seamlessly within 3sigma! # ZeptoMail ## ZeptoMail — integration guide (3Sigma CRM) ### Overview Add ZeptoMail to 3Sigma to send transactional and marketing emails from your CRM, manage verified senders, and track delivery. This integration follows 3Sigma’s standard integrations pattern (API key + host + sender list) used across other connectors. *** ### Who this is for Admins or users with admin-level access who want to: * Send email campaigns and transactional messages from 3Sigma * Use ZeptoMail as the email provider for sequences, templates and notifications * Manage multiple verified senders for different campaigns *** ### Prerequisites 1. A ZeptoMail account with Mail Agent access. 2. Admin access to your 3Sigma organization (to add or disconnect integrations). 3. One or more verified sender email addresses in ZeptoMail. *** ### What you’ll enter in 3Sigma * **API Key** — the token generated in ZeptoMail (used as `zeptoMailApiKey`). * **Host (API URL)** — ZeptoMail API URL / Mail Agent API endpoint (used as `host`). * **Senders** — array of sender objects `{ name, email }` (one or more verified senders). These fields map directly to the 3Sigma integration payload: `{ zeptoMailApiKey, host, senders }`. Use the same fields when calling the integration API. *** ### Step-by-step: Get credentials from ZeptoMail 1. Sign in to ZeptoMail. 2. Open **Mail Agents**, select the mail agent you want to use. 3. Go to **Setup Info → SMTP / API**. 4. Copy the **API URL** (this is the `host` value for 3Sigma). 5. Click **Generate New Token** (or Manage API Tokens) and copy the token — this is your `zeptoMailApiKey`. 6. Ensure your sender email(s) are verified in ZeptoMail; note their display names and email addresses. *** ### Step-by-step: Connect in 3Sigma 1. In 3Sigma, go to **Integrations → ZeptoMail**. 2. Paste the **API Key** into **ZeptoMail API Key**. 3. Paste the **Host** into **Host** (example: `https://mail.yourdomain.com` or the API endpoint shown in ZeptoMail). 4. Add one or more **Sender** entries (Name + Email). 5. Click **Connect**. 6. 3Sigma will validate the key and host; on success the integration becomes active and the UI shows connection status and recent logs. > The integration screen requires `zeptoMailApiKey` and `host`. Sender emails must be valid and preferably verified in ZeptoMail to avoid delivery issues. *** ### UI / fields validation (what 3Sigma enforces) * `zeptoMailApiKey` — required, non-empty. * `host` — required, non-empty, must be a valid URL/endpoint string. * `senders` — at least one sender required. Each sender needs: * `name` — non-empty * `email` — valid email format (server-side and client-side validation)\ If validation fails, the UI displays a clear error (for example: “Invalid email format for sender 1”). The 3Sigma React component maps these fields into the payload used by the `createUserIntegration('zeptomail', payload)` call. *** ### Testing the integration 1. After Connect, send a test email (3Sigma provides a “Send test” action in integrations). 2. Check ZeptoMail logs for the API call and delivery status. 3. Verify the “From” header matches a verified sender and the message lands in inbox (or spam — see troubleshooting). 4. Confirm that 3Sigma records the integration log entry and shows connection timestamps in the integration details. *** ### Common troubleshooting * **Invalid API Key / 401 errors** — regenerate token in ZeptoMail and update `zeptoMailApiKey` in 3Sigma. * **Host / endpoint errors (404 / timeout)** — ensure the `host` value is the exact API URL ZeptoMail shows under Mail Agent → Setup Info. * **Unverified sender bounce** — verify the sender in ZeptoMail (unverified senders often bounce). * **Emails landing in spam** — confirm SPF/DKIM/DMARC are set for the sending domain used by ZeptoMail. * **Integration not appearing** — refresh integrations list or re-open integration screen; network errors may temporarily block calls. If issues persist, collect the integration logs shown in 3Sigma integration details and ZeptoMail API logs and open a support ticket. # Facebook Audience Integration ### Overview Connect your Facebook account to 3sigma to automatically sync your CRM contacts into Facebook Custom Audiences. Run better ads, retarget your leads, and create lookalikes without uploading spreadsheets. *** ### Why Connect Facebook? * Create Facebook audiences directly from your CRM * Automatically add new leads to your ad audiences * Run retargeting and follow-up ads easily * Keep your audiences updated in real time * Create lookalike audiences of your best customers * Improve your ad performance and ROI *** ### What You Need * A Facebook account * Access to a Business Manager and Ad Account * Admin access in 3sigma *** ### How to Connect Facebook Audience #### Step 1: Start the Connection 1. Go to **Integrations → Facebook Audience** in 3sigma. 2. Click **Connect Facebook**. 3. A secure Meta login window will open. 4. Log in and allow the permissions shown. #### Step 2: Choose Your Ad Account After login: * Select the Ad Account you want to use for Custom Audiences. #### Step 3: Choose or Create an Audience You can: * Create a new audience (recommended), or * Sync contacts to an existing audience. *** ### What You Can Do * Sync all leads into a single master audience * Add leads to different audiences based on stage or tags * Use 3sigma Automation to auto-sync contacts * Build lookalike audiences inside Facebook Ads Manager * Run retargeting ads for warm or lost leads *** ### Automation Examples * New lead → Add to “All Leads” audience * Stage changes to “Interested” → Add to “Warm Leads” * Marked as “Customer” → Add to “Customer Audience” * Unqualified → Remove from audience *** ### Privacy & Security * Only minimum permissions are requested * Your Facebook password is never stored * Data is encrypted * You can disconnect anytime *** ### Troubleshooting **Login not working**\ – Allow pop-ups and check Facebook access. **Audience not visible**\ – Ensure you selected the right Business and Ad Account. **Changes not updating**\ – Facebook may take a few minutes to refresh audience size. # Webhooks ## Overview Webhooks let you bring leads from any external system directly into 3sigma. If your tool can send a POST request, you can push leads into your CRM instantly—no manual upload, no delays. 3sigma gives you a unique webhook URL that you can add to any platform to receive new leads in real time. *** ### Why Use Webhooks? * Get leads instantly from any external software * No coding needed for most platforms * Works with landing pages, forms, tools, and custom apps * Real-time lead creation inside 3sigma * Reduce manual imports and errors * Connect systems that don’t have direct integrations *** ### What You Need * Admin or manager access in 3sigma * The external tool must support sending a POST request (most do) *** ### How to Generate Your Webhook in 3sigma #### Step 1: Open Webhooks 1. Go to **Integrations → Webhooks** inside 3sigma. 2. Click **Create Webhook**. #### Step 2: Get Your Webhook URL 3sigma will generate a unique URL.\ This is your endpoint where external systems will send data. Copy the URL. #### Step 3: Add It to Your External System In the platform you’re using (form builder, website, automation tool): * Look for **Webhook**, **POST URL**, **Callback URL**, or **Send Data** options * Paste the webhook URL * Select **POST** as the method * Map fields like: * name * email * phone * source * any custom fields Once done, save the settings. *** ### What Data You Can Send You can send any basic lead fields.\ Example payload: ```json { "name": "John Doe", "phone": "9876543210", "email": "john@example.com", "source": "Landing Page" } ``` 3sigma will automatically create a lead with the incoming data. *** ### Testing Your Webhook 1. Use any external system’s test feature 2. Or use a tool like Postman to send a POST request 3. Check the **Leads** section in 3sigma to confirm it's received *** ### Best Practices * Always send phone or email to avoid duplicates * Set a clear “source” so you know where leads came from * Test the webhook once before going live # Email verifications ## Overview Connect an email verification provider to validate email addresses, improve deliverability, and reduce bounce rates for your campaigns. 3Sigma can verify emails at import, on lead creation, or on-demand before sending campaigns. *** ### Why connect Email Verification? * Reduce bounces and spam complaints * Improve sender reputation and deliverability * Clean imported lists automatically * Save campaign spend by filtering invalid addresses *** ### Provider & API key Sign up with **ValidEmail.net** to get an API key. Use that key in 3Sigma to enable verification. Sign up at: ValidEmail.net *** ### What you’ll configure in 3Sigma * **API Key** — the key from ValidEmail.net * **Verification mode** — When creating campaing you can select to verify leads before sending ### # Razorpay The integration of **Razorpay** with 3sigma CRM allows you to seamlessly manage and collect payments directly through invoices and forms, all within the 3sigma platform. This integration is designed to streamline your payment process, automate reminders, and provide real-time updates ## **Benefits of Integrating Razorpay with 3sigma** * **Effortless Payment Collection**: Create and send customized invoices and payment forms to your customers directly from the 3sigma platform, making it easier to collect payments. * **Automated Payment Reminders**: Keep customers informed and reduce overdue payments with automated reminders and payment confirmation notifications. * **Centralized Management**: Manage all your payments in one place, view transaction history, and track the status of each payment in real-time through your 3sigma dashboard. ## **How to Connect Razorpay with 3sigma** Follow these simple steps to integrate Razorpay with your 3sigma account: ### Step 1: Generate Your Razorpay API Key 1. **Log In to Razorpay**: * Go to the [Razorpay Dashboard](https://dashboard.razorpay.com) and log in to your account. 2. **Create an API Key**: * Navigate to **Settings** > **API Keys**. * Click **Generate Key**, give it a name, and copy the **Key ID** and **Key Secret**. Keep these details secure as they will be used to connect to 3sigma. #### Step 2: Connect Razorpay to 3sigma 1. **Open 3sigma CRM**: * Log in to your 3sigma account and go to **Integrations** in the settings menu. 2. **Select Razorpay**: * Find the Razorpay integration option and click on it. 3. **Enter Your API Details**: * Paste the **Key ID** and **Key Secret** from Razorpay into the respective fields in the 3sigma integration setup. * Click **Connect** to establish the connection. Once connected, Razorpay will start syncing with 3sigma, and you’ll be able to manage invoices and forms directly from your CRM. #### **Using Razorpay Within 3sigma** After the integration is set up, you can begin using Razorpay to manage your payments: * **Create and Send Invoices**: * In the 3sigma app, navigate to the **Invocies** section. * Click **Create Invoice**, fill in the necessary details (customer information, amount, due date), and send it directly to your customers. * Track the status of each invoice in real-time. * **Set Up Payment Forms**: * Access the **Forms** option in the 3sigma app to create customized payment forms. * Add required fields like customer name, email, and payment amount. * Share the form link with your customers to collect payments quickly and efficiently. #### **Managing and Tracking Payments** With the Razorpay integration, all your transactions are logged in 3sigma, allowing you to: * **Monitor Payment Status**: View whether payments are pending, completed, or overdue. * **Send Automated Reminders**: Automatically notify customers of upcoming due dates or overdue payments to improve collection rates. * **Access Payment History**: Keep a record of all your transactions and view detailed reports from the 3sigma dashboard. #### **Troubleshooting and Notifications** If there’s an issue with the integration or a payment fails, 3sigma will send you a notification, so you’re always aware of your payment status. If you experience any persistent issues, you can contact our support team for further assistance. # Pabbly Use Pabbly to connect 3sigma with other applications, allowing you to automate lead creation and enhance your lead management process. #### Steps to Connect 3sigma with Pabbly 1. **Log In to Your Pabbly Account:** * Access your Pabbly account and log in. 2. **Create a New Workflow:** * Click on **Create Workflow** to start the integration process. 3. **Select Webhook as the Trigger:** * Choose **Webhook** as the trigger event. 4. **Copy the Webhook URL:** * Pabbly will generate a **Webhook URL** for you. Copy this URL as you will need it to send data. 5. **Select 3sigma as the Action App:** * Search for and select **3sigma** in the action step. 6. **Choose Action Event:** * Select the action **Create a New Lead**. 7. **Send Data to the Webhook:** * Set up the data you want to send to the copied Webhook URL. This typically includes lead details such as name, email, and phone number. 8. **Test the Integration:** * Send a test request to the Webhook URL to confirm the integration is working correctly. You should see the lead data appear in your 3sigma account if everything is set up properly. # Google Calender With 3sigma CRM, you can automatically sync your CRM tasks with Google Calendar. This way, any follow-ups, deadlines, and meetings you set up in 3sigma CRM will appear in your Google Calendar. No more missed tasks or switching between apps! ## **Why Sync with Google Calendar?** Here are a few ways syncing with Google Calendar can help you: 1. **Stay on Top of Follow-Ups**: * Client follow-ups you set in 3sigma CRM will appear in Google Calendar as reminders, so you never miss an important call or message. 2. **See Project Deadlines with Your Daily Schedule**: * Project milestones and deadlines from 3sigma CRM will show up in your Google Calendar, helping you keep track of all tasks in one place. 3. **Manage Sales Calls and Client Meetings**: * When you have a busy schedule of calls or meetings, syncing lets you view all these tasks alongside your other calendar events. 4. **Coordinate with Your Team**: * If you’re part of a team, syncing lets everyone stay updated on tasks and deadlines, so you know who’s working on what and when. 5. **Time Blocking for CRM Tasks**: * Block time for CRM tasks, like lead follow-ups or data entry, and see it all in Google Calendar to stay organized. ## How to Set Up Google Calendar Syncing in 3sigma CRM 1. **Log in to 3sigma CRM**: * Go to [web.3sigmacrm.com](https://web.3sigmacrm.com) and log in. 2. **Open Integrations**: * Click on **Integrations**. 3. **Connect Google Calendar**: * Choose **Google Calendar** from the list, then click on **Connect**. 4. **Give Permissions**: * Allow 3sigma CRM to access your Google Calendar by granting permission. 5. **Start Syncing**: * After permissions are set, your CRM tasks will sync automatically with Google Calendar. Any updates in 3sigma CRM will appear in your calendar without any extra steps. ## **Managing the Connection** * **Disconnect and Reconnect Anytime**: * If you need to refresh permissions or temporarily stop the sync, go to **Integrations** > **Google Calendar** and click **Disconnect**. Reconnect by following the same steps. Now you’re set! With your 3sigma CRM tasks synced to Google Calendar # Google Meet Scheduling Google Meet Calls with 3sigma CRM Once you connect your Google Calendar, you can set up Google Meet calls directly from 3sigma CRM. This lets you schedule, share, and track meetings without leaving the CRM, keeping everything organized and in one place. ## **Why Use Google Meet in 3sigma CRM?** 1. **Easily Schedule Client Calls**: * Schedule Google Meet calls with clients directly from the CRM, so you don’t need to switch apps. 2. **Automatic Calendar Sync**: * When you create a Google Meet in 3sigma CRM, it’s automatically added to your Google Calendar, making it easy to view all upcoming meetings. 3. **Quick Link Sharing**: * The Google Meet link is generated and saved in 3sigma CRM. Share it with clients instantly from the app. 4. **Automatic Meeting Logging**: * Each Google Meet is logged in your CRM activity timeline, so you can keep track of all your client interactions, including emails, calls, and video meetings. ## **How to Set Up and Use Google Meet in 3sigma CRM** 1. [**Connect Google Calendar**:](/features/integrations/google-calender) * Go to [web.3sigmacrm.com](https://web.3sigmacrm.com), log in, and go to **Integrations**. Connect your Google Calendar to enable Google Meet scheduling. 2. **Create a Google Meet Task**: * On either the mobile app or web: * Open **Tasks** and select **New Task**. * Choose **Google Meet** as the task type. That’s it! The Google Meet link is automatically added, and the meeting appears in both 3sigma CRM and your Google Calendar. 3. **Share the Link**: * Copy and share the Google Meet link directly from 3sigma CRM with clients or team members. 4. **Track the Meeting in Timeline**: * Every Google Meet call is automatically logged, so you can view it along with other client interactions in your CRM timeline. With these steps, setting up and sharing Google Meet calls in 3sigma CRM is quick and easy, helping you stay organized and keep all client communication in one place. # Gmail With Gmail integration, you can send personalized email campaigns directly from 3sigma CRM using your Gmail account. This allows you to reach clients through automated workflows, send drip campaigns, and keep all your communication in one place—no need to switch between Gmail and CRM for your marketing and follow-ups. ## **Benefits of Gmail Integration in 3sigma CRM** 1. **Send Personalized Campaigns**: * Use your Gmail account to send email campaigns that are tailored to specific clients or groups. 3sigma CRM makes it easy to keep your outreach relevant and effective. 2. **Automate Follow-Ups with Workflows**: * With Gmail connected, you can set up workflows that automatically send follow-up emails based on your CRM’s triggers, like when a new lead is added or a task is completed. 3. **Run Drip Campaigns**: * Drip campaigns are great for nurturing leads over time. With Gmail integration, 3sigma CRM can automatically send a series of emails to leads on your list, keeping them engaged without extra work from you. 4. **Keep Everything in One System**: * No need to toggle between apps. Manage emails and campaigns directly within 3sigma CRM, ensuring that all communications are easily trackable. 5. **Centralized Email Tracking**: * Keep everything in one place by tracking all your email activity within 3sigma CRM. View the entire timeline of emails and other interactions along with other CRM activites ## How to Set Up Gmail Integration in 3sigma CRM The steps to connect Gmail are similar to the calendar integration: 1. **Log in to 3sigma CRM**: * Go to [web.3sigmacrm.com](https://web.3sigmacrm.com) and sign in. 2. **Open Integrations**: * Select the **Integrations** tab. 3. **Connect Gmail**: * Choose **Gmail** from the list and click on **Connect**. 4. **Grant Permissions**: * Allow 3sigma CRM to access your Gmail account. This will let you send emails from within 3sigma CRM. 5. **Start Sending Campaigns**: * Once connected, you can send emails, set up automation workflows, and launch drip campaigns directly from your 3sigma CRM web app. ## **Managing the Gmail Integration** * **Disconnect and Reconnect as Needed**: * To refresh permissions or pause the connection, go to **Integrations** > **Gmail** and select **Disconnect**. Reconnect by following the same steps above. With Gmail and 3sigma CRM connected, you can handle all your client emails from one place, making it easier to keep up with campaigns, follow-ups, and client engagement. # Dashboard he dashboard in 3sigma CRM is your central hub for tracking leads, activities, and overall sales performance. By leveraging real-time data, you can make informed decisions to enhance your sales strategy. 📊 ### Key Features #### 1. **Important Stats** The dashboard provides a wealth of critical statistics to help you gauge your performance: * **Total Number of Leads**: Easily monitor how many leads are currently in your pipeline, giving you a clear picture of your potential opportunities. 📈 * **Call Overview**: Access detailed statistics for both incoming and outgoing calls, enabling you to assess your communication efforts. 📞 * **Call Activity**: Keep track of the number of calls made and the total duration, helping you understand your engagement levels. ⏰ * **Connection Rate**: Discover how many leads you've successfully connected with, allowing you to measure the effectiveness of your outreach. 🤝 * **Daily Progress Graph**: Visualize your daily performance with a graph that illustrates your progress over time, making it easy to spot trends. 📉 * **Activity Breakdown**: View detailed breakdowns of all activities performed by your team, allowing for targeted follow-ups and accountability. 📋 #### 2. **Breakdowns** Gain deeper insights into your sales process through breakdown features: * **Lead Source Analysis**: Identify which lead sources are driving the most business. This insight helps you focus your marketing efforts on the most effective channels. 🌐 * **Lead Label Breakdown**: Understand your lead categorization based on labels, which aids in filtering and prioritizing leads based on their relevance to your business. 🏷️ * **Sales Journey Visualization**: Gain insights into your sales pipeline by viewing how many leads are in each stage and their respective values. This knowledge helps you identify bottlenecks and areas for improvement. 🔍 * **Check-Ins Map View**: Track your team members' visits and meetings with leads using a map view. This feature allows you to manually log check-ins and add activities directly in the lead details screen. 🗺️ You can see an overview of field visits, helping you manage and optimize your team's activities effectively. ### Reporting Features and Their Significance #### 3. **Real-Time Reports** The reporting feature in the dashboard provides immediate insights into your sales performance: * **Call Reports**: Track call metrics to understand engagement levels and identify areas for improvement in communication strategies. 📞 * **Lead Activity Reports**: Analyze the activities associated with each lead, including follow-ups, meetings, and notes, to ensure nothing slips through the cracks. 📅 * **Sales Funnel Reports**: Visualize your sales pipeline with reports showing how leads move through different stages, helping you strategize for higher conversion rates. 🚀 * **Team Performance Reports**: Assess your team's performance through metrics that highlight individual contributions, allowing for recognition and targeted coaching. 👥 #### Significance of Reports * **Informed Decision-Making**: Real-time reports empower you to make data-driven decisions, allowing you to pivot strategies as needed. 📈 * **Accountability and Transparency**: Reports provide transparency into team activities and performance, fostering accountability among team members. 🕵️‍♂️ * **Identifying Trends**: Regularly reviewing reports helps you spot trends in lead behavior and sales performance, enabling proactive adjustments to your strategy. 📊 * **Resource Allocation**: Understanding where leads come from and which activities yield results allows you to allocate resources more effectively, maximizing your return on investment. 💰 ### How to Access the Dashboard and Reports 1. **Log in** to your 3sigma CRM account. 🔑 2. Navigate to the **Dashboard** tab in the main menu. 📋 3. Explore the various sections to view important stats and access detailed reports. 📖 # Customizations Our CRM is designed to be fully customizable to fit your business needs. You can personalize various elements to match your workflows, and all customizations are automatically synced across team members' accounts. #### Accessing Customization Settings 🛠️ To customize your CRM: 1. **Go to More > Settings**. 2. Select **Manage Customization** to access all available options. #### Customization Features **Lead Status 🏷️** * **Create Custom Statuses**: Define stages in your sales pipeline with unique colors for easy identification. * **Set Default Status**: Automatically apply a default status for new leads. * **Sales Conversion Status**: Specify the status that counts as a sales conversion when a lead is marked as sold. **Lead Labels 🏷️** * **Categorize Leads**: Create unlimited labels with unique colors for easy identification and organization. * **Set Default Labels**: Apply default labels to categorize new leads automatically. **Lead Form Fields 📋** * **Customize Lead Forms**: Add various field types like text, phone, email, dropdown, location, date/time, and checkboxes. * **Flexible Fields**: Tailor forms to capture relevant information specific to your business. **Task Customization 📝** * **Task Types**: Create custom task types with specific fields based on your business needs. * **Flexible Reminder Times**: Set customizable reminder times (e.g., 15 minutes before the task) to stay on track. * **Custom Fields**: Add custom fields to task forms, such as phone numbers, emails, dates, and more. **Lead Activities 📆** * **Track Activities**: Define custom activities for meetings, visits, or feedback. * **Custom Fields for Activities**: Add fields to activities to collect additional information. **Duplicate Leads 🚫** * **Allow/Disallow Duplicates**: Control whether duplicate leads are allowed in your organization. If disabled, any attempt to create duplicate leads will result in an error. #### Lead Display Fields 🖥️ * **Customize Leads Page**: Display important information like Facebook data or any custom field data directly on the leads homepage. #### Critical Update Sync Across Team Members 🔄 * **Auto Sync**: All customizations are automatically synced to team members as they continue using the CRM. * **Logout All Team Members for Critical Updates**: * Go to **Settings**. * Select **Logout** > **Logout All Team** to log out all team members. This ensures that all members must log in again to apply and receive the latest updates {% embed url="" %} Our CRM's extensive customization options allow you to mold the platform according to your business processes, ensuring an efficient and organized workflow for your entire team. # Flexible form fields Custom fields in 3sigma CRM allow you to tailor the app to fit your business processes, capturing exactly the data you need. Whether you’re managing leads, tasks, activities, forms, or products, the same flexible system applies. You can create fields like text boxes, dropdowns, and even address fields with Google Maps integration. 🌐 Let’s explore how to set up and use custom fields! #### Types of Custom Fields Available 🔄 You can create various types of custom fields to capture specific information: 1. **Text Field** 📝 * Ideal for capturing names, comments, or any other text-based details. 2. **Amount Field 💰** * Useful for tracking sales values, costs, or any numeric amount. 3. **Date Field 📅** * Add important dates such as follow-up deadlines or purchase dates. 4. **Time Field ⏰** * Perfect for scheduling tasks or logging activity times. 5. **Address Field with Google Maps 🌍** * Capture precise locations with an integrated map feature for easy navigation. 6. **Options Dropdown 🔽** * Create a single-select dropdown to categorize information, such as product types or lead sources. 7. **Multi-Select Dropdown ✅** * Allows multiple selections for fields like services offered or product categories. 8. **Number Field 🔢** * Great for logging quantities, phone numbers, or other numeric data. 9. **Mandatory Flag ⚠️** * You can mark fields as mandatory to ensure critical information is always captured. #### Syncing Custom Fields with Your Team 🔄 Custom fields are automatically synced to your team, ensuring everyone has the same data structure for consistency. If you need the fields to appear immediately, you may force a sync: 1. Go to the **More** menu in the app. 2. Tap **Log Out** and log back in to refresh the custom fields instantly. # Manage teams In our platform, you can effortlessly manage your teams and organization. Each member has a designated role, helping streamline your workflow and improve collaboration. When you add team members, they become part of the same organization, making it simple to work together on leads. Each person receives their own login, allowing you to track performance easily. 📊 ## **Types of Users:** 1. **Super Admin (Creator Role)** 🔑 * As the creator of your CRM account, the Super Admin has full access to all data and features. * This role is vital for overseeing the entire organization and managing teams effectively. * Only one Super Admin can be assigned by default, but you can contact support to request additional Super Admin roles. 2. **Admin** * Admins enjoy extensive access across the platform, allowing them to manage multiple teams and oversee their performance. * They can view all data related to their teams, ensuring smooth operations and oversight. 3. **Team Leader** 👨‍💼 * Team Leaders have visibility into the activities and data of their specific teams. * They can track leads, monitor progress, and ensure that team members stay on track, but they do not see data from other teams. 4. **Employee** 👩‍💻 * Employees can only access the leads and tasks assigned to them, keeping their focus sharp and organized. * They cannot delete or access data outside their assigned responsibilities, enhancing data security. Just add team members' phone numbers and names, and we'll send them a WhatsApp message with a link to get started. They can log in with their phone number and immediately see your organization's name and their role. 📱 ## Teams You can also organize your team into different groups based on their roles or locations. Each group can have one team leader for better management, but this is optional. You can easily adjust team structures, move users, and change their roles as needed, all while maintaining data integrity. 1. **Role-Based Teams**\ Organizing teams by roles enables you to create specialized groups that focus on specific tasks or functions. Here are some examples: * **Sales Team**: Focused on generating leads and closing deals. * **Support Team**: Dedicated to assisting customers and resolving their issues. * **Marketing Team**: Responsible for promoting products and managing campaigns. * **Finance Team**: Handles budgeting, invoicing, and financial reporting. 2. **Location-Based Teams**\ Organizing teams by geographical location helps in managing field operations more effectively. This structure is especially beneficial for organizations with regional offices or field sales teams. Examples include: * **North Region Team**: Covers all operations and leads in the northern region. * **South Region Team**: Focuses on leads and activities in the southern region. * **East and West Region Teams**: Can be set up similarly to manage specific territories. ## **Adding & Managing Team Members** 1. **Adding Team Members**: * Navigate to **More** > **Settings** > **Manage Team** and tap the **+** button at the bottom. * Enter the member’s name, phone number, and select their role. * Choose the team they will be a part of or assign them directly to the organization. * Specify reporting: team members can report to admins or, by default, to the super admin. * The member will receive a WhatsApp message with a download link. They can log in with their phone number and start using the CRM right away. 2. **Updating User Details** (Adding/Editing Users): * Follow the same steps as when adding a new member. * You can update their phone number, role, or assigned team from this screen. * Reactivate deactivated users here without data loss, ensuring continuity. 3. **Moving Members Between Teams**: * To move a member to another team, go to **More** > **Settings** > **Manage Team** and select the user. * Update the team from the dropdown menu in the edit user screen. * Note: Each team can have one team leader, but unlimited team members and multiple admins. 4. **Removing Team Members**: * Navigate to **More** > **Settings** > **Manage Team** and select the member to deactivate. * Deactivated users lose login access but retain all their data. You can reactivate them later if needed. ### **Notes:** * If a team member leaves, simply change their name or number, or transfer their data to another member. 🔄 * You can deactivate users, blocking their login access.it can reactivated later easily 🚫 * Admins can belong to multiple teams, but each team can have only one team leader. 🏆 {% embed url="" %} # Forms 3sigma CRM's web app allows you to create fully customizable forms, similar to Google Forms, for capturing a variety of information, such as new leads, sales inquiries, feedback, or even payments. These forms can be easily shared as links, making it convenient for you to collect data from customers, prospects, or team members. The information collected is automatically mapped to your CRM, streamlining your workflow. Below, we’ll explore the fields available, how to create a form, and the different use cases. #### Fields Available in 3sigma CRM Forms 🛠️ When building a form, you can choose from several field types to suit your needs: 1. **Text Field 📝** * Collect basic information like names, addresses, or descriptions. 2. **Amount Field 💰** * Capture numeric values such as sales amounts or costs. 3. **Date Field 📅** * Record important dates, such as follow-up or service dates. 4. **Time Field ⏰** * Track specific times for appointments or deadlines. 5. **Address Field with Google Maps 🌍** * Enter addresses and integrate them with Google Maps for easy navigation. 6. **Options Dropdown 🔽** * Provide a single-select option list for categories like lead sources or service types. 7. **Multi-Select Dropdown ✅** * Allow users to select multiple options, useful for services offered or product preferences. 8. **Number Field 🔢** * Capture quantities, phone numbers, or other numerical data. 9. **Payment Field 💳** * Collect payments directly through the form, making it convenient for both you and your clients. 10. **Conditional Field 🔄** * Set up flexible conditions to navigate users through the form based on their responses, ensuring relevant information is collected efficiently. 11. **File Upload 📂** * Allow users to upload documents, images, or other files, which are stored securely in the CRM. #### How to Create a Form in 3sigma CRM 🛠️ Follow these steps to create a form: 1. **Access the Forms Section** * Log in to the 3sigma CRM **web app**. * Navigate to the **Forms** section from the menu. 2. **Create a New Form** * Click on the **Create Form** button. * Enter details such as the **Form Name**, **List** (category or type of form), and a brief **Description** of the form’s purpose. 3. **Add Fields** * Choose the fields you need from the options available (text, date, dropdown, payment, etc.). * Set up any **Conditional Fields** to customize the user experience based on responses. 4. **Save and Publish** * You can save the form as a draft if you need to make further adjustments later. * Once finalized, **Publish** the form to make it available for use. * The form will generate a shareable link that you can send to clients or prospects. 5. **Sync Leads Automatically** * When a form is filled out and submitted, the data is automatically synced to your CRM as leads. If you need the data to sync immediately, force a refresh by logging out and logging back in. > **Note:** This feature is only available through the **web app**, and the forms you create are synced automatically across your team’s accounts. If changes aren’t appearing immediately, you may need to force logout and log back in to sync the updates. #### Use Cases for Forms in 3sigma CRM 📋 1. **Sales Inquiries** * Collect details about new leads, such as contact information, service requirements, and budget estimates. Conditional fields can be used to show relevant questions based on the services the lead is interested in. 2. **Customer Service Requests** * Use forms to collect feedback on services, log customer support tickets, or schedule service appointments. The payment field can be added to collect deposits or service fees directly. 3. **Client Feedback & Surveys** * Create feedback forms to gather insights from clients, such as satisfaction ratings or suggestions for improvement. Multi-select and dropdown fields help you categorize responses efficiently. 4. **Event Registrations** * Set up forms for event registrations, capturing attendee details, and even collecting payments for tickets or fees. #### Conclusion 3sigma CRM’s customizable forms are a powerful tool for capturing data and streamlining your business processes. With a variety of fields and flexible conditional options, you can create forms tailored to your specific needs, whether it’s for sales, customer service, or feedback collection. Start using forms today to automate your lead management and enhance your customer interactions! 🌟 For further assistance, access our support through **More > Get Help** in the app. # Managing Multiple Businesses Our CRM app offers a powerful feature that allows users to manage multiple businesses seamlessly. This feature is designed for users who run multiple ventures and need separate CRM accounts, team structures, and lead management systems, all within one app. Here's how you can make the most of this functionality: *** ### **What is Multi-Business Management?** With our multi-business management feature, you can: * **Create Multiple Businesses:** Set up entirely separate CRM accounts for each business. Each account operates independently, allowing you to customize settings, manage different teams, and track separate leads. * **Shared Subscription Limit:** The subscription limit is shared across all your businesses, simplifying management while providing flexibility. * **Ultimate Plan Requirement:** This feature is exclusively available for users on the **Ultimate Plan**. *** ### **Adding Team Members in Multi-Business Accounts** Adding team members to your businesses is simple and efficient: 1. **Inviting Team Members:** Send an invitation via WhatsApp or email. Once the invite is accepted, the team member can start working immediately. 2. **Role Switching:** Team members can hold different roles in different businesses. For example, someone can be an admin in one business, an employee in another, or a manager elsewhere. This flexibility ensures that roles are tailored to the needs of each business. *** ### **Switching Between Businesses** Switching between businesses is effortless and can be done on both the mobile app and the web: * **On Mobile:** 1. Go to the **More** menu. 2. Tap the business name displayed at the top of the screen. 3. Select the business you want to switch to. * **On Web:** 1. Click on your **Profile** in the top-right corner of the screen. 2. Select **Switch Business** from the dropdown menu. This intuitive switching process allows you to manage all your businesses without logging in and out repeatedly. *** ### **Key Benefits** * **Separation of Data:** Each business has its own leads, team members, and customizations, ensuring that data is not mixed between businesses. * **Flexibility:** Adapt roles and permissions according to the needs of each business. * **Efficiency:** Manage all your businesses within one app, saving time and effort. # Managing duplicates Duplicate leads can clutter your CRM, making it harder to manage and track your sales effectively. To ensure a streamlined process, our CRM app offers powerful tools to **identify**, **restrict**, **merge**, or **delete** duplicate leads. With flexible options for different scenarios, you can maintain a clean and organized lead database. *** ## **Key Features for Managing Duplicate Leads** 1. **Allow or Restrict Duplicates** 🚫 * You can control whether duplicate leads are allowed in your system by enabling or disabling the **Allow Duplicate Leads** flag. * **On Mobile:** Navigate to **More > Settings > Manage Customization > Allow Duplicate Leads** to toggle this feature. * When disabled, users will be prevented from creating duplicate leads manually. 2. **Integrations and Duplicate Leads** 🔄 * Duplicate leads generated from integrations like Facebook can still be allowed, ensuring smooth lead syncing. * To enable this feature, contact our support team. 3. **Duplicate Manager** 📊 * **On Web:** Open the **Leads** screen and click on the **Duplicates Filter** to view and manage all duplicates. * **On Mobile:** * Duplicate leads are flagged in the **Lead Details** page with a message like "2 duplicates found." * From there, you can take action to **merge** or **delete** duplicates. 4. **Merge Duplicates** 🔗 * Combine all duplicate leads into one consolidated record. * All associated activities, tasks, and notes from the duplicate leads will be merged into a single lead. 5. **Delete Duplicates** 🗑️ * Use the **Delete** option to remove duplicate leads while keeping one primary lead intact. * This ensures your database remains clean without losing key information. *** ### **How to Use the Duplicate Manager** * **On Web:** 1. Open the **Leads** screen. 2. Click on the **Duplicates Filter** to view grouped duplicates. 3. Choose to **merge** or **delete** duplicates as required. * **On Mobile:** 1. Open a lead flagged as a duplicate. 2. View details like "2 duplicates found." 3. Tap on the option to **merge** or **delete** duplicates. *** #### **Benefits of Managing Duplicates** * **Organized Database:** 🗂️ Maintain a clean and accurate lead database for better decision-making. * **Improved Efficiency:** ⏱️ Spend less time sorting through duplicates and more time closing deals. * **Customizable Settings:** 🔧 Adjust duplicate settings to suit your business needs, ensuring smooth operations across manual entries and integrations. With these tools, managing duplicate leads is no longer a challenge. Use the **Duplicate Manager** to take control of your CRM and optimize your sales process. # Auto reply bots Reply instantly to customer messages—automatically. Our Keyword Bots let you respond on WhatsApp using pre-approved templates when a customer sends specific words like **“price”**, **“details”**, or **“catalog”**. No delays. No missed leads. Bots run 24/7 and keep your sales pipeline active. *** ### **🚀 Smart Keyword Triggers** Set up bots that reply when a lead types specific words: * **Multiple Keywords:** Add as many triggers as needed (“price”, “brochure”, “emi”, etc.) * **Instant Replies:** Messages go out in seconds * **Automatic Lead Capture:** Every chat becomes a potential lead *** ### **📱 WhatsApp Template Integration** Use your WhatsApp Business templates to respond professionally: * Pick from your approved templates * Live preview before activating * Personalize replies with lead name, interest, and more *** ### **📊 Powerful Analytics** Know exactly how your bots are performing: * Total times each bot was triggered * New leads generated from chats * Error logs to fix failed responses *** ### **⚙️ Simple Bot Management** Control everything from one dashboard: * Turn bots on/off with a toggle * Edit keywords or templates anytime * Clean table view with status and metrics * Safe delete with confirmation prompts *** ### **🔍 Smarter Keyword Strategy** Get the most out of your bots: * See which keywords get the most responses * Add/remove keywords visually (chip-style) * Mobile-friendly interface *** ### **📡 Real-Time Monitoring** Stay in control with live insights: * Watch active chats as they happen * See last time each bot ran * Get alerts for any failed sessions * Health indicators show overall performance *** ### **🎯 Real-World Use Cases** Here’s how different businesses are using Keyword Bots: #### 🏘️ Real Estate **Keyword:** “brochure”\ **Reply:** Sends project brochure and asks for budget to qualify the lead. #### 🏦 Finance & Loans **Keyword:** “emi”, “interest”\ **Reply:** Sends loan EMI options and requests income info for further steps. #### 📞 Telecalling Teams **Keyword:** “info”\ **Reply:** Sends product info and auto-assigns the lead to a caller. #### 🛍️ E-commerce & D2C **Keyword:** “price”, “COD”\ **Reply:** Sends product pricing and confirms availability with address capture. #### 💼 Service Providers **Keyword:** “services”, “packages”\ **Reply:** Sends service list and asks for preferred time for a callback. #### 🎓 Education Consultants **Keyword:** “abroad”, “courses”\ **Reply:** Sends course list + free counseling slot options. *** ### **✅ Getting Started** 1. **Click “Create New Bot”** 2. Add relevant keywords 3. Choose a WhatsApp template 4. Turn it on and track results live # Intro- Whatsapp business API **Introduction: WhatsApp API Integration for 3sigma CRM 📲** The WhatsApp API integration in **3sigma CRM** empowers you to automate and streamline your business communications, allowing you to reach your customers quickly and effectively. This feature provides powerful tools to enhance your messaging experience, making it easier to engage with leads, manage customer inquiries, and run marketing campaigns—all from within 3Sigma CRM. ## **Limitations of the WhatsApp Business App** While the WhatsApp Business App is free and suitable for small businesses, it has limitations that can hinder your sales engagement efforts: * **Broadcast Limit of 256 Users**: Send messages to a limited number of contacts at once. * **Contact Requirement**: Only users who have added you to their contacts will receive your broadcasts. * **No Analytics**: Tracking the performance of your broadcasts is not possible. * **Limited Automation**: You can't send automated messages like greetings. * **No Scheduling**: Scheduling messages for later delivery is not allowed. * **No Clickable Buttons or Quick Replies**: Messaging options are restricted. * **Fear of Account Ban**: There’s a risk of having your number banned permanently if you spam too much. ## **Why Use the WhatsApp Business API?** * **No More Bans 🚫**: Easily follow WhatsApp rules to keep your account safe. * **One-Click Campaigns 📲**: Send marketing messages to all your customers with a single click. * **Auto Replies ⏱️**: Set up automatic responses for quick replies without extra effort. * **Schedule Messages 📅**: Plan messages in advance for timely delivery, even when you're busy. * **Add New Leads Automatically ➕**: Automatically add new contacts when they message you, ensuring you never miss a lead. * **Reach Thousands Fast 🌍**: Broadcast messages to thousands of people quickly, eliminating manual work. * **Track Message Success 📊**: Monitor which messages get the best responses to optimize your strategy. * **Group Your Audience 📁**: Easily organize contacts to send the right messages to the right people. * **Send Rich Media Messages**: Personalize messages using data from your CRM, including images, videos, and PDFs. ## **Benefits of Combining CRM Data with the WhatsApp API** Integrating your **3sigma CRM** with the WhatsApp API enhances communication capabilities by allowing CRM data to drive personalized messaging: * **Status Change Notifications**: Automatically send messages when the status of a lead or project changes, keeping everyone informed. * **Appointment Reminders**: Send timely reminders for site visits and appointments, reducing no-shows. * **Renewal and Payment Reminders**: Keep customers informed with reminders for renewals and payments, ensuring timely follow-ups. * **Engage Leads Proactively**: Use CRM data to trigger messages that engage leads at critical points in the sales process. ## **What You Can Do with the WhatsApp API:** * **Send Campaigns 📢**: Launch targeted WhatsApp campaigns to promote your products, services, or special offers. Schedule campaigns in advance and track their performance for optimal reach. * **Automated Drip Messaging 💬**: Set up automated message sequences to nurture your leads over time, keeping them engaged throughout the sales process. * **Trigger Automated Messages ⚡**: Use customer actions (e.g., new lead entries, missed calls, or completed forms) as triggers to send personalized messages automatically, ensuring quick and effective follow-ups. * **Manage a Shared Inbox 📥**: Collaborate with your team using a shared WhatsApp inbox where you can assign messages, respond to customer queries, and track conversations in real-time—all from a single dashboard. * **Create and Manage Templates 📋**: Design and save message templates for common interactions, such as appointment reminders, sales follow-ups, or welcome messages. Templates help maintain consistency and save time when messaging clients. *** ## **User Guide video** {% embed url="" %} ## How Users Are Charged 💰: * The WhatsApp API feature is billed based on message volume and usage. Charges apply per message sent, including campaigns, automated sequences, and template messages. We offer flexible plans tailored to your needs, with all charges added to your monthly invoice for easy monitoring. ### **FAQs about WhatsApp Business API** 1. **What is the WhatsApp Business API?**\ The WhatsApp Business API is designed for medium and large businesses to communicate with their customers at scale through WhatsApp. It allows businesses to send messages, notifications, and updates directly to users. 2. **How can I use this feature in 3sigma CRM?**\ You can create and manage campaigns either from the lead screen or the campaigns menu. This allows you to select your audience, design messages, and track performance seamlessly. 3. **What types of messages can I send?**\ You can send promotional messages, updates, reminders, and any relevant information tailored to your leads. 4. **Are there any costs associated with using this feature?**\ Yes, using the WhatsApp Business API may incur costs based on the number of messages sent and the nature of the messages. Check with your account representative for detailed pricing. 5. **How do I ensure my messages reach my audience?**\ By using your official WhatsApp number and adhering to best practices for message frequency and content, you can ensure your campaigns are well-received. 6. **Can I use the WhatsApp Business app with the API?**\ No, the WhatsApp Business API is separate from the WhatsApp Business app. The API is designed for larger businesses to send bulk messages and automate communication, while the app is meant for small businesses with individual customer interactions. 7. **Is the WhatsApp Business API free?**\ No, the WhatsApp Business API is not free. There are costs associated with sending messages, and these can vary based on the number of messages sent and the type of content. It's important to consult your account representative for specific pricing details. # WABA API onboarding WhatsApp Business API Onboarding Guide for 3Sigma CRM ## Before You Begin Before you get started with the WhatsApp Business API (WABA) setup, make sure you have the following ready: ✅ **Phone Number**: Keep your business phone ready to receive the OTP. If you don’t have one, you can get a **free testing sandbox number** from Facebook — just tap *Login with Facebook* and choose *Get Free Number*. ✅ **Remove Existing WhatsApp**: If you’re using WhatsApp on this number, back up your data and delete the account from your device. ✅ **Facebook Business Manager**: Make sure you have access to your Facebook Business Manager. ✅ **3Sigma Ultimate Plan**: You must be on the 3Sigma Ultimate Plan to use the WhatsApp Business API. ✅ **Website & GST**: A working website and valid GST number are **mandatory** for WhatsApp API approval. ✅ **Migration**: Moving from another provider? Don’t worry — your settings and templates will be migrated. Remove two-factor authentication (2FA) before setup. *** *** ## Step-by-Step Process ### Step 1: Sign Up for WABA API Sign up for the **WhatsApp Business API** (WABA) using your **Facebook Business Manager** account. ![](/files/kU9VQJHUba5wzu7moIOw) ![](/files/q53gstIpQ9qEZKOPI7cy) ### Step 2: Permission Review Grant the necessary permissions for the WABA API to manage your WhatsApp Business account.\ ![](/files/Gmw93Ilh4X7m7S1x2GxC)
### Step 3: Business Information Fill in your business details accurately. This information will be used to create your **WhatsApp Business Account (WABA)**. \ ![](/files/NZEflJAwlw2MBQrZwbXK) ### Step 4: Set Up Business Profile Create your **WhatsApp Business profile**. This information will be visible to your customers when they contact you via WhatsApp.\ ![](/files/JYNMBaNPTbIEWt8X4WbZ)
### Step 5: Verify Phone Number Verify the phone number you want to use for your WhatsApp Business account. An OTP will be sent to this number.\ ![](/files/pQV6joO1R5kAi8GD0Zq9) ### Step 6: Connect to 3Sigma CRM After verifying the number, authorize **3Sigma CRM** to access your **WABA** account and complete the integration.
### Step 7: Configure WABA in 3Sigma CRM Once the setup is complete, configure your **WhatsApp Business API settings** within **3Sigma CRM** to start managing your WhatsApp communications.
Note : it might some time for Integration to get completed around 15-20 minutes, You can refresh page to get latest status # Inbox The WhatsApp Shared Inbox in 3sigma CRM centralizes all your WhatsApp conversations, making it easier for teams to manage, assign, and respond to messages in one place. It’s a powerful tool for maintaining customer relationships, ensuring timely responses, and improving overall communication efficiency. Whether it's for sales inquiries, customer support, or following up with leads, the shared inbox keeps your team's interactions organized and streamlined. ## What is the WhatsApp Shared Inbox? 🤔 The WhatsApp Shared Inbox is a collaborative space where all team members can access and manage WhatsApp conversations directly within 3sigma CRM. It enables you to view all your WhatsApp chats, assign them to team members, and respond to leads and customers efficiently. ### Key Features of the WhatsApp Shared Inbox 🛠️ 1. **Centralized Communication**\ All WhatsApp messages from your customers and leads are consolidated in a single inbox, making it easy to track and respond to inquiries. 2. **Assign Conversations**\ Assign chats to specific team members to ensure the right person handles the inquiry, improving customer service and response times. 3. **Labels & Status Updates**\ Use labels like "Hot," "Pending," or "Closed" to categorize and prioritize conversations. Update the status of chats to keep track of progress and follow-ups. 4. **Add Notes & Tasks**\ You can add notes and tasks directly within the conversation, helping your team stay informed about customer interactions and next steps. 5. **Shared Collaboration**\ Team members can collaborate and share information within the inbox, making it easier to solve issues and respond to inquiries collectively. ### How to Use the WhatsApp Shared Inbox 📝 1. **Access the Inbox**\ Navigate to the "Inbox" section in your CRM dashboard to see all WhatsApp conversations. You can filter chats by "Unread," "Unassigned," or "Assigned to me" to find relevant messages quickly. 2. **Assign Conversations**\ Click on a chat and assign it to yourself or a teammate to ensure that each message is handled promptly. 3. **Label and Update Status**\ Apply labels like "Hot" or "Pending" and update the status as you progress through conversations to keep everything organized. 4. **Add Notes and Create Tasks**\ Use the "Add Note" and "Add Task" options to record important details or set reminders directly from the chat screen. 5. **Track Chat History**\ Monitor the history and updates for each conversation to maintain continuity and consistency in customer communications. ### FAQs 🤔 1. **What is the WhatsApp Shared Inbox?**\ It’s a feature that consolidates all your WhatsApp messages into one unified inbox, accessible to your team members, for better collaboration and customer service management. 2. **How do I assign a chat to a team member?**\ Click on the chat you want to assign, select the “Assign to” option, and choose the appropriate team member. 3. **What are the benefits of using labels and statuses?**\ Labels and statuses help organize your conversations, prioritize responses, and track the progress of each chat. 4. **Can I add notes or tasks in the shared inbox?**\ Yes, you can add notes and create tasks directly within each conversation to keep track of important details and actions needed. 5. **How does this feature enhance team collaboration?**\ The shared inbox allows team members to view and collaborate on customer interactions, ensuring that everyone is on the same page and can provide consistent service. #### Notes 🗒️ * The WhatsApp Shared Inbox is accessible via the 3sigma CRM dashboard. * Messages are updated in real-time, so you’ll always have the latest information at your fingertips. * Ensure your team has the necessary permissions to access and manage the shared inbox. #### Conclusion The WhatsApp Shared Inbox in 3sigma CRM is a powerful tool that enhances your team’s ability to manage and respond to customer inquiries efficiently. By organizing conversations and allowing for team collaboration, it helps maintain a professional and timely response system, improving customer satisfaction and communication efficiency. For further assistance, reach out to our support team via the **"More > Get Help"** option in the app! 🌟 # Templates #### WhatsApp Templates are a key feature for businesses using the WhatsApp Business API in 3sigma CRM. They help maintain consistency and compliance while communicating with customers. Knowing the types of templates you can create, their approval process, and the significance of different template sections like headers, body, footers, and buttons is essential for effective messaging. ## Why Template Creation is Important 📝 * **Maintains Consistent Messaging:** Templates ensure that messages sent across various customer interactions are clear and professional, enhancing customer experience. * **Compliance with WhatsApp Policies:** All templates adhere to WhatsApp’s rules, preventing penalties and ensuring smooth delivery of messages. * **Improves Efficiency:** Templates save time by providing pre-approved messages for recurring scenarios, freeing up your team to focus on other tasks. * **Targeted Communication:** Templates are specifically for new customers who have opted in to receive messages, ensuring your communications are relevant and welcome. ## Template Sections Explained 🧩 1. **Header**\ The header is the top section of your template and can include: * **None:** No header is used. * **Text:** A simple header to introduce the message with text. * **Image:** An image can be added to make the message visually engaging. * **Video:** A short video can be used for more dynamic communication. * **Document:** Attach a document as a header for detailed information or further resources. 2. **Body**\ This is the main content of the template. It may include personalized fields like `{{name}}` to tailor messages for each customer and provides the essential information or call-to-action. 3. **Footer**\ The footer appears at the bottom of your message and can include: * Unsubscribe options. * Taglines or other brief information about your business. 4. **Buttons**\ Buttons provide interactive elements for customers: * **Call to Action:** Directs customers to take an action, such as calling a phone number or visiting a URL. * **Custom Text:** Customize the button text to encourage specific actions, like "Call Us" or "Visit Website." ### Approval Process for Templates ⏳ * **Template Submission:** After creating a template, submit it for WhatsApp’s approval to ensure it meets their guidelines. * **Approval Time:** The process may take some time, so it’s important to plan ahead and submit templates early. * **Post-Approval Usage:** Once approved, templates become available for use in campaigns and automated messages, enabling you to expand your outreach efforts efficiently. ## FAQs 🤔 1. **What are WhatsApp Templates?**\ WhatsApp Templates are pre-approved message formats used for consistent and compliant communication with customers via the WhatsApp Business API. 2. **Why do templates need approval?**\ Approval ensures that the messages comply with WhatsApp’s policies, preventing delivery issues and avoiding penalties. 3. **How long does template approval take?**\ The approval process can vary, so it’s recommended to submit templates ahead of time. Once approved, they can be used immediately. 4. **Can I personalize my templates?**\ Yes, you can personalize templates with fields like `{{name}}` to customize messages for each lead. 5. **Where can I use templates?**\ Approved templates can be used in campaigns, automations, and other interactions with customers through the WhatsApp Business API. #### Conclusion Creating and managing WhatsApp Templates in 3sigma CRM is a crucial step for maintaining effective and compliant customer communication. By understanding the different sections and approval process, you can create impactful and efficient messaging campaigns that align with WhatsApp’s standards. For further assistance, reach out to our support team via the **"More > Get Help"** option in the app! 🌟 # Campaigns #### The Campaign feature in 3sigma CRM is an official WhatsApp Business API integration, designed to streamline your marketing efforts by allowing you to send targeted campaigns to your leads using your own WhatsApp number. This feature enables you to connect effectively with your audience while maintaining a professional touch. ## What is the WhatsApp Business API Campaign? 🤔 The WhatsApp Business API Campaign allows businesses to send bulk messages to their leads and customers via WhatsApp. By using this feature, you can enhance your communication strategy, ensuring timely and relevant updates reach your audience directly on a platform they use daily. ## How Can You Use It? 🛠️ * **Broadcast Messages:** Send messages to multiple leads at once, saving time and improving efficiency. * **Automated Drip Messages:** Set up sequences of messages that can be sent automatically over time, nurturing leads effectively. * **Manage Shared Inbox:** Handle incoming messages and inquiries from leads in one centralized location. * **Create and Manage Templates:** Design message templates for consistency in communication and quicker campaign creation. ## Benefits of Using the Campaign Feature 🌟 * **Send Campaigns Using Your Number:** Messages are sent from your official WhatsApp number, increasing trust and recognition among your leads. * **Track Campaign Performance:** Monitor the number of messages sent, delivered, and pending, allowing you to assess the effectiveness of your outreach. * **No Phone Number Ban Concerns:** Utilize WhatsApp for outreach without fear of restrictions on your number. * **User-Friendly:** Intuitive interface to set up campaigns, making it easy for anyone to use, regardless of technical skills. * **Daily Limits:** Easily check your daily messaging limits to ensure compliance with WhatsApp’s policies. ## Frequently Asked Questions ❓ 1. **What is the WhatsApp Business API?** * The WhatsApp Business API is designed for medium and large businesses to communicate with their customers at scale through WhatsApp. It allows businesses to send messages, notifications, and updates directly to users. 2. **How can I use this feature in 3sigma CRM?** * You can create and manage campaigns either from the lead screen or the campaigns menu. This allows you to select your audience, design messages, and track performance seamlessly. 3. **What types of messages can I send?** * You can send promotional messages, updates, reminders, and any relevant information tailored to your leads. 4. **Are there any costs associated with using this feature?** * Yes, using the WhatsApp Business API may incur costs based on the number of messages sent and the nature of the messages. Check with your account representative for detailed pricing. 5. **How do I ensure my messages reach my audience?** * By using your official WhatsApp number and adhering to best practices for message frequency and content, you can ensure your campaigns are well-received. ## Tracking Your Campaign Status 📊 * After launching your campaign, you can track: * **Sent Messages:** See how many messages were sent successfully. ✉️ * **Pending Messages:** Monitor any messages that are still pending delivery. ⏳ * **Status Updates:** Check the overall performance status of your campaign. 📈 ### Daily Limit Check ✅ * Remember to check your **Daily Limit** on the top right corner of the campaign screen to ensure you stay within your messaging quota and can plan your campaigns effectively. 📋 > With the WhatsApp Business API Campaign feature in 3sigma CRM, you can efficiently reach your leads and manage your marketing efforts professionally. Start leveraging the power of WhatsApp campaigns today! 🎉 # Common errors and FAQ's This guide covers common errors you may encounter when onboarding with the WhatsApp Business API using the embedded signup method, accessing the Business Portfolio, migrating accounts, managing messaging limits, and addressing account/template quality issues. ### 1. **Error: "Business Verification Failed"** **Description:** Occurs when your business information does not match or fails verification. **Solution:** * Ensure the business name, address, and other details match exactly with official documents (e.g., business license, tax document). * Verify that your business is eligible for WhatsApp Business API (e.g., not in restricted categories like gambling or adult content). * Resubmit documents if needed or contact WhatsApp support for further guidance. ### 2. **Error: "Phone Number Already in Use"** **Description:** The phone number you're trying to register is already associated with another WhatsApp Business account. **Solution:** * Confirm if the phone number is linked to another WhatsApp Business or personal account. If so, unlink it before proceeding. * If you’re unsure, reach out to WhatsApp support to check the status of the number. ### 3. **Error: "Business Portfolio Access Denied"** **Description:** Access to the Business Portfolio is denied, which can occur if permissions are not properly set up. **Solution:** * Make sure your Facebook Business Manager account has the required permissions to manage the Business Portfolio. Admin access is necessary. * Verify that the WhatsApp Business Account is correctly linked to the Business Portfolio in your Facebook Business Manager settings. * Check if the Business Manager account has been verified; incomplete verification may cause access issues. ### 4. **Error: "Invalid Business Portfolio ID"** **Description:** The ID provided for the Business Portfolio is incorrect or not recognized. **Solution:** * Double-check the Business Portfolio ID in your Facebook Business Manager under “Account Quality” or “Business Settings.” * Ensure that your WhatsApp Business API account is linked to this specific Business Portfolio. * If needed, log out and log back in to refresh the connection and try again. ### 5. **Error: "Portfolio Configuration Incomplete"** **Description:** Some required steps to set up the Business Portfolio are missing or incomplete. **Solution:** * Review each setup step to make sure you’ve added all necessary details like business information, payment methods, and the WhatsApp Business account. * If unsure, go through the Business Portfolio setup again to ensure no steps are skipped. ### 6. **Error: "Phone Number Format Incorrect"** **Description:** The phone number format is not accepted. **Solution:** * Make sure you enter the number in international format: `+[Country Code][Phone Number]`. * Avoid using spaces, parentheses, or hyphens. ### 7. **Error: "API Access Denied"** **Description:** This error may occur due to missing permissions or restrictions in accessing the API. **Solution:** * Check if the Facebook Business Manager account has the necessary permissions to access the WhatsApp Business API. * Ensure that the Facebook account you’re using has admin rights for the associated Business Manager. * If the issue persists, reauthorize the connection by reconnecting your Facebook and WhatsApp accounts. ### 8. **Error: "Migration Failed"** **Description:** Errors may occur when migrating a phone number or business account from another provider or version of the API. **Solution:** * Ensure you follow WhatsApp’s migration guide precisely, including backing up all necessary data and completing verification steps for the new setup. * Double-check the credentials, API keys, and verification codes to confirm they match correctly. * If the issue continues, contact your API provider or WhatsApp support for additional migration assistance. ### 9. **Error: "Phone Number Migration Incomplete"** **Description:** The migration of your phone number is incomplete or stuck. **Solution:** * Make sure the old account linked to the phone number is disconnected properly before initiating the migration. * Verify that you have administrative control over the phone number during the migration process. * Restart the migration process if necessary, ensuring all steps, such as the verification code, are completed correctly. ### 10. **Error: "Messaging Limit Reached"** **Description:** You’ve reached your messaging limit for the day or the current messaging tier. **Solution:** * WhatsApp has different messaging tiers, starting with a limited number of unique contacts per day. To increase this limit, ensure you maintain a high-quality rating for your messages and templates. * Increase your messaging tier by building trust with WhatsApp—ensure your messages are engaging, and encourage user interaction (e.g., customers replying to your messages). * Regularly check your messaging limit status and quality rating in the Business Manager dashboard under the "Account Quality" section. ### 11. **Error: "Account Quality Rating Low"** **Description:** Your account has received a low quality rating, which may impact your ability to send messages. **Solution:** * Review your messaging practices to ensure compliance with WhatsApp’s policies. Avoid spamming users and only send messages to contacts who have opted in. * Improve engagement by sending personalized messages and using approved templates. * Check your account status in the "Account Quality" section of the Business Manager to identify issues and improve quality. ### 12. **Error: "Template Rejected"** **Description:** The message template you submitted for approval was rejected by WhatsApp. **Solution:** * Ensure your template follows WhatsApp’s guidelines, such as including variable parameters (e.g., {{1}}, {{2}}) for customization and avoiding promotional language. * Avoid using sensitive or inappropriate content in templates, and make sure the template is clear, concise, and relevant. * Resubmit a revised template for approval after making necessary corrections. ### 13. **Error: "Template Quality Rating Degraded"** **Description:** A template’s quality rating has dropped, which may affect its delivery. **Solution:** * Monitor your template’s performance in the "Account Quality" section. If your template consistently receives negative feedback, update it to improve clarity and relevance. * Avoid repeatedly sending a template that has a low engagement rate. Test different versions or rephrase the content to be more engaging. * Ensure that templates align with the expectations set when customers opted into receiving your messages. ### 14. **Error: "API Setup Incomplete"** **Description:** This message indicates that some required steps during the signup process were skipped. **Solution:** * Go back and review each step to ensure all required fields are completed correctly, including business details, phone number verification, and linking your Facebook Business account. * If unsure, restart the embedded signup process from the beginning to ensure no steps are missed. ### 15. **Error: "Internal Server Error"** **Description:** This generic error can happen due to server issues on WhatsApp or Facebook's end. **Solution:** * Refresh the page and attempt the process again. * Check the status of WhatsApp’s API and Facebook’s systems for any ongoing outages. * If the problem remains, wait for some time before retrying as the issue may resolve itself. #### Need Further Help? If you’re still encountering errors not listed here, consider the following steps: * Visit the [Meta Business Help Center](https://business.facebook.com/help) for further documentation and support. * Contact WhatsApp Business API support directly through the Meta Business Manager. By following these steps, you should be able to troubleshoot and resolve common onboarding, migration, messaging limit, and account/template quality issues with the WhatsApp Business API using embedded signup. # Common template/payment issues ## **Allowed File Types** WhatsApp Business API supports specific file types for attachments in templates, including media files (images, documents, videos, and audio). * **Supported File Types**: * **Images**: JPEG, PNG * **Documents**: PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX * **Audio**: MP3, OGG, AAC * **Video**: MP4 * **Other formats**: ZIP (for archive-related content, if needed) * **Common Issues**: * Uploading unsupported formats like TIFF, BMP, or SVG. * Attempting to upload files with DRM-protected content (e.g., certain PDFs or videos). * Make sure there are no special characters or spaces or numbers in the file name including Non-ASCII characters (e.g., emojis, accented letters). * **Solutions**: * Convert files to supported formats before uploading (e.g., use tools like Adobe Acrobat or online converters for PDF files). * Verify file integrity to ensure it opens without errors on other devices. #### *** ## **Allowed File Sizes** Each file type has a size limit to ensure optimal delivery through the WhatsApp network. * **File Size Limits**: * **Images**: Up to 5 MB. * **Documents**: Up to 5 MB. * **Audio**: Up to 16 MB. * **Video**: Up to 16 MB. ## Template Creation: Categorization, Approval Process Creating WhatsApp Business API templates requires accurate categorization, compliance with guidelines, and attention to file requirements to ensure approval within the typical **24-48 hour** timeframe (may extend to **3-5 days** during high volumes). 1. **Categorization**: * Match the template’s purpose with the correct category: * **Transactional** (e.g., order updates), **Marketing** (e.g., promotions), or **Utility** (e.g., support updates). * Misclassification often leads to rejections; 2. **Approval Process**: * Templates must have clear, concise, and user-friendly content. Avoid ambiguous phrases, unsupported placeholders, and policy violations. * Provide a detailed description of the template’s use case during submission. ## Payment Method Errors for Sending WhatsApp Business API Messages To send messages via the WhatsApp Business API (WABA), ensuring the payment method is correctly set up is crucial. Below are the common issues and solutions for handling payment method errors: ### **How to Add or Update Payment Methods** * Log in to your **Facebook Business Manager** or WABA dashboard. * Navigate to **Billing Settings** under the **Business Settings** menu. * Click on **Add Payment Method in Facebook business and Waba manager** and enter the following details: * **Card Number**: Ensure accuracy and avoid extra spaces. * **Expiration Date**: Use MM/YY format. * **CVV**: 3-digit code on the back of the card (or 4-digit for AMEX). * **Cardholder Name**: Enter exactly as it appears on the card. * **Billing Address**: Match the address registered with your bank. ### **Solutions for Common Issues** * **Card Rejection**: * Use a card that supports international transactions (Visa/MasterCard/AMEX). * Ensure the card has sufficient funds and is not expired. * **Currency Mismatch**: * Confirm with your bank that the card supports transactions in the required currency (e.g., USD). * **Transaction Blocks**: * Contact your bank to pre-authorize payments to Facebook or Meta. * **Billing Address Errors**: * Double-check and update the address in the payment method settings. ### **Handling Payment Failures** * If a payment fails, Facebook typically retries multiple times over a few days. * Ensure the primary payment method is updated to avoid suspension of your WABA services. * In case of persistent issues, switch to alternative payment methods (PayPal, direct bank transfers). # Green Tick Verification Badge: What It Is and How to Get It The green tick badge is a verified badge on WhatsApp that appears next to your business name in the chat header, indicating that your business has been verified as an authentic, notable brand by WhatsApp. This badge enhances your brand's credibility and trustworthiness. **How to Get the Green Tick Badge:** 1. **Meet WhatsApp’s Eligibility Criteria:** * The green tick badge is reserved for brands that are well-known and have a strong presence or recognition in their industry. Small businesses or those without a significant public presence may not be eligible. * The business must not be in a restricted or prohibited category (e.g., gambling, adult content, illegal services). 2. **Verify Your Facebook Business Account:** * Ensure your Facebook Business Manager account is verified. This is a mandatory step before you can apply for the green tick badge. To verify: * Go to your Facebook Business Manager settings. * Under “Security Center,” submit the necessary documents for verification (e.g., business license, utility bills, or tax documents). * Wait for Facebook to approve your verification. 3. **Apply for the Green Tick Badge** 4. **Ensure High-Quality Messaging Practices:** * WhatsApp evaluates your account based on the quality of messages you send and the engagement levels. Make sure your messaging practices comply with WhatsApp’s policies: * Avoid spamming customers or sending unsolicited messages. * Use personalized and relevant templates that encourage positive customer interaction. * Maintaining high template quality and a good account status improves your chances of receiving the green tick badge. 5. **Provide Proof of Business Notability:** * As part of the verification process, WhatsApp may require proof of your business's public presence. This could include: * Media coverage, significant social media presence, or any other material showing your business is well-known. * Additional information demonstrating your business’s impact or influence in your industry. 6. **Await Approval:** * The review and approval process may take time, depending on WhatsApp’s evaluation criteria. Your API provider will notify you of the outcome. **Note:** The green tick badge does not guarantee higher messaging limits or additional API features; it only serves as a mark of authenticity. By following these steps and working closely with your WhatsApp API provider, you can increase your chances of obtaining the green tick verification badge and boosting your business’s credibility on WhatsApp. # Verify Your WhatsApp Business Display Name Your **WhatsApp Business Display Name** is the name customers see when they chat with your business or view your WhatsApp profile. When you **add a new phone number** to your WhatsApp Business Account in your **Meta Business Portfolio**, you’ll need to assign a **Display Name** to it.\ This name helps customers easily recognize your business and maintain trust while interacting with you on WhatsApp. If you’re using the **3Sigma WhatsApp Business API**, setting an approved display name ensures your messages appear professional and fully compliant with WhatsApp’s business policies. *** #### 🏷️ What Is a Display Name? Your display name should clearly represent your business — it must be related to your company, brand, or service. **Examples:**\ ✅ *SmartBuild Infra Pvt. Ltd.*\ ✅ *Elite Realty by SmartBuild*\ ✅ *GrowMore Finance Services*\ ❌ *Best Deals in Town*\ ❌ *Official SmartBuild Verified* Your name must comply with the **WhatsApp Business Messaging Policy** and the **Display Name Guidelines**. If your WhatsApp account is managed by a **Business Solution Provider (BSP)** — such as 3Sigma — your BSP will help configure and submit your display name for review. *** ### 🔍 WhatsApp Display Name Review Process You can start using WhatsApp Business Platform **immediately after onboarding** — you don’t have to wait for the display name review to complete. Once your business starts using WhatsApp: 1. ✅ **WhatsApp reviews your Display Name** for consistency and compliance. 2. 📈 The name becomes eligible for formal review as your messaging limit increases. 3. 🔔 You’ll be notified once your display name is approved or if changes are required. If you edit your display name later, the **new version will go through a fresh review** before it can appear publicly. *** ### 🌟 WhatsApp Official Business Account (Green Tick) If your business aims to get the **green verified tick (✅)**, it must qualify as a **notable business** — one that is: 🏢 Well-known or widely recognized\ 📰 Mentioned in credible publications or has a strong online presence Official business verification is applied **per phone number**, and can use your current or updated display name when applying. **Examples:**\ ✅ *Hindware Home Innovation*\ ✅ *GrowMore Finance*\ ✅ *Elite Realty by SmartBuild*\ ❌ *Top Property Deals* (too generic) Learn more about applying for the official green tick in your [**WhatsApp Manager**](https://business.facebook.com/latest/whatsapp_manager/overview). *** ### ⚙️ How to Edit or Verify Your Display Name 1. Open [WhatsApp Manager](https://business.facebook.com/latest/whatsapp_manager/overview) 2. Click **Phone Numbers** in the left sidebar 3. Select your **WhatsApp number** 4. Go to **Profile → Edit Display Name** 5. Enter your **registered business name exactly as on your website or documents** 6. Save your changes and wait for review *** #### 📘 Tips * Use your **registered or brand name** (e.g., *Elite Realty Pvt. Ltd.*, *GrowMore Finance*). * Avoid using offers or slogans (❌ *20% Off*, ❌ *India’s Best Service*). * Keep consistency across your **website, GST certificate, and social profiles**. * For sub-brands, mention their parent relationship (✅ *SmartBuild Homes by SmartBuild Infra*). # WhatsApp Cloud API: Account Bans, Setup Requirements & Best Practices If you're using the **WhatsApp Cloud API** with 3sigma CRM (not a BSP), it’s essential to follow Meta’s communication and platform policies to avoid account **restrictions or bans**. Here’s everything you need to know — from **message practices** to **website requirements** and **business eligibility**. *** ### ❗ Why WhatsApp May Restrict or Ban Your Number WhatsApp can flag, restrict, or ban your number due to: | Reason | What It Means | | ----------------------------------- | ------------------------------------------------------------------------- | | 🚫 Spam-like Behavior | Sending similar messages to many users without proper opt-in | | ❌ High Block/Report Rates | Users are blocking or reporting your messages too often | | 📄 Unapproved or Irrelevant Content | Sending content that violates WhatsApp's guidelines | | 📢 Overly Promotional Messaging | Pushing too many sales-driven messages without personalization or context | | 🔁 Repetitive Message Patterns | Repeatedly sending the same template | Even though **you manage opt-ins and unsubscribes**, WhatsApp still monitors **user feedback** (blocks/reports), so follow the best practices below. *** ### ✅ Best Practices (Cloud API) #### ✔️ DO: * ✅ **Get Explicit Opt-ins**\ Leads must know they’ll receive WhatsApp messages. Use checkboxes, call confirmations, or form fields. * ✅ **STOP/Unsubscribe Option in Every Message**\ You already have this—great! Make sure it works and removes the lead from messaging. * ✅ **Use Relevant, Value-Driven Messages**\ Avoid “hard sell” language. Focus on updates, reminders, useful info. * ✅ **Personalize Templates**\ Use names, interests, or context from the lead’s activity. * ✅ **Space Out Campaigns**\ Large sends should be broken into smaller batches to avoid spam triggers. * ✅ **Monitor Metrics**\ Use the Cloud API dashboard to watch for: * Message quality drops * High block/report rates * Reduced send limits *** ### ❌ DON’T: * ❌ Message people without opt-in * ❌ Skip unsubscribe instructions * ❌ Send only promotional messages * ❌ Reuse the same template again and again * ❌ Ignore “low quality” warnings from Meta *** ### 🛑 If Your Number Gets Restricted or Flagged | Status | Meaning | Action | | --------------------------- | ---------------------------------------------- | ------------------------------------------ | | **Low Quality Rating** | Users are blocking or reporting your messages | Pause sending, revise your templates | | **Messaging Limit Reduced** | You’ve hit behavior flags, quota gets lowered | Slow down, improve engagement | | **Banned** | WhatsApp has blocked you from sending messages | Submit an appeal via Meta Business Support | *** ### 🧾 Website Requirements for Meta Verification (Cloud API) Before using WhatsApp Cloud API or verifying your Business Manager, you must have a proper business website. Meta checks this manually. #### ✅ Your Website Must Include: | Requirement | Description | | ----------------------------- | --------------------------------------------------------- | | 🏢 **Business Name** | Must clearly match your Meta Business name | | 📞 **Contact Info** | Phone, email, or contact form is required | | 📍 **Business Address** | Optional, but recommended if you have a physical location | | 🔒 **Privacy Policy** | Must include a privacy policy or terms and conditions | | 💼 **Business Activity Info** | Describe what your business does clearly | *** ### 🔐 Facebook Business Verification (for Cloud API) To unlock messaging limits and access WhatsApp Cloud API fully, you must verify your **Facebook Business**: #### Steps: 1. Go to [Meta Business Settings](https://business.facebook.com/settings) 2. Select your **Business Account** 3. Go to **Business Info** → Click **Start Verification** 4. Upload: * Government ID proof or registration docs * Website and contact info 5. Verification usually takes **1–7 days** > ⚠️ Don’t use dummy documents or fake websites — Meta may ban your account permanently. *** ### 🚫 Restricted or Prohibited Businesses WhatsApp does **not allow** certain types of businesses or content: | Not Allowed | Examples | | ---------------------------- | ------------------------------------------- | | ❌ Adult Content | Pornography, sex products | | ❌ Tobacco/Alcohol Sales | Includes e-cigarettes and vaping | | ❌ Weapons & Ammunition | Firearms, knives, explosives | | ❌ Drugs or Supplements | CBD, steroids, weight loss pills | | ❌ Gambling or Lotteries | Betting apps, fantasy sports with cash | | ❌ Cryptocurrency/MLM Schemes | Crypto tokens, forex scams, pyramid schemes | | ❌ False Medical Claims | COVID cures, miracle treatments | | ❌ Counterfeit Goods | Fake branded products | > ⚠️ If your business operates in any of these areas, WhatsApp Cloud API will likely reject your verification or ban your number. *** ### 🛠️ Need Help? Use Meta Business Support If your number gets **restricted, blocked, or flagged**, or if your verification gets stuck, you can contact Meta support directly: #### 🔍 How to Reach Meta Business Support: 1. Go to the [Meta Business Help Center](https://www.facebook.com/business-support-home) 2. Scroll down and click **"Get Help"** 3. Select **WhatsApp** as the product 4. Choose the relevant issue (e.g., “Account disabled”, “Messaging limits”, etc.) 5. Click **Chat with a representative** (available during business hours) You can also go to if you’re already logged in. They’ll usually ask for: * Your WhatsApp Business Account ID * Business Manager ID * Screenshot of the error or blocked number * Brief explanation of what happened > 📝 Tip: Be clear, honest, and concise in your message. If you’ve already fixed the issue (like stopped using a flagged template), let them know! Need help setting up your Cloud API properly or improving message templates?\ 📲 Reach out to our support team — we’ll help you stay compliant and effective. # Automations The Automation feature in 3sigma allows users to streamline workflows, enhancing efficiency and reducing manual tasks. By setting up specific triggers and actions, you can automate various processes in your CRM. #### Understanding Actions and Triggers * **Triggers:** Events that initiate automated workflows. When a specified event occurs, it prompts the corresponding actions. **Key Triggers:** * **Leads:** New leads entering the system. * **Tasks:** Changes or creations of tasks associated with leads. * **Activities:** User interactions or updates related to leads. * **Quotations:** Updates or changes to quotations tied to leads. * **Content:** Updates to any content related to lead management. * **Actions:** The tasks executed in response to triggers. Actions can include updates, notifications, and task creations related to leads. **Key Actions:** * **Create New Task:** Automatically generate a task when a new lead is created or when an existing lead requires follow-up. * **Assign Leads:** Automatically assign leads to team members based on predefined rules. * **Update Leads:** Change lead details or status based on specific triggers. * **Copy/Move Leads:** Seamlessly move leads between lists or update their information as necessary. * **Send App Notifications:** Automatically notify users about important events or updates within the app. * **Send Emails:** Trigger email communications based on lead activity. * **Automated Marketing Messages:** Send notifications, feedback requests, or marketing messages automatically based on lead interactions. #### Important Note delay action You can introduce delays between actions, enabling you to create drip campaigns that automatically send messages and develop automated action plans. **Key Benefits:** * **Automated Action Plans:** Use automation to create structured action plans that guide your leads through the sales funnel like create callbacks, send messages and reminders * **Drip Marketing Campaigns:** Design campaigns with delays to send messages at optimal times, ensuring consistent engagement. **Example Use Cases:** * Set reminders for follow-ups at important milestones. * Automatically send targeted messages based on lead interactions. By leveraging automation and drip marketing, you can run your sales process efficiently, ensuring timely communication {% embed url="" %} # Manage Invoices The invoicing screen is your go-to place for managing all your invoices efficiently. Here’s a step-by-step guide on how to use it: #### 📋 What Is the Invoicing Screen? The invoicing screen allows you to create, manage, and customize invoices for your business. It’s designed to make invoicing quick, organized, and professional. #### 🛠️ How to Access and Use It 1. **Go to the Menu**\ Tap on **More** (`⋮`) and select **Invoices** from the list. 2. **Creating a New Invoice**\ Tap the **➕** button to create a new invoice. Each invoice is automatically assigned a unique invoice number. You can customize the prefix and series number if needed. 3. **Select a Lead**\ Search for and select an existing lead, or use the **More Quick Option** > **Create Option** to quickly add one. 4. **Add Products**\ Tap **Add Product** to select items from your product list. You can edit any product details by tapping the **✏️** button next to the product. 5. **Additional Fields** * **Charges**: Add shipping fees or other additional charges. * **Discounts**: Add discounts as a percentage or a flat amount. * **Tax**: Add taxes and save them for future use. * **Notes**: Include any special notes for the customer. 6. **Record Payment** * Mark payments as received and select the payment mode (e.g., cash, cheque). * The balance is automatically updated based on the payment received. 7. **Finalize and Create Invoice**\ Tap **Create Invoice**, and a PDF will be generated automatically. You can download or share this PDF with your customers. #### 🛠️ Customization Options You have several customization options to personalize your invoices: 1. **Invoice Status** * Customize invoice statuses and see a summary of the total number and amount on the invoice screen. 2. **Lead Fields** * Decide which lead fields will be printed on the invoice PDF. 3. **Organization Fields** * Customize the organization details that appear on the PDF. 4. **Invoice Prefix and Series** * Set the prefix and starting series for invoice numbers. 5. **Bank Account Details** * Display your bank account details on the PDF. 6. **Terms and Conditions** * Add terms and conditions that will appear on the PDF. **To customize these options:** Go to **More** (`⋮`) > **Settings** > **Customization** > **Invoice Customization**. #### ✏️ Editing an Invoice If you need to make changes, simply tap on the invoice you want to edit. You can: * **Edit**: Modify invoice details. * **Share or Download**: Easily share or download the invoice PDF. * **Update Status**: Change the invoice status based on payment or other updates. * **Delete**: Remove the invoice if it is no longer needed. With these options, managing your invoices becomes a seamless process, helping you stay organized and professional! # Manage Products Adding products in our app is simple and essential for creating accurate quotations and invoices. Here's how you can do it: #### 📦 What Are Products? Products are the items or services you offer. By adding them to your app, you can quickly pull them into quotations and invoices, saving you time and ensuring consistency. #### 🔄 How to Add Products Follow these steps to add a new product: 1. **Go to the Menu**\ Tap on **More** (`⋮`) at the bottom of your screen. 2. **Navigate to Products**\ Select **Products** from the list. 3. **Add a New Product**\ Tap on **Add New** (`➕`) to create a new product entry. #### 📝 What Details Can You Add? When adding a new product, you can include various details to make sure everything is organized: * **Product Image** 📸\ Upload an image of the product for easy identification. * **Product Name** 🏷️\ Enter the name of your product or service. * **Description** 📃\ Provide a brief description of what the product is. * **GST** 💰\ Enter the GST rate applicable to the product. * **Price with Unit** 💵\ Set the price and specify the unit (e.g., per piece, per hour). * **Custom Fields** 🔧\ If you need additional fields (e.g., product category, SKU), you can add custom fields. #### 🔧 Adding Custom Fields Want to customize your product form further? You can add custom fields like product category, SKU, or any other information you need. 1. **Go to More** (`⋮`) 2. Tap on **Settings** ⚙️ 3. Select **Customization** > **Product Form** 4. Add the custom fields you need! #### 🔍 Viewing and Searching Products Once products are added, you can easily list and search for them when creating quotations or invoices. This helps speed up the process and keeps your records organized. That's it! 🎉 You’re all set to manage products effortlessly in your app. If you have any questions, feel free to reach out to our support team. # Manage Quotation The quotation screen is essential for creating and managing your business quotations efficiently. Here’s how to use it: #### 📋 What Is the Quotation Screen? The quotation screen allows you to create, customize, and manage quotations for your products or services. It helps you provide accurate estimates to your customers quickly. #### 🛠️ How to Access and Use It 1. **Go to the Menu**\ Tap on **More** (`⋮`) and select **Quotations** from the list. 2. **Creating a New Quotation**\ Tap the **➕** button to create a new quotation. Each quotation is assigned a unique quotation number automatically. You can customize the prefix and series number if needed. 3. **Select a Lead**\ Search for and select an existing lead or contact, or use the **More Quick Option** > **Create Option** to add a new lead quickly. 4. **Add Products**\ Tap **Add Product** to select items from your product list. You can edit any product details by tapping the **✏️** button next to the product. 5. **Additional Fields** * **Charges**: Add any additional charges like shipping fees. * **Discounts**: Include discounts as a percentage or a flat amount. * **Notes**: Add special notes for the customer. 6. **Tax**\ Add applicable taxes to the quotation and save them for future use. 7. **Finalize and Create Quotation**\ Tap **Create Quotation**, and a PDF will be generated automatically. You can download or share this PDF with your customers. #### 🛠️ Customization Options You have various customization options to tailor your quotations: 1. **Quotation Status**\ Customize quotation statuses and view a summary of the total number and amount on the quotation screen. 2. **Lead Fields**\ Choose which lead fields will be printed on the quotation PDF. 3. **Organization Fields**\ Customize the organization details that appear on the PDF. 4. **Quotation Prefix and Series**\ Set the prefix and starting series for quotation numbers. 5. **Bank Account Details**\ Display your bank account details on the PDF if necessary. 6. **Terms and Conditions**\ Add terms and conditions that will appear on the PDF. **To customize these options:** Go to **More** (`⋮`) > **Settings** > **Customization** > **Quotation Customization**. #### ✏️ Editing a Quotation If you need to make changes, simply tap on the quotation you want to edit. You can: * **Edit**: Modify quotation details. * **Share or Download**: Easily share or download the quotation PDF. * **Update Status**: Change the quotation status based on customer feedback or follow-ups. * **Delete**: Remove the quotation if it is no longer needed. With these features, managing your quotations becomes a seamless and efficient process, helping you maintain a professional approach with your clients! *** Let me know if you need any adjustments or additional details! # Troubleshooting Call Log Syncing Issues 3sigma CRM automatically tracks your calling activities, displaying them in the Lead Timeline Activities and Dashboard. This feature relies on reading your device's call logs. If your call logs are not syncing, follow these steps to troubleshoot and resolve the issue. > This feature is only available on Android phones *** ### 1. Verify **Read Call Logs** Permission The app requires **Read Call Logs** permission to access and sync your call logs. #### Check and Enable Permissions: * **For Android Devices:** 1. Open your device’s **Settings**. 2. Navigate to **Apps** > **3sigma CRM** > **Permissions**. 3. Ensure **Read Call Logs** permission is granted. To verify synced call logs: 1. Open the **Leads** section in 3sigma CRM. 2. Tap the **+** button. 3. Select **Add from Call Logs**. *** ### 2. Understand Call Log Syncing Behavior * **Periodic Sync:**\ Call logs are automatically synced every **15 minutes**. You may need to wait for the next sync cycle if a call doesn’t appear immediately. * **SIM Independence:**\ It doesn’t matter which SIM card is used to make calls—if it is recorded in the call log, the activity will be created automatically. * **Lead Calls vs. Other Calls:** * Calls made to **lead numbers** are logged as activities in the Lead Timeline and counted in reports. * Other calls are only displayed in the **Call Logs** section for reference and are not logged as activities. * **Privacy Settings:**\ By default, call logs are private and only visible to you. *** ### 3. Common Issues and Solutions #### **Call Logs Not Showing in 3sigma CRM** * Ensure **Read Call Logs** permission is enabled. * Confirm the app has been restarted to refresh the data. * Wait for the 15-minute sync cycle. #### **Permission Errors** * Revisit your device’s settings and grant the required permissions. #### **Call Activities Missing in Lead Timeline** * Ensure the call was made to a **lead’s number**. Only calls to lead numbers are logged as activities. *** By following these steps, you should be able to troubleshoot and resolve call log syncing issues in 3sigma CRM. If the issue persists, contact the 3sigma CRM support team for additional assistance. # Changing the Default WhatsApp App for Messaging 3sigma CRM makes it easy to connect with leads over WhatsApp. If you have both **WhatsApp Personal** and **WhatsApp Business** installed on your phone and want to switch which app 3sigma CRM uses to send messages, follow these steps. *** ### 1. Reset WhatsApp Defaults To change the app used for sending messages: 1. Open your device’s **Settings**. 2. Navigate to **Apps** > **Default Apps** > **Opening Links**. 3. Select **WhatsApp** and tap **Clear Defaults**. *** ### 2. Send a Message via 3sigma CRM Once the defaults are cleared: 1. Open 3sigma CRM. 2. Go to a Lead’s details and tap the WhatsApp icon to send a message. 3. Your phone will prompt you to select either **WhatsApp Personal** or **WhatsApp Business**. Choose the app you prefer. *** ### 3. Understand Default App Behavior * The app you select will become the **default choice** for future WhatsApp links. * If you want to switch to a different WhatsApp app later, repeat the steps to reset the defaults. *** By following these steps, you can easily switch between WhatsApp Personal and WhatsApp Business to suit your preferences while using 3sigma CRM. # Facebook Troubleshooting If you’re having trouble importing leads from Facebook Leadgen Forms into 3sigma CRM, this guide will help you troubleshoot common permission issues. Follow these steps to ensure that you have the correct permissions and that your accounts are properly integrated. *** ### **1. Verify Your Facebook Account Connection** Before diving into permissions, make sure your Facebook account is correctly connected to 3sigma CRM. * **Log into 3sigma CRM**: * Go to **Settings** > **Integrations**. * Check the connection status with Facebook. If it shows as **Disconnected**, reauthorize the connection. *** ### **2. Check Facebook Page Permissions** To import leads, you need proper access to the Facebook Page linked to your Leadgen Forms. * **Access Your Facebook Page**: * Go to your Facebook Page and click on **Settings** at the top right. * **Page Roles**: * Navigate to **Page Roles**. Ensure you have one of the following roles: * **Admin**: Full access * **Editor**: Manage content and moderate comments * **Advertiser**: Can run ads and view insights *** ### **3. Check Ad Account Permissions** Ensure that you have access to the ad account used for your Lead Ads. * **Access Facebook Business Manager**: * Go to [Facebook Business Manager](https://business.facebook.com/). * **Ad Accounts**: * Click on **Business Settings** > **Accounts** > **Ad Accounts**. * Select the relevant Ad Account and click on **People** to view assigned roles. * Make sure your user account has the **Advertiser** role for that Ad Account. *** ### **4. Verify Business Level Permissions** Business Level Permissions control access to business assets. * **Navigate to Business Settings**: * In Business Manager, go to **Business Settings**. * **Users**: * Click on **People** and verify your role within the business. * Ensure you have the following permissions: * **Manage Business**: Required for general management. * **Manage Leads**: Specifically needed for accessing leads. * **Business Verification**: * Check if your Business is verified. If not, complete the verification process to unlock all functionalities. *** ### **5. Confirm Lead Form Permissions** Your Leadgen Forms must be active and correctly set up for lead access. * **Publishing Tools**: * From your Facebook Page, go to **Publishing Tools** > **Lead Ads Forms**. * **Check Form Status**: * Make sure the forms are published and accessible. * Click on each form and verify that the correct permissions are set, allowing 3sigma CRM to access them. *** ### **6. Testing the Integration** After checking all permissions, run a test to see if leads can be imported successfully. 1. **Create a Test Lead**: * Use your Facebook Lead Form to submit a test lead. 2. **Check in 3sigma CRM**: * Log into 3sigma CRM and see if the test lead appears in your leads list. *** ### Troubleshooting Common Issues * **If Leads Are Not Importing**: * Double-check all roles and permissions mentioned above. * Ensure your Facebook account is connected properly to 3sigma CRM. * **Connection Errors**: * If the connection status is **Disconnected**, re-link your Facebook account in the 3sigma settings. * **Permission Denied Messages**: * If you encounter errors indicating insufficient permissions, revisit your Page and Ad Account settings to ensure you have the required roles. *** By following this quick guide, you should be able to troubleshoot and resolve any issues related to Facebook permissions and lead import into 3sigma CRM. If problems persist, consider reaching out to Facebook support or 3Sigma CRM's support team for further assistance. # Delayed Facebook Lead Alerts **3sigma CRM** is designed to send you **instant alerts** for new leads generated through **Facebook Lead Ads**, so you can follow up immediately and close more deals. However, if you’re seeing delays in receiving these alerts, the issue may be related to your **Facebook Business settings**—especially if you've connected other CRMs like HubSpot in the past or made changes to your Facebook Business Manager. If we detect delays for your account, we’ll show a **warning in your lead alert emails** to let you know. To fix this and ensure **real-time lead delivery** to 3sigma CRM, follow these steps: *** #### ✅ How to Enable Real-Time Lead Alerts for 3sigma CRM 1. Go to your Facebook Business Manager Lead Access settings:\ 2. Click on **Integrations** > **Leads Access** 3. Choose the **Facebook Page** that is collecting your leads 4. Click the **CRMs** tab 5. Select **Assign CRMs** 6. Find and select **3sigma CRM** from the list 7. Click **Assign**, then **Done** *** Once this is done, **3sigma CRM** will be listed under your **Connected CRMs**, and you’ll start receiving **instant lead alerts** for your Facebook leads.