Client Management Guide on the MVP Project website

Managing clients and transactions with maximum efficiency

The “Clients” section of the MVP Project website gives you complete control over all your clients who have written to a private message or bot. It is a tool that greatly simplifies transaction management and improves customer interaction.

Transaction filtering

The ability to filter all transactions makes it easy to find and manage the records you need. This saves time and makes the customer service process more efficient.

Kanban

All deals are presented in the form of a handy Kanban, which allows you to clearly see the stages of each deal and easily manage them. This approach simplifies process control and helps you respond to changes more quickly.

Start shift button

There is a “Start Shift” button for CRM managers that allocates transactions to them. This helps to organize the team’s work and monitor tasks in real time.

Setup button

Managing stages, robots on stages and adding lines is done via the “Customize” button. This allows you to customize your workflow to meet the specific needs of the channel and ensure it is as efficient as possible.

Conclusion

The Clients section of the MVP Project website is a powerful tool for managing clients and transactions. Use it to filter deals, manage stages, and organize your team. This way, you can reach new heights in your traffic efforts.