192 lines
17 KiB
HTML
192 lines
17 KiB
HTML
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<p>Low-code designer > <a href="interface_settings.html">Set up interfaces</a> > Widget types > CRM widgets / Nurturing stages</p>
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</div>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Nurturing stages</span></h1>
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<!-- Placeholder for topic body. -->
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<p style="line-height: 1.28; margin: 0 0 11px 0;">This widget is used in <a href="crm_overview.html" class="topiclink">BRIX CRM</a> and displays the client’s readiness to successfully close a deal.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">The nurturing stage is assigned to the <a href="360012584960.html" class="topiclink">Contacts</a> app item and is calculated by the sum of activities performed by a user in BRIX with a certain contact, as well as actions from the client’s side.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Communication actions include creating a lead and a deal, adding and executing a CRM task, sending an email from the embedded mailer, opening a mailing, or clicking on a link enclosed in an email. </p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">By default, the following nurturing stages are used in the CRM workspace: <span style="font-weight: bold;">New</span>, <span style="font-weight: bold;">Cold</span>, <span style="font-weight: bold;">Warm</span>, and <span style="font-weight: bold;">Hot</span>. They are displayed on the contact page.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">The names of the stages and their calculation conditions are customized by the system administrator. Read more about it in <a href="assign-nurturing-stage.html" class="topiclink">Assign nurturing stages</a>.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Add the widget</span></h2>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Go to the <a href="interface_designer.html" class="topiclink">interface designer</a> of the app view form where you want to view the client’s nurturing stage, such as <a href="360012680899.html" class="topiclink">Deals</a>.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Drag the widget onto the modeling box or click +<span style="font-weight: bold;">Widget</span> on the sidebar of the customized form.</li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">In the opened settings window on the <span style="font-weight: bold;">Main</span> tab, the <span style="font-weight: bold;">App Item</span><span style="font-weight: bold; color: #ff0000;">*</span> field is automatically filled in. </li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 22px;"><img alt="clip0170" width="581" height="312" style="margin:0;width:581px;height:312px;border:none" src="clip0170.png"/></p>
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<ol style="list-style-type:upper-roman">
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<li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">On the <span style="font-weight: bold;">Events</span> and <span style="font-weight: bold;">System</span> tabs, you can set widget visibility and access, customize hover behavior, etc. Read more about it in <a href="common_widget_settings.html" class="topiclink">System widget setting</a>. </li><li value="5" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the widget settings. </li><li value="6" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">To make the customized form available to users, click <span style="font-weight: bold;">Save</span> and <span style="font-weight: bold;">Publish</span> in the top panel of the interface designer.</li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Now the item page will display the client’s nurturing stage, calculated according to the conditions set in the <a href="assign-nurturing-stage.html#change-stage" class="topiclink">CRM workspace settings</a>. If several contacts are specified in the item, the readiness to purchase is shown for each of them.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="clip0171" width="698" height="332" style="margin:0;width:698px;height:332px;border:none" src="clip0171.png"/></p>
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