Kuasa Tutorials
  • Getting Started
  • Kuasa CRM Pipeline
    • Introduction
    • Contacts
      • Manage Contacts
        • How To Add Contact
          • How to View Customer's Contact Profile
        • How To Edit Customer's Information
        • How To Assign Person In Charge (PIC) for Specific Contact
        • How To Add Properties For Specific Contact
        • How To Filter Contacts
      • Manage Tags
        • How To Add Tags
          • How To Edit Tags
          • How To Delete Tags
        • How To Add Tags To A Single Contact
        • How To Add Tags To A Bulk Of Contacts
    • Projects
      • Add Project
      • How To Bookmark A Project
      • How To Add Contact Into A Project
        • Add An Existing Contact
        • Add A New Contact
        • Add A Bulk Contacts
      • How To Create Lead Booster form
      • How To Setup Telegram Automatic Reporting
      • How To Bulk Move Contacts In CRM Pipeline/Project
      • How To Add Team Members Into Project
      • Steps to Setup Webhook
        • Setup in CRM Project Settings
        • Connector using Zapier
        • Connector using Make
        • Connector using Pabbly
      • Setup Leads Rotator
      • Broadcast Project & Staging
    • Invoices
      • How To Create An Invoice
      • How To Download Or Print An Invoice
      • How To Email An Invoice To Customers
      • How To Edit An Invoice Status And Other Details
      • How To Delete An Invoice
      • How To Set Color Settings For Invoice
    • Calendar
      • How To Use Calendar
      • How To Add Calendar
      • How To Edit Reminder Details
      • How To Update Reminder Status
      • How To Delete Reminder
      • How To Add Labelling
    • Settings
      • How To Setup Company Details
      • How To Setup/Add Team Members
      • How To Edit Details Team Members
      • How To Set Role For New Team Member
      • How To Setup Facebook Conversion API
  • Kuasa Reward Points
    • Introduction
    • Customers
      • All Customers
        • Add Customer
        • Edit Customer
        • Delete Customer
      • Customer Tags
        • How To Manage Customer Tags
    • Reward
      • Leaderboard
        • What Is Leaderboard
      • Manage Branch
        • Add Branch
        • Edit Branch
        • Delete Branch
        • Get QR Code
        • How To Add Point to Your Customer
        • How To Redeem Point Your Customer
        • Send Promotion Campaign
    • Credits
      • How to Buy Email Credits
      • How to Buy SMS Credits
      • How to Buy More WhatsApp Devices
      • How to Add On Team Members
      • How to Add On Contact Limit
  • Kuasa Appointment
    • Introduction
    • Appointment
      • How To Create/Add Appointment
      • How to Setup Main Details
      • How to Setup Person-In-Charge
      • How to Setup Availability
      • How to Setup Form Attributes
      • How to Setup Services & Products
      • How to Setup Override Date
      • How to Setup Automation Messages
    • Clients
      • How to Add Client (Manual)
      • Edit Appointment
    • Calendar
    • Products
      • Product Listing
        • How To Add A Product and Variants
        • How To Edit A Product Details
        • How to Set An Existing Product to Draft
      • Bump Offer
    • Credit
      • How To Add Email Credit
      • How To Add SMS Credit
    • Zoom Integration
      • How To Setup Zoom Integration
  • KUASA AI SUPPORT CHAT
    • Introduction
    • Contacts
      • Manage Contacts
        • How To Add Contact In Tag
          • How to View Customer's Contact Profile
        • How To Add Bulk Of Contacts In Tag
        • How To Assign Person In Charge (PIC) For Specific Contact
      • Manage Tags
        • How To Add Tags
        • How To Edit Tags
        • How To Delete Tags
    • Live Chat
      • Omnichannel
        • Steps to Link Your Whatsapp Manager (Meta) into Kuasa AI Support Chat
        • WhatsApp Settings
        • Steps to Set Up AI Data Sources
        • Steps to Set Up Auto Reply Settings
      • Templates
    • Credits
      • How To Buy AI Credits
      • How To Buy Email Credits
      • How To Buy SMS Credits
      • How To Buy More WhatsApp Devices
      • How To Add On Team Members
      • How To Add On Contact Limit
  • Kuasa Campaigns
    • Introduction
    • Broadcast
      • First WhatsApp Broadcast
      • First Email Broadcast
      • First SMS Broadcast
      • WhatsApp Broadcast From Kuasa CRM
      • Tips To Speed Up Your WhatsApp Broadcast
      • How To Unban WhatsApp Number
      • How To Set Schedule For Broadcasting
      • How to Pause / Unpause / Delete Campaign
      • How to Set Extra Condition
    • Contacts
      • Manage Contacts
        • How To Add Contact In Tag
          • How to View Customer's Contact Profile
        • How To Add Bulk Of Contacts In Tag
        • How To Assign Person In Charge (PIC) For Specific Contact
        • How To Add Properties For Specific Contact
        • How To Filter Contacts
      • Manage Tags
        • How To Add Tags
          • How To Edit Tags
          • How To Delete Tags
          • How To Add Tags To A Bulk Of Contacts
    • AI Chatbot
    • WhatsApp Official
      • Get Started
      • Register a Meta Developer Account
      • Create Your First Apps!
      • Creating a Permanent Access Token
      • Step to Check Integration is Successfully Connected
      • Extra Tutorial
      • WhatsApp Official Extra Setting
        • Add Message Template for Whatsapp Official
        • Update Profile Picture for WhatsApp Official
        • Delete Whatsapp Official Number
        • Check Current Usage Cost
        • WhatsApp Pricing Official
    • Credits
      • How To Buy Email Credits
      • How To Buy SMS Credits
      • How To Buy More WhatsApp Devices
      • How To Add On Team Members
      • How To Add On Contact Limit
    • Settings
      • How To Setup SMS Brand
      • Setup SMS Twilio
        • Setup Twilio Account
        • How to Integrated Twilio account with Kuasa
        • How to find Messaging SID
        • How to find Notify SID
      • How To Connect Your WhatsApp to Kuasa Campaigns
      • How To Delete WhatsApp Device
      • How To Set Role For New Team Member
  • Kuasa Marketing Automation
    • Introduction
    • Marketing
      • How To Use Marketing Automation
      • How To Create Automation Form
      • Steps to Setup Webhook
        • Setup in Automation Settings
    • Contacts
      • Manage Contacts
        • How To Add Contact
          • How To View Customer's Contact Profile
        • How To Edit Customer's Information
        • How To Assign Person In Charge (PIC) for Specific Contact
        • How To Add Properties for Specific Contact
        • How To Filter Contacts
      • Manage Tags
        • How To Add Tags
          • How to Edit Tags
          • How to Delete Tags
        • How To Add Tags To A Single Contact
        • How To Add Tags to A Bulk of Contacts
    • Credits
      • How To Buy Email Credits
      • How To Buy SMS Credits
      • How To Buy More WhatsApp Devices
      • How To Add On Team Members
      • How To Add On Contact Limit
    • Settings
      • How To Setup Tiktok Pixel
      • How To Setup Company Details
      • How To Set Role For New Team Member
      • How To Connect Your WhatsApp to Kuasa Marketing Automation
      • How To Setup Facebook Conversion API
  • Kuasa Landing Page
    • Introduction
    • Products
      • Product Listing
        • How To Add Product
          • How To Add Variant to Product
          • How To Edit Product Details
        • How To Set An Existing Product to Draft
      • Bump Offer
        • How To Add Bump Offer
      • Discounts
        • How To Add Discount to Product
    • Landing Page
      • How To Build Your Funnel Landing Page (Sales Funnel)
        • Add Blocks (Drag & Drop)
        • How To Edit Website
      • How To Build Collect Your Database Landing Page (Optin Form)
      • How To Build Sell Your Product Landing Page (Order Form)
        • How To Enable/Disable Sold Notification in Order Form
      • How To Set Tagging in Landing Page
    • Contacts
      • Manage Contacts
        • How To Add Contact
          • How To View Customer's Contact Profile
          • How To Edit Customer's Information
        • How To Assign Person In Charge (PIC) for Specific Contact
        • How To Add Properties for Specific Contact
        • How To Filter Contacts
      • Manage Tags
        • How To Add Tags
          • How To Edit Tags
          • How To Delete Tags
        • How To Add Tags to A Single Contact
        • How To Add Tags to A Bulk of Contacts
    • Payment Gateway
      • Paypal
      • Stripe
      • BillPlz
      • Toyyibpay
    • Shippings
      • Cash on Delivery (COD)
      • Weight Based
      • Self Pickup
      • EasyParcel
    • Orders
      • Add Order
      • Edit Order
      • How To Update Tracking Number to Customer
      • How To Update Order Details
      • How To Export Order Details
    • Settings
      • How To Setup Domain
      • How To Setup Tiktok Pixel
      • How To Setup Company Details
      • How To Set Role For New Team Member
      • Setup Webhook from Kuasa to Outsource Platform
      • How To Integrate ActiveCampaign with Kuasa
      • How To Setup Facebook Conversion API
  • Generals
    • Accounts
      • Card Declined
      • Reset Password
      • Change Password
      • Upgrade Subscription
      • Cancel Subscription
    • Two-Factor Authentication
    • Kuasa Agency
      • How to Edit Kuasa Agency
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  1. Kuasa CRM Pipeline

Introduction

Kuasa CRM Pipeline

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Last updated 3 months ago

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https://kuasa.io/crm-pipeline.php