Leads, deals, clients and tasks
CRM cards record the company’s customer history. A lead can become a CRM deal; tasks and clients have their own records and links.
Create and manage
Create a lead or CRM deal from the board menu. Select a client and fill in the fields configured for the company. The form has no field for the responsible person: the creator becomes responsible, and the card is placed in the first pipeline stage. Filling a CRM card does not automatically create a VORKO trade deal.
Tasks and clients
Tasks assign follow-up work in the customer process. A client card brings together client information and related enquiries. Available actions depend on CRM rights and settings.
CRM tasks
Open CRM → More → Tasks. My and All separate personal tasks from the wider view; tasks can be grouped by due date, opened and completed. Create a task through More → Create → Task, the + button on the task screen or an action in a card. A task is added only after the form is successfully saved.
Clients and matching
The CRM → More → Settings → Clients directory stores clients separately from leads and CRM deals. Search, open and, with permission, create client cards. In Clients → More → Client settings, choose match signals for phone, email, Telegram and name, then tap the checkmark in the header. These settings do not merge duplicates automatically.
Detected duplicates
If a lead or deal card shows Duplicates, open the list and compare the records. The pair menu offers Merge, Delete or Not a duplicate; choose only after reviewing the data. Merging cannot be undone: the other card’s data is not transferred, and its tasks are removed with it. A configured match does not by itself prove the records refer to the same client.