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The Uspacy Support Team is a group of dedicated specialists who help users quickly understand the platform’s capabilities and use it effectively in their daily work.

 The team creates knowledge base articles, records training videos, and answers user questions via live chat support. Our materials explain system features in clear, simple language and include practical examples of how to use Uspacy’s tools. 

The team’s mission is to help every user quickly find answers, master new platform capabilities, and organize their company’s workflows more efficiently. Uspacy combines communication, collaboration, and CRM tools in one digital workspace, and the support team makes this solution clear and accessible to everyone.

Uspacy Support Team

From first contact to closure: how to add leads and deals, convert leads, and manage sales across multiple funnels.

In this article, we’ll explain how to customize the appearance of the deals or leads list depending on the funnel and how to add the necessary fields for display

Leads and Deals

Leads, contacts, companies, deals, and products — essential CRM features that speed up sales and boost team productivity

CRM and sales

Setting up the table for funnels (Directions in Smart Objects)

We'll talk about the processing of leads and other entities based on them in CRM, such as deals, contacts and companies

How to convert leads?

Here we will talk about work with deal funnels in CRM, namely their creation and configuration, as well as the peculiarities of deletion

Multi funnels in deals and leads

In this article, we will tell you how to characterize leads at Uspacy, as well as how to add them to your database using full or quick forms

What is lead and how to add it to CRM?

Here we will tell you how you can characterize deals at Uspacy, as well as how to add them to your database using the full or quick forms

What is a deal and how to add it to CRM?

An organized client database — adding contacts and companies to the CRM and creating them while working with other entities.

In this article, we will tell you how to characterize companies at Uspacy, how to manually add them to your database or by converting leads

Contacts and Companies

What is a company and how to add it to CRM?

In this article, we will tell you how to characterize contacts at Uspacy, how to manually add them to your database or by converting leads.

What is a contact and how to add it to CRM?

We will talk about another way to add companies to your client base in CRM - quick creation using the deal card/contact card

Creating a company in the cards of other CRM elements

In this article, we will talk about another way to add contacts to your client base in CRM - quick creation using the deal card/company card

Creating a contact in the cards of other CRM elements

A key part of the CRM process — configuring the catalog and parameters (prices, taxes, units of measurement) and managing products in sales.

We’ll explain how to add custom price types for products in the system and how to use them in your sales processes within the CRM

Products

Types of prices in CRM

Here we will tell you how to add your own units of measurement to the system, configure predefined ones, as well as how to apply them

Units of measurement in CRM

In this article, we will tell you how to add taxes to the system and apply them when working with a product in the catalog or in deals

Taxes in CRM

Here we will explain how to activate products in leads, so you can add specific products or services to their cards

Products in leads

Here we will tell you how to add, configure and delete categories, group products into them and switch between them in the catalog

Product categories in CRM

We'll show how to add products to a deal, automatically recalculate its total amount according to the prices, and the specifics of pricing

How to work with products in deals?

Here we will tell you how to characterize products at Uspacy, and how to add them to your catalog using a card or deals

What is a product and how to add it to CRM?

Here we will tell you what the product catalog in CRM is, what actions you can take with products here, and how to search for them

How to work with products in the catalog?

Automatically creating documents from templates with data pulled from CRM entities.

In this article, we’ll explain how to add images to documents created using the Document generator

Document generator

Images in document templates

We'll tell how to correctly generate a document based on a template, how to edit it, as well as how to work with the generated document

How to work with documents in CRM

In this article, we will tell how to correctly create your own document template and how to add it to your Workspace for work in CRM

Creating and uploading a new document template

In this article, we'll explain what types of modifiers can be used for document templates and how they work

Document template modifiers

In this article we will tell you what document generator is, how it works and what settings it includes

Document generator. General information and functionality

Contract and invoice data —  templates, client and company billing details, and preparation for use in documents

We'll tell you what billing details are and how to use them in CRM and when generating documents, as well as about their types and features

Billing details

Billing details in CRM. General information and functionality

We'll tell you how to create and save client billing details in your base, i.e., legal and banking data of companies and contacts from CRM

How to add company/contact details in CRM?

We will tell you how to create and save billing details for the Workspace, that is, data about your company or about the individual entity

How to add your company billing details in CRM?

We'll tell you what the templates for CRM billing details are characterized by, what types exist in the system, as well as how to use them

Templates of CRM billing details

Daily CRM workflows — working with lists and boards, custom fields and card view settings, filters, mass actions and export, as well as data quality control (duplicates, change history).

In this article, we'll show you how to create your own custom field and make it available for display in an element card.

Work in CRM

Custom fields in CRM

Here we will tell you what filters are, how to work with them and the search bar, as well as their types and operation conditions

Filters and search in CRM

We'll tell what a Kanban board is, how to configure it, what actions you can take with the elements here, and how filters and search work

Kanban board in CRM

We'll tell how to make a field required, how the option affects the display of this field in the card and the requirements on work with it

Required fields in CRM

In this article, we’ll tell you about another alternative method for creating new elements of different entities and smart objects

Creating a related element while working with another entity's card

We'll explain how to create dependencies between fields in CRM and configure them to simplify the process of filling out cards data

Dependent lists for CRM

We'll tell what types of fields can be created in CRM, as well as the features of the settings, appearance and how to fill out each of them

Types of fields in CRM

We'll talk about the types of fields in CRM, where and how you can configure the parameters of these fields for display in elements cards

Configuring fields in CRM

In this article, we will tell you what a list of CRM elements is, what actions you can take with them here, and how to sort and search

Work with CRM elements in the list

We'll tell how you can change the parameters of the sections and fields on the left side of the entity card to your own taste and needs

Settings of the CRM card

In this article, we will tell you how mass actions work for elements of CRM entities, as well as how to apply them

Mass actions in CRM

Here we will talk about all changes and updates made to CRM elements, as well as all interactions when working with them

History of changes in CRM

We'll talk about how the cards of CRM elements look like, about some of their features, as well as functionality and how to work with them

CRM card

Here we will tell you how to export all the necessary data from leads, deals, contacts, companies, products or activities into a file

Export of CRM entities

In this article, we will tell you how to manually merge CRM elements in your database, and avoid duplicates in such a way