{"id":133,"date":"2024-09-12T08:22:02","date_gmt":"2024-09-12T08:22:02","guid":{"rendered":"https:\/\/help.upwex.io\/?post_type=knowledge_article&#038;p=133"},"modified":"2024-09-13T16:00:59","modified_gmt":"2024-09-13T16:00:59","slug":"%d0%b7%d0%bc%d1%96%d0%bd%d0%b0-%d0%bd%d0%b0%d0%bb%d0%b0%d1%88%d1%82%d1%83%d0%b2%d0%b0%d0%bd%d1%8c-%d0%b4%d0%bb%d1%8f-crm-settings","status":"publish","type":"knowledge_article","link":"https:\/\/help.upwex.io\/uk\/articles\/%d0%b7%d0%bc%d1%96%d0%bd%d0%b0-%d0%bd%d0%b0%d0%bb%d0%b0%d1%88%d1%82%d1%83%d0%b2%d0%b0%d0%bd%d1%8c-%d0%b4%d0%bb%d1%8f-crm-settings\/","title":{"rendered":"\u0417\u043c\u0456\u043d\u0430 \u043d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u044c \u0434\u043b\u044f CRM Settings"},"content":{"rendered":"\n<p><strong><a href=\"https:\/\/help.upwex.io\/uk\/articles\/\u0432\u0441\u0442\u0430\u043d\u043e\u0432\u043b\u0435\u043d\u043d\u044f-pipedrive\/\">\u042f\u043a \u043f\u0456\u0434\u043a\u043b\u044e\u0447\u0438\u0442\u0438 Upwork \u0434\u043e Pipedrive?<\/a> \u041f\u0456\u0434\u043a\u043b\u044e\u0447\u0456\u0442\u044c \u0441\u0432\u0456\u0439 Pipedrive \u0434\u043e \u0456\u043d\u0442\u0435\u0433\u0440\u0430\u0446\u0456\u0457 Upwork \u0437\u0430 1 \u0445\u0432\u0438\u043b\u0438\u043d\u0443.<\/strong><\/p>\n\n\n\n<p>\u041f\u0456\u0441\u043b\u044f \u0443\u0441\u043f\u0456\u0448\u043d\u043e\u0433\u043e \u043f\u0456\u0434\u043a\u043b\u044e\u0447\u0435\u043d\u043d\u044f <strong><em>Pipedrive CRM<\/em><\/strong>, \u0432\u0438 \u043f\u043e\u0431\u0430\u0447\u0438\u0442\u0435 \u043d\u0430\u0441\u0442\u0443\u043f\u043d\u0456 \u043d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f:<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"568\" src=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/change-crm-settings-1-1024x568.png\" alt=\"change-crm-settings-1\" class=\"wp-image-131\" srcset=\"https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/change-crm-settings-1-1024x568.png 1024w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/change-crm-settings-1-300x166.png 300w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/change-crm-settings-1-768x426.png 768w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/change-crm-settings-1-1536x852.png 1536w, https:\/\/help.upwex.io\/wp-content\/uploads\/2024\/09\/change-crm-settings-1-2048x1136.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create the Contact&#8217;s Company in the CRM automatically<\/strong><br>\u0414\u043e\u0434\u0430\u044e\u0447\u0438 \u043a\u043e\u043d\u0442\u0430\u043a\u0442 \u0434\u043e \u0432\u0430\u0448\u043e\u0457 CRM \u0437 Upwork, Upwex \u0442\u0430\u043a\u043e\u0436 \u0441\u0442\u0432\u043e\u0440\u0438\u0442\u044c \u043f\u0440\u043e\u0444\u0456\u043b\u044c \u043a\u043e\u043c\u043f\u0430\u043d\u0456\u0457 \u0434\u043b\u044f \u043a\u043e\u043c\u043f\u0430\u043d\u0456\u0457 \u0432\u0430\u0448\u043e\u0433\u043e \u043a\u043e\u043d\u0442\u0430\u043a\u0442\u0443 \u0443 \u0432\u0430\u0448\u0456\u0439 CRM (\u044f\u043a\u0449\u043e \u043a\u043e\u043c\u043f\u0430\u043d\u0456\u044f \u043d\u0435 \u0456\u0441\u043d\u0443\u0454 \u0443 \u043a\u043b\u0456\u0454\u043d\u0442\u0430 \u0432 Upwork, Upwex \u0441\u0442\u0432\u043e\u0440\u0438\u0442\u044c \u043a\u043e\u043c\u043f\u0430\u043d\u0456\u044e \u0432 CRM \u0437\u0430 \u0434\u043e\u043f\u043e\u043c\u043e\u0433\u043e\u044e \u0456\u043c&#8217;\u044f \u043a\u043e\u043d\u0442\u0430\u043a\u0442\u043d\u043e\u0457 \u043e\u0441\u043e\u0431\u0438).<\/li>\n\n\n\n<li><strong>Create a lead or not<\/strong><br>\u042f\u043a\u0449\u043e \u0432\u0438 \u0445\u043e\u0447\u0435\u0442\u0435, \u0449\u043e\u0431 \u043f\u0440\u043e\u0444\u0430\u0439\u043b \u043b\u0456\u0434\u0430 \u0431\u0443\u0432 \u0441\u0442\u0432\u043e\u0440\u0435\u043d\u0438\u0439 \u0443 \u0432\u0430\u0448\u0456\u0439 CRM \u043f\u0456\u0434 \u0447\u0430\u0441 \u0441\u0438\u043d\u0445\u0440\u043e\u043d\u0456\u0437\u0430\u0446\u0456\u0457 \u0447\u0430\u0442\u0443 Upwork.<\/li>\n\n\n\n<li><strong>Create deal or not<\/strong><br>\u042f\u043a\u0449\u043e \u0432\u0438 \u0445\u043e\u0447\u0435\u0442\u0435, \u0449\u043e\u0431 \u0443\u0433\u043e\u0434\u0430 \u0431\u0443\u043b\u0430 \u0441\u0442\u0432\u043e\u0440\u0435\u043d\u0430 \u0443 \u0432\u0430\u0448\u0456\u0439 CRM \u043f\u0456\u0434 \u0447\u0430\u0441 \u0441\u0438\u043d\u0445\u0440\u043e\u043d\u0456\u0437\u0430\u0446\u0456\u0457 \u0447\u0430\u0442\u0443 Upwork. \u041a\u043e\u0436\u0435\u043d \u043d\u043e\u0432\u0438\u0439 \u043a\u043e\u043d\u0442\u0440\u0430\u043a\u0442 \u0432\u0456\u0434 \u0442\u043e\u0433\u043e \u0441\u0430\u043c\u043e\u0433\u043e \u043a\u043b\u0456\u0454\u043d\u0442\u0430 \u0454 \u043d\u043e\u0432\u043e\u044e \u0443\u0433\u043e\u0434\u043e\u044e.<\/li>\n\n\n\n<li><strong>Create notes about Job in Contact or Deal<\/strong><br>C\u0442\u0432\u043e\u0440\u0435\u043d\u043d\u044f \u043f\u0440\u0438\u043c\u0456\u0442\u043a\u0438 \u0437 \u0432\u0456\u0434\u043e\u043c\u043e\u0441\u0442\u044f\u043c\u0438 \u043f\u0440\u043e \u0440\u043e\u0431\u043e\u0442\u0443. \u0412\u043a\u043b\u044e\u0447\u0430\u0454: \u0456\u0434\u0435\u043d\u0442\u0438\u0444\u0456\u043a\u0430\u0442\u043e\u0440 \u0440\u043e\u0431\u043e\u0442\u0438, \u0434\u0430\u0442\u0443 \u0440\u043e\u0431\u043e\u0442\u0438, \u043a\u0440\u0430\u0457\u043d\u0443, \u043c\u0456\u0441\u0442\u043e, \u043d\u0430\u0437\u0432\u0443 \u0440\u043e\u0431\u043e\u0442\u0438, \u043e\u043f\u0438\u0441 \u0440\u043e\u0431\u043e\u0442\u0438;<\/li>\n\n\n\n<li><strong>Create notes about Bid in Contact or Deal<\/strong><br>C\u0442\u0432\u043e\u0440\u0435\u043d\u043d\u044f \u043f\u0440\u0438\u043c\u0456\u0442\u043a\u0438 \u0437 \u0456\u043d\u0444\u043e\u0440\u043c\u0430\u0446\u0456\u0454\u044e \u043f\u0440\u043e \u0441\u0442\u0430\u0432\u043a\u0443.\u0412\u043a\u043b\u044e\u0447\u0430\u0454: \u0456\u0434\u0435\u043d\u0442\u0438\u0444\u0456\u043a\u0430\u0442\u043e\u0440 \u0432\u0430\u043a\u0430\u043d\u0441\u0456\u0457, \u0434\u0430\u0442\u0443 \u043f\u0440\u043e\u043f\u043e\u0437\u0438\u0446\u0456\u0457, \u0437\u0430\u043f\u0440\u043e\u043f\u043e\u043d\u043e\u0432\u0430\u043d\u0443 \u0441\u0442\u0430\u0432\u043a\u0443 \u0442\u0430 \u0441\u0443\u043f\u0440\u043e\u0432\u0456\u0434\u043d\u0438\u0439 \u043b\u0438\u0441\u0442.<\/li>\n\n\n\n<li><strong>Create notes about All messages in Contact or Deal<\/strong><br>\u0414\u043e\u0437\u0432\u043e\u043b\u044f\u0454 \u0441\u0442\u0432\u043e\u0440\u0438\u0442\u0438 \u043d\u043e\u0442\u0430\u0442\u043a\u0443 \u0437 \u0456\u0441\u0442\u043e\u0440\u0456\u0454\u044e \u0432\u0441\u0456\u0445 \u043f\u043e\u0432\u0456\u0434\u043e\u043c\u043b\u0435\u043d\u044c.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; height: auto;\">\n  <iframe src=\"https:\/\/www.youtube.com\/embed\/Y38niTxKyK0?si=mu1yz8TFxr00Idg4\" frameborder=\"0\" allowfullscreen \n  style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u042f\u043a \u043f\u0456\u0434\u043a\u043b\u044e\u0447\u0438\u0442\u0438 Upwork \u0434\u043e Pipedrive? \u041f\u0456\u0434\u043a\u043b\u044e\u0447\u0456\u0442\u044c \u0441\u0432\u0456\u0439 Pipedrive \u0434\u043e \u0456\u043d\u0442\u0435\u0433\u0440\u0430\u0446\u0456\u0457 Upwork \u0437\u0430 1 \u0445\u0432\u0438\u043b\u0438\u043d\u0443. \u041f\u0456\u0441\u043b\u044f \u0443\u0441\u043f\u0456\u0448\u043d\u043e\u0433\u043e \u043f\u0456\u0434\u043a\u043b\u044e\u0447\u0435\u043d\u043d\u044f Pipedrive CRM, \u0432\u0438 \u043f\u043e\u0431\u0430\u0447\u0438\u0442\u0435 \u043d\u0430\u0441\u0442\u0443\u043f\u043d\u0456 \u043d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u043d\u044f:<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-133","knowledge_article","type-knowledge_article","status-publish","hentry","knowledge_category-37"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u0417\u043c\u0456\u043d\u0430 \u043d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u044c \u0434\u043b\u044f CRM Settings | Upwex Customer Service &amp; Support<\/title>\n<meta name=\"description\" content=\"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. Start improving your Upwex experience today!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.upwex.io\/uk\/articles\/%d0%b7%d0%bc%d1%96%d0%bd%d0%b0-%d0%bd%d0%b0%d0%bb%d0%b0%d1%88%d1%82%d1%83%d0%b2%d0%b0%d0%bd%d1%8c-%d0%b4%d0%bb%d1%8f-crm-settings\/\" \/>\n<meta property=\"og:locale\" content=\"uk_UA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u0417\u043c\u0456\u043d\u0430 \u043d\u0430\u043b\u0430\u0448\u0442\u0443\u0432\u0430\u043d\u044c \u0434\u043b\u044f CRM Settings | Upwex Customer Service &amp; Support\" \/>\n<meta property=\"og:description\" content=\"Explore comprehensive guides, FAQs, and step-by-step tutorials for Upwex. 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