amoCRM deal card settings

To set up the deal cards created by FLATRIS in amoCRM - open control panel on FLATRIS, go to "Integration" => "Integration with amoCRM".

In the subsection "Crosstab in CRM"  you can set up:
1. Funnel in which the object will be available;
2. List of managers who will be receiving applications from the crosstab;
3. Funnel stage in which the application will be created;
4. Automatic task creation feature, when creating a card on CRM

Features are set up for each object separately.

To set up the object, select the tab with a certain object and select needed amoCRM funnels from the dropdown list.
You can choose several funnels from the list at once.



In the dropdown list "CRM users" select one or several managers who will be receiving applications from crosstab in CRM.

In the dropdown list "Funnel stage" select the stage at which you want the system to create a new deal card.

To save the edits press "Save"