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- Understanding the sales pipeline Leads & Sales Pipeline … cted and Qualified. How to move a lead between stages Go to Sales → Lead and switch to Pipeline . Drag a lead's card into the column for its new stage. You can also change the Pipe …
- Creating and managing leads Leads & Sales Pipeline … ne you are selling to who has not bought yet. Leads live in Sales → Lead . How to add a lead Go to Sales → Lead and select Add Lead . Enter the person's First name (required) and, …
- Managing follow-ups Leads & Sales Pipeline … t forgotten. How to schedule a follow-up Open the lead from Sales → Lead . In Follow-ups , select Schedule . Choose When , describe What for? , and set Remind me . Select Schedule …
- Introduction to AutoMyra Getting Started … is organised. AutoMyra is an all-in-one business platform. Sales, WhatsApp messaging, finance, HR, customer support, tasks and business intelligence live in one workspace , so the …
- Finding your way around AutoMyra Getting Started … he modules in your workspace, grouped into sections such as Sales , WhatsApp , Finance and Configuration . Select a section's entries to open its pages. On a phone, open the menu w …
- Understanding Business Health Business Health & Intelligence … ures The score combines six areas of your business: Finance Sales Customers Operations Workforce Support Each area is scored from your own data in AutoMyra, and the page shows whic …
- Managing team access Security & User Permissions … ne on your payroll — and owners or accountants too Customer Sales The people you invoice This keeps one record per person: the same person is not a "user" in one place and a separa …
- Setting up the AI Chat Bot AI Chatbot … ow to behave. Start from a ready-made one — Support agent , Sales assistant or Strict FAQ only — and adjust it. Your live FAQs are added automatically, so you don't need to repeat …
- Managing customers CRM & Customer Management … WhatsApp when you message them. How to add a customer Go to Sales → Customer . Select Add Customer . Fill in the customer's details and save. You can also create a customer from Co …
- Subscription and billing basics Subscription & Billing … Modules — what your workspace has. Each module (for example Sales, WhatsApp or Finance) is part of your subscription; a module you have not subscribed to stays locked. Usage — what …
- What is AutoMyra? Getting Started · FAQ AutoMyra is an all-in-one business platform. CRM and sales, WhatsApp, automation, finance, HR and payroll, customer support and business intelligence work together in one workspace …
- What is the Business Health score? Business Health & Intelligence · FAQ … how your business is performing across six areas: finance, sales, customers, operations, workforce and support, calculated from your own data in AutoMyra. See Understanding Busine …
- Adding an employee HR & Payroll Create an employee record in four steps — job and identity, salary, personal details and payment — and give them their own login. Employees are added by HR from HR & Payroll → Empl …