We install the integration and fill in the required fields “Email” and “Phone” and click save. After installation, we check authorization. In case of problems with the integration working, we also check the authorization; if it is missing, go to the integration page https://amoguru.com/widgets/view?id=21 and click “Install integration”.
Authorization check
We look at the availability of issued accesses in the "Authorization" tab
Integration functionality
The widget allows you to plan and control income and expenses for transactions, see the dynamics of cash receipts and track delays in payments:
1) Linking payments to lead cards;
2) Automatic creation of tasks when scheduled payments are approaching or missing;
3) Convenient tracking of payments in the calendar (the calendar is located in the Analytics section);
4) Synchronization with the lead budget.
Managing payments in the lead card
Add the payment amount and the planned payment date. When a payment is received, we note its receipt. Editing and deleting payments. If necessary, mark with comments.
Payment statistics
Payment statistics are displayed in the Analytics section. In payment statistics, the payment calendar is displayed first. As well as statistics for the current month and year.
