SUBJECT AREA

For the developer, the amoCRM system is a relational database. The system has basic and auxiliary entities, essentially data tables, which can be linked to each other. Access to them is available through the API.

Authorization

To access the system data, both through interfaces and through the API, authorization under the user’s account is required. All work through the API also takes place based on the access rights of the authorized user in the account. All methods can be used only after authorization.

Account

Through the API you can get the necessary information about the account: name, paid period, users of the account and their rights, directories of additional fields of contacts and leads, a directory of lead statuses, a directory of types of notes, a reference of task types and other account parameters.

Contact

One of the main essences of the system. It consists of a predefined set of fields and additional accounts created by the administrator of the account. Each contact may participate in one or more lead or may not be associated with any at all. Each contact can be attached to one company.

E-mail contact and phone are used as unique identifiers in conjunction with other systems. For example, it is in contact events that information is received about the calls made, about the e-mail-correspondence.

Each contact can be assigned a responsibility to differentiate the access rights between the account's employees.

More details with the "Contact" entity can be found on this page.

Lead

One of the main essences of the system. It consists of a predefined set of fields and additional accounts created by the administrator of the account. Each lead can be attached to one or more contacts or not attached to any.

Each lead can be assigned a responsibility to differentiate the access rights between the employees of the account.

The lead has a status that indicates the position of the lead in the life cycle (business process). It must necessarily be assigned to a lead. The status list can be changed within the account, except for the two system statuses.

More details with the essence of "lead" can be found on this page.

Company

Completely analogous to the essence of "contact". It consists of a predefined set of fields and additional accounts created by the administrator of the account. Each company may participate in one or more lead or may not be associated with any at all.

E-mail and phone are used as identifiers in conjunction with other systems

Each company can be assigned a responsibility to differentiate access rights between employees of the account.

More details with the essence of "Company" can be found on this page.

Customer

The essence of the "lead" is similar. It consists of a predefined set of fields and additional accounts created by the administrator of the account. Each customer can be attached to one or more contacts or not attached to one.

Each customer can be assigned a responsibility to differentiate access rights between employees of the account.

The customer has a period that indicates the position of the customer in the life cycle (business process). The list of periods can be changed within the account, except for the first and three final system periods.

More details with the essence of the "Customer" can be found on this page.

Transaction

A transaction is an entity that describes the basic characteristics of a purchase (date and amount). Is an addition for the "customer".

To-do

The task must necessarily have a responsible user and a date (number and time). Also, a task can be associated with a lead or contact, but not necessarily, it may not be associated with any object. The most basic essence of the system is considered to be tasks.

You can set the result for a closed task using the notes method.

Event (note)

Events represent the ability to add additional structured or non-structured information to a contact or lead. Events can be system calls (calls, SMS messages, etc.) created by the user (notes, files). The events in the cards are displayed alongside the tasks, because they do not have a responsible user and are not attached to a date.

Often events are used by widgets to add additional information to a lead or contact, when it is not very convenient to use custom fields. Events are very convenient to use as a log, because they are always displayed in chronological order in the tape, and if your information is tied to a date (chronology), then it is desirable to use events.

More information about this section is available here.

Custom fields

The method allows you to create and delete additional fields one at a time or one at a time. The user will not be able to change their values ​​from the interface, but will be able to filter by them and view them.

Creating and deleting a field is also possible from the interface.

More information about working with additional fields is available on this page.

Call

Calls represent the ability to add information to a contact or company. The events in the cards are displayed alongside the tasks, because do not have a responsible user and are not attached to the date. If the call event has a link to the call record file, a player will be added to the note to play this record.

Incoming leads

The new essence of the system. In the Incoming state, all calls from the integrations: mail, telephony, forms for the site, which have not yet been processed by the user a (lead or contact has been created) fall into the state. The user can accept the incoming leads in this case, a lead will be created, as well as the contact and the company if the relevant information is in the application or reject it.

More details with the essence of "Incoming lead" can be found on this page.

WebHooks

Each account in amoCRM has the ability to communicate with the web server. These "WebHooks" can be used to update information about leads in your store, send sms notifications or automate leads. Each WebHook can be configured for a specific operation and events. The account administrator can configure the hooks in the Settings->The Integrations page.

A description of the mechanism of web hooks can be found on this page

Stages of sales

The stages of sales are the sequence of steps that a potential customer (lead) passes through the sales pipeline before buying. In amoCRM, you can create multiple sales pipelines in one account and set your own milestones to track the progress of the lead in each pipeline. In amoCRM, you can configure up to 10 pipelines in your account. Each pipelines can contain up to 100 stages (including successful and unsuccessful statuses). Setup pipelines and stages of sales can only the administrator of the account by going to Leads>Setup.

Digital Pipeline

The digital pipeline allows you to configure the execution of various actions and automatically change the stages of leads when certain events occur. The administrator of the account on the leads page can set up the digital pipeline by clicking Leads -> Setup button.

Customer stages

Periodicity of customer purchases is a sequence of steps that a potential customer is taking on the customer pipeline before buying. In amoCRM, you can create your own stages to track the progress of the customer.

The customer pipeline can contain 10 stages "before purchase" (including "recently bought", "bought today" and "not bought"). The administrator of the account can configure the periods on the Digital Pipeline page.

Widgets

A widget is an archive containing a set of files that will be connected to amoCRM to all accounts that have enabled the widget. The widget allows you to get additional functionality if necessary:

  • Display additional data in the amoCRM interfaces. For widgets, special areas are provided where you can display information. For example, display the statistics of hits on the contact from the internal system;
  • Interact with the user, with the data entered by him. You can connect JS-scripts practically in any interface of the system. For example, you can show a breaking card when you receive a call;
  • In order for the administrator of the amoCRM account to enter the individual settings for your service. For example, the key in your API.

You can set up widgets for an administrator account on the Settings -> Integrations.

More information about setting up widgets you can on this page.

Lists

Lists are a new section containing already familiar lists of contacts and companies, but also allowing you to create lists and directories that you can use in leads and customers.

More details with this section you can click on this link.