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6. On the Sending deals to CRM: basic settings step, select the responsible managers from the dropdown list and click the Save button.  

7. On the Sending the Sending deals to CRM: task creation step step, specify the Time for task completion, Text of the task and Task priority.you can activate the creation of tasks when creating deals in CRM to make managers work with the incoming leads more effectively. 

After enabling this option, set the Time for tasks completion, Task type, and Task text:

Step 3. Configure the automatic transfer of leads to CRM


If you already configured the transfer of leads using the code, you shall fill in the additional field roistat with the value of cookie roistat_visit.

You can receive the value of this cookie using this code: