Connect onOffice CRM with BOTTIMMO

What content can be generated on which topics?

Image sources

Edit marketing topics

Rights of use and restrictions on images

Contact / Support

How many topics can be generated?

How can I cancel my contract?

Solve problems connecting accounts

Connect Propstack CRM with BOTTIMMO

Make good use of the content you create

Schedule publication time for posts

History of content already created

BOTTIMMO Partner Area

 Edit your company details

Notifications

Track and measure user actions in widgets

Google Tag Manager (GTM) Container Template: Tracking Made Easy

Service Level Agreement (SLA)

Import contacts

What are Marketing-Topics?

Export all contacts at once

Export property valuation of a contact

Technical and Organisational Measures (TOM)

Data Processing Agreement (DPA)

Due date for contacts

Terms of Use and License Conditions

Overview: Contract Documents and Legal Information

Dashboard for Basic- and Expert-users

Exporting a specific contact

Dashboard of the ‘Light’ plan

 Posting on Facebook with Content Creator: Tips and strategies

Date Processing Agreement (DPA)

List of Sub-Processors

Contact list

Intelligent email funnel

Detailed view of individual contacts

Call contacts promptly

Content Creator

Types of text that can be created in Content Creator explained

Telephone consultation – customise and personalise callback reasons

Property valuation

Generate topics using AI

Create your own topic

 Landing page navigation

Send guide by post

Phone number verification

DKIM email authentication

Flowfact CRM mit BOTTIMMO verbinden

How does content creation work?

Acquisition-Booster

App language

Change payment method and billing information

Configure and link cookie banners

Tracking with UTM parameters

 BOTTIMMO on Android

How to delete contacts

What landing pages and widgets are

Newsflash

Integrating the funnel-widgets into your own website

Printing recommendations for advertising materials

Advertising material

Create QR codes for advertising materials

Widget Dream Home Finder

Create content in different languages

Cancel BOTTIMMO plan

What should I do with unused topics?

 BOTTIMMO on the iPhone

Templates

 Be successful on Instagram with the Content Creator

BOTTIMMO Privacy Policy

Perform a property valuation

Edit topic

Custom URLs

Get reviews on Google

Contact pipeline

Send emails to contacts

Overview

Marketing Topics

How to create marketing topics

How to use marketing topics

Optimise marketing topics

Unused topics

Work with contacts

Export data

Newsletter

Landingpages & Widgets

Integrate widgets

Tracking

Real estate valuation

Partner offers

Settings and personalisation

Company

Functions

E-Mail

Connect your CRM

User-Accounts

My profile

Billing & Payment

Subscription Up- & Downgrade

BOTTIMMO on your smartphone

Data protection

Legal Documents

BOTTIMMO direct customers

RE/MAX Lead Turbo

SMG CASALEAD

Marketing with BOTTIMMO

Marketing Basics

Marketing strategy

Search engine marketing with Google Ads

Search engine optimisation (SEO)

Social media marketing

Website

Offline marketing

<h2>Basic setup of the BOTTIMMO interface</h2><p>The BOTTIMMO interface is activated via the onOffice Marketplace. Follow these steps to successfully activate the interface:</p><ol><li><strong>🛍️ Open the onOffice Marketplace</strong><br>Log in to <a href="https://smart.onoffice.de/smart/index.php">your onOffice account</a> and open the Marketplace.<br>&nbsp;</li><li><strong>🔎 Find BOTTIMMO</strong><br>Enter ‘BOTTIMMO’ in the Marketplace search bar.<br>&nbsp;</li><li><strong>✔ Start activation</strong><br>Click on the BOTTIMMO tile labelled ‘<strong>Interface</strong>’ and select ‘Activate<br><img src="https://cdn-assets.productfruits.com/80fa8566-d5ac-4e71-8c2e-782099bc8d35"><br>&nbsp;</li><li><strong>⚖️ Confirm terms and conditions and privacy policy</strong><br>A pop-up window will open. Confirm the General Terms and Conditions (GTC) and the Data Processing Agreement (DPA).<br>&nbsp;</li><li><strong>➡️ Continue to activation</strong><br>Click on ‘Continue to activation’ to proceed.<br>&nbsp;</li><li><strong>👨🏻‍💻 Activate user rights</strong><br>Select the desired user rights. The API key for the connection will then be generated.<br>&nbsp;</li><li><strong>🔑 Insert API key</strong><br>Copy the API key displayed and paste it into the corresponding field.<br>&nbsp;</li><li><strong>☑️ Complete activation</strong><br>Finally, click on ‘Activate’.<br>&nbsp;</li><li><strong>📨 Check emails</strong><br>Once step 8 is complete, an email will be sent to the BOTTIMMO account owner.<br>This email will have the subject line ‘Complete linking of onOffice with BOTTIMMO’ and contain a button labelled ‘Complete linking’.<br>&nbsp;</li><li><strong>🏁 Complete linking</strong><br>Click on the ‘Complete link’ button. You will be redirected to BOTTIMMO, where you can configure the desired synchronisation settings and complete the setup.<br>✅ <strong>You have now successfully set up the BOTTIMMO interface. 🎉</strong></li></ol><h2>Video: Step-by-step setup guide</h2><p>Since two extensive systems are being connected, a few steps are unavoidable. Our video shows everything again in detail:</p><div class="raw-html-embed">
        <iframe src="https://scribehow.com/embed/onOffice_mit_BOTTIMMO_verbinden__sUIm44idQpeHIDqdJnHIZA?skipIntro=true&amp;removeLogo=true&amp;as=video" width="100%" height="640" allowfullscreen="" frameborder="0"></iframe>
</div><h2>Synchronisation options</h2><h3>Synchronisation onOffice → BOTTIMMO</h3><p>After successful connection, no data is transferred between the two systems for security reasons. The first step is an initial contact synchronisation from onOffice to BOTTIMMO.&nbsp;<br>After this initial synchronisation, new contacts are synchronised regularly and automatically from onOffice to BOTTIMMO.</p><h3>How does the data get back to onOffice?</h3><p>You can choose between automatic and manual synchronisation.</p><h4>Automatic</h4><p>All changes to contacts in BOTTIMMO and all new contacts generated via BOTTIMMO are automatically imported into onOffice.</p><h4>Manual</h4><p>No data is automatically transferred back to onOffice. Each contact can be synchronised individually (on the contact details page) to onOffice. This means more manual effort, but also allows for more data control. This is what the function looks like on the contact details page. It is located in the left-hand column:</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsnc1561976eb8934bee540b631acbf4fc0f8ea3103d054daf3a98bbfa42474772b335a06ea5903e9f03d729cc2953874d184e7e8c278f77e7a066a1044bef25f71?inline=true"></figure><h3>Which contacts are synchronised?</h3><p>In onOffice, each contact can be assigned to a so-called ‘contact type’. In the BOTTIMMO app settings, each customer can select which contact types should be synchronised and which should not.</p><p>ℹ️ <strong>Note</strong>: If you do not maintain the contact types, you can simply select ‘all contacts’ or ‘contacts without contact type’ in the app settings.<br>&nbsp;</p><p>⚠️ <strong>Caution</strong>: <strong>Only contacts with onOffice GDPR status ‘Storage agreed’ will be synchronised.</strong></p><p>A corresponding note appears in the settings of the BOTTIMMO app. Why? The BOTTIMMO system is purely about contacting contacts. If permission has not been granted, you cannot legally work with this contact in the BOTTIMMO system.</p><h3>How do I find the contacts newly generated in BOTTIMMO in onOffice?</h3><p>In the list of your contacts in onOffice, there is a column called ‘Contact origin’. There you can identify the relevant contacts by the entry ‘BOTTIMMO’:<br><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn1bbf6a4ebca2cbe5ae377d9769f2e2bf1ceb0c0ad8de8a2d1f1cc35e0d00341ebbaa1617889f0bf25cf0e97ccd945ceb151920ca28e05962551d61b60b499873?inline=true"></p><h3>Can I stop the synchronisation again?</h3><p>Yes, at any time: Click on the corresponding button in the BOTTIMMO CRM settings at the bottom right, and you're done.</p><h3>What happens when synchronisation is stopped?</h3><p>From that moment on, no more data will be transferred between onOffice and BOTTIMMO. Synchronisation can be stopped and restarted at any time with a single click.</p>

<h2>Display based on status</h2><p>When displaying content, the dashboard distinguishes between:</p><ul><li>new customers</li><li>existing customers</li></ul><p><strong>New customers</strong> see a compact overview with the most important entry points for getting started.&nbsp;&nbsp;&nbsp;<br><strong>Existing customers</strong> receive a detailed view with key figures on marketing and acquisition activities.</p><h2>Simple view for new customers</h2><p>The view for new customers contains core functions that are particularly helpful when getting started.</p><p>💡 <strong>Tips for getting started</strong>:&nbsp;</p><ol><li>Import <strong>your</strong> contact data into BOTTIMMO — either via a CRM integration or manually.</li><li>Launch <strong>your</strong> Acquisition Booster and send <strong>your</strong> emails to all imported contacts.</li><li>Integrate <strong>your</strong> widgets into your website to increase their impact.</li></ol><p>➡️ Use the white buttons (see screenshot) to go directly to the corresponding functions:</p><figure class="image"><img src="https://cdn-assets.productfruits.com/2a8a45fc-24d3-49fe-9efc-9b5eda0a4216"></figure><p>&nbsp;</p><h2>Professional overview for customers who have been using BOTTIMMO for a while</h2><p>If <strong>you</strong> are already actively working with BOTTIMMO or have implemented the tips for new customers, <strong>you</strong> will see an extended view with several boxes. Each box contains information on a specific area:</p><figure class="image"><img src="https://cdn-assets.productfruits.com/d3c292f0-f768-45cf-b029-d59a7b2d970c"></figure><h3>What exactly is shown here?</h3><p>The view is divided into several boxes. Each box is dedicated to a specific area:</p><h4>Contact acquisition</h4><p>The top box focuses on acquiring new contacts. Here, <strong>you</strong> can see how many invitations you have already sent using the Acquisition Booster and how much content has been created and published with the Content Creator.&nbsp;&nbsp;<br>The entry points for the Acquisition Booster and Content Creator remain visible, as they should be used by <strong>you</strong> regularly.</p><p>🔥 <strong>Important</strong>: In the top right corner of the box, you’ll find the “<strong>OPEN DETAILS</strong>” option. Clicking on it will reveal further stats on usage of the Acquisition Booster, topics, and the Content Creator:</p><figure class="image"><img src="https://cdn-assets.productfruits.com/bd46d94f-e665-4a2e-bab4-5bbe78e4cc6f"></figure><p>&nbsp;</p><h4>Status of your landing pages and widgets</h4><p>This box shows how often your landing pages and widgets have been accessed, and how many are included in your package.&nbsp;&nbsp;<br>Click on <strong>“Open details”</strong> (top right in the box) to access additional information — e.g. traffic by source and UTM parameters, if these were used in advertising campaigns.</p><p>💡 <strong>Note</strong>: This box also contains an option to open more details for advanced users. You’ll find a breakdown of landing page traffic by UTM parameters (if used) and by traffic source — showing whether views came from Facebook, via a QR code, or directly.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/340d5555-bd62-4c6e-ac04-9ed9ec3771ba"></figure><p>&nbsp;</p><h4>Automated email funnel</h4><p>Here, <strong>you</strong> can see:</p><ul><li>How many emails BOTTIMMO has automatically sent on your behalf</li><li>How many of them were opened</li><li>How often a button in the emails was clicked</li></ul><p>It also shows how much time (and therefore cost) <strong>you</strong> have saved through automated sending — compared to manual writing and sending.</p><p>👉 More data on emails can also be found under “OPEN DETAILS”. In the detailed view, <strong>you</strong> will additionally find information about the email sending activity from the past 30 days, including reasons why some recipients were not reached.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/922dc7fa-c7bf-4ca3-a614-019e36ab1f7d"></figure><p>&nbsp;</p><h4>Total contacts acquired</h4><p>This box shows how many contacts <strong>you</strong> have already acquired using BOTTIMMO.&nbsp;&nbsp;<br>Via the white button, <strong>you</strong> can access BOTTIMMO’s official partners, who support you in gaining more contacts. Their services are offered at exclusive conditions.</p><h4>Achievements with BOTTIMMO so far</h4><p>This box shows the total property volume that has been evaluated via the property valuation landing page or widget, as well as your potential resulting commission.&nbsp;&nbsp;<br>You’ll also gain insights into the total time and cost savings from using BOTTIMMO.</p><h2>How do I get the professional view?</h2><p>It’s simple and automatic. The dashboard switches from the simple view to the professional view as soon as the system starts sending emails and your first customers access landing pages/widgets.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/5ee91c02-a6cc-4a38-bfed-860db4d24707"></figure><p>👉 To speed up the transition, <strong>start</strong> your Acquisition Booster <strong>today</strong> and make sure all bait and guides included in your package are integrated into your website.</p><p>&nbsp;</p><h2>💡 <strong>Our tip</strong>: Always stay on top — even on the go!</h2><figure class="image image-style-side"><img src="https://cdn-assets.productfruits.com/09cc11ec-00be-4d5b-b947-aeb8cd341b7f"></figure><p>Use the BOTTIMMO dashboard conveniently on your smartphone and keep an eye on your key figures at all times.</p><p>📱 <strong>Here’s how:</strong> Install the BOTTIMMO app on your mobile device.&nbsp;&nbsp;<br>Find step-by-step guides for your device here:</p><ul><li><a href="https://help.bottimmo.com/de/article/bottimmo-auf-dem-iphone" target="_blank" rel="noopener noreferrer">Guide for all iPhones</a></li><li><a href="https://help.bottimmo.com/de/article/bottimmo-auf-android" target="_blank" rel="noopener noreferrer">Guide for Android devices</a></li></ul><p>&nbsp;</p><p>&nbsp;</p><p>```</p>

<h2>Texte erzeugen</h2><p>Öffnen Sie den Content Creator, wählen Sie eine Textart und ein Thema aus und klicken Sie anschließend auf "neu generieren". 5 neue Texte werden dann sofort erzeugt.</p><h2>Erzeugte Texte selbst bearbeiten</h2><p>Basic- und Expert-Kunden können die erzeugten Texte nach eigenen Wünschen beliebig anpassen. Dazu klicken Sie das kleine Stiftsymbol rechts oberhalb des zu bearbeitenden Textes an.&nbsp;</p><p>💡 Für Kunden des Light-Pakets steht diese Funktion nicht zur Verfügung.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn79de1c9d90aeb1ff72608e5215b4e09b5bc22c29350568ba6f044a7c7d1f84a4cdb39018e1e5b5c7e0a8c78e85e14a14bcc04282845d34465aa1ca3db30682fd?inline=true"></figure><h2>Texte mit Bildern kombinieren</h2><p>Der Content Creator kombiniert automatisch zum gewählten Thema und zur gewählten Textart passendes Bildmaterial dazu, sofern verfügbar.&nbsp;&nbsp;<br>Die Bildquelle ändern Sie über das Ausklapp-Menü ganz oben rechts.</p><p>⚠️ <strong>Achtung</strong>: Nicht für jede Textart ist aus allen Bildquellen Bildmaterial verfügbar.</p><div class="raw-html-embed">
    <iframe src="https://scribehow.com/embed/Content_erstellen_mit_dem_BOTTIMMO_Content_Creator__d_GAu8_fRyuJvatWO_MsWg?skipIntro=true&amp;removeLogo=true&amp;as=video" width="100%" height="640" allowfullscreen="" frameborder="0"></iframe>
</div><h3><strong>Einen Text</strong> mit <strong>einem Bild</strong> pro Post kombinieren</h3><p>Wählen Sie zuerst eine Bildquelle aus (wie oben beschrieben) und suchen Sie ein passendes Bild. Dieses wird dann zusammen mit Ihrem Text im Beitrag veröffentlicht.</p><h3>(Coming soon) <strong>Einen Text</strong> mit <strong>mehreren Bildern</strong> pro Post kombinieren</h3><p>Bald können Sie einen Text mit mehreren Bildern in einem einzigen Beitrag veröffentlichen. Diese Art von Beitrag nennt man <strong>Karussell-Post</strong> – bekannt von Facebook oder Instagram.</p><p>So funktioniert es:</p><ul><li><strong>Wählen Sie eine Bildquelle aus</strong>, wie oben beschrieben.</li><li><strong>Markieren Sie mehrere Bilder</strong>, die Sie verwenden möchten:</li><li>In der linken oberen Ecke jedes Bildes finden Sie ein Kästchen zum Anklicken.</li><li>🔥 Sie können <strong>bis zu 20 Bilder pro Beitrag</strong> markieren.</li><li><strong>Reihenfolge</strong>: Die eingeblendeten Zahlen im Auswahlbereich zeigen, in welcher Reihenfolge die Bilder im Karussell angezeigt werden.</li></ul><p>☝️ Diese Funktion steht nur für die Textarten "Facebook Post" und "Instagram Post" zur Verfügung.</p><h3>Den perfekten Bildausschnitt wählen (nur bei Bilddatenbanken)</h3><figure class="image image_resized image-style-side" style="width:57.26%;"><img src="https://cdn-assets.productfruits.com/b61e7777-d242-439a-80bc-64dc93cdcc1d"></figure><p>In den Bilddatenbanken finden sich zahlreiche Fotos und Grafiken, die sich gut für Social-Media-Posts einsetzen lassen. Allerdings weißt nicht jede Bilddatei ein geeignetes Format auf. Zudem hat Meta jüngst Veränderungen am Standardbildformat bei Bildposts in Facebook und Instagram vorgenommen.&nbsp;<br>Daher zeigt der Content Creator in der Regel nur einen Bildausschnitt im neuen Bildformat 4:5. Damit ist es nicht immer möglich, den optimalen Bildausschnitt zu sehen.&nbsp;</p><p>Um das Bild dennoch zum Posten nutzen zu können, hält der Content Creator für diesen Fall eine Möglichkeit bereit, den gewünschten Bildausschnitt selbst zu wählen. Klicken Sie dazu auf das Crop-Icon. Das Auswahlrechteck ist bereits auf das neue Meta-Standard-Bildformat fest eingestellt. Größe und Position lassen sich jedoch beliebig verändern.</p>

<p>In this video, we show you how you, as a real estate agent, can value a property directly on the BOTTIMMO platform.</p><p>The video answers the following questions, among others:</p><ol><li>Where can I, as a real estate agent, carry out a property valuation directly on the BOTTIMMO platform?</li><li>Where can I, as a real estate agent, obtain price trends for a property directly on the BOTTIMMO platform?</li></ol><figure class="media"><div data-oembed-url="https://youtu.be/cq8FOqikqDM"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/cq8FOqikqDM" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>&nbsp;</p><h2>Property valuation step by step</h2><p>Below, we explain how you can use this process efficiently and what additional information you can obtain about the price trends of a property.</p><h3>1. Start property valuation</h3><p>To carry out a property valuation in the BOTTIMMO app, simply go to the ‘Property valuation’ menu item. There you will see an overview of all properties that have already been valued. To start a new valuation, enter the relevant data for the property in the fields provided and click on ‘Start valuation’.<br><img src="https://cdn-assets.productfruits.com/d693e21c-4953-412f-95be-fc2bd1a4869a"></p><h3>2. Price overview and history</h3><p>After entering the necessary information, you will find a detailed price overview for the property at the bottom of the page. This shows you the price development over the last few years and months. As a real estate agent, you not only receive a current valuation, but also an overview of the price development over time.</p><h3>3. Create PDF document</h3><p>Another useful step is the option to create a PDF of the valuation. This feature is only available in the <strong>Expert Package</strong>. Once you have completed the property valuation, you can generate the document by entering the name of the lead and clicking on ‘Create PDF’. The PDF generated is the same as the one a lead would receive if they had carried out a property valuation themselves.</p><h3>4. Contact management and linking</h3><p>With BOTTIMMO, you can link the property valuation directly to an existing contact. If you already have a lead saved in the app, you can simply link the valuation to that contact. Otherwise, you can also create a new contact. The details of the property valuation are displayed under the ‘Contacts’ tab. Colours such as purple and green help you to identify the status of the valuation. Purple means that you have carried out the valuation internally, and green indicates that the contact has made a request themselves (e.g. for advice or a callback).<br>&nbsp;</p><p>The BOTTIMMO valuation tool provides estate agents with a user-friendly and efficient way to value properties and quickly view price trends. In addition, you can easily link valuations to your contacts and receive a professional PDF document that you can use to communicate with your leads.</p><p>ℹ️ Property valuation is only available to Basic and Expert customers.</p>

<h2>Overview</h2><h3>What is the contact pipeline?</h3><p>The contact pipeline is an alternative display format to the contact list. The pipeline view simplifies and speeds up the efficient processing of your contacts, while the list provides a better overview.</p><h2>Where can I find the contact pipeline?</h2><p>The board is very easy to find:</p><ol><li>Open the BOTTIMMO app and go to Contacts.<br><img class="image_resized" style="width:17.79%;" src="https://cdn-assets.productfruits.com/a65da6b0-b20f-44ba-9f07-26f7c4dd9b24"></li><li>In the function bar, you will find an option to switch between the list view and the pipeline view in the right-hand third.</li></ol><h2>Which contacts are shown in the Contacts Pipeline?</h2><p>In the pipeline view, you will see the same contacts as in the familiar contact list.</p><p>The difference lies in the display:&nbsp;</p><p>Each contact is displayed on a ‘card’ in the pipeline. These cards can be easily moved back and forth between the individual processing statuses using drag and drop. The status of moved contacts changes automatically. This saves you valuable time, as several processing steps are eliminated.</p><h2>How exactly does the pipeline work?</h2><p>Each contact is represented by a card. The cards can be moved between the columns that correspond to the existing statuses in BOTTIMMO using drag and drop.</p><p>The status of the contact is updated automatically.</p><p>ℹ️ <strong>Tip</strong>: Pay particular attention to the cards marked in red. These are new contacts. Make sure they are processed promptly.</p><h2>What information can be found on the cards?</h2><p>Each card displays the following contact details:</p><ul><li>The first and last name of the contact</li><li>The date of their last action</li><li>All actions performed in coloured bubbles (similar to the list)</li><li>The assigned employee</li><li>If no employee is assigned, an assignment function is displayed instead.</li></ul><h2>What functions are available in the cards?</h2><h3>Open contact details</h3><p>When you click on a card, the details page opens (automatically) in a new tab.</p><h3>Assign employee</h3><p>At the top right of each card is a grey circle symbolising a person. To assign this contact to a colleague for processing, click on the circle and select the desired colleague from the list that opens.&nbsp;</p><p>Once an employee has been assigned, the circle is coloured and displays the employee's initials.</p><p>⚠️ <strong>Note</strong>: Only customers with the Expert package can assign contacts to employees.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn74e9894cd8db3cc292c650270e443ebf73654234960fdfa609dc0377dad534e3d10dad76ac9653c5c5d228f5dbad7f2d68ca176b8062edc4053186e413dc0f37?inline=true"></figure><h3>Set due date for contact processing</h3><p>With the ‘<strong>Due date</strong>’ function, you can assign an individual date for <strong>resubmission</strong> to each of your contacts, regardless of their current contact status. This date helps you to plan your customer relationships effectively and follow up on them in a timely manner.</p><p>You can find more details here: <a href="https://help.bottimmo.com/en/article/due-date-for-contacts" target="_blank" rel="noopener noreferrer">Set due date for contacts</a>.</p><h2>Personalise pipeline</h2><p>The following functions are used to tailor the pipeline as closely as possible to your individual acquisition process. This allows BOTTIMMO to integrate seamlessly into your existing processes, even if you change them at a later date.</p><h3>Rename columns</h3><p>The name of a column can be changed by clicking on the column context menu.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn2336f9e1e6fa3bd1651614104bdd751886e29b98de118714eaaf9756f2b101407ce16de4d2fc035526d056c547200e21a5dbd4d0a16e43bfab7b7dbb4eae2158?inline=true"></figure><h3>Add/remove columns</h3><p>An additional column can be created to the left or right of a column by clicking on the column context menu. The same menu also allows you to remove columns that are no longer needed.</p><figure class="image"><img src="https://hilfe.bottimmo.com/galleryDocuments/edbsn2336f9e1e6fa3bd1651614104bdd7518ddb22ddc3c1894e745fcc73b528db49e6957bf815d6e62b77a93eb2b183ab7add058e3bc0592ec3dc6d6e11cac2793c9?inline=true"></figure><p>However, columns can only be deleted if they no longer contain any contacts.&nbsp;<br>&nbsp;</p><p><strong>⚠️ Caution:</strong> The following columns cannot be renamed or deleted:</p><ol><li>New contacts</li><li>Successfully contacted</li><li>Order received</li></ol><p><strong>Why?</strong> These columns are technically linked to the email funnel. The content of the automatically sent emails changes depending on the status. If these columns were renamed, this logic would no longer apply and no more emails would be sent.</p><h3>Change the order of columns</h3><p>The order of the columns can also be adjusted via the context menu. There you can move the current column one column to the left or right.</p><p>The first column, ‘New contacts’, is the only one that cannot be moved.</p><h2>What does not (yet) work in the contact pipeline?</h2><p>Initially (at least at the start), the following functions will not be available in the pipeline view:</p><ul><li>Delete contacts – you can do this in the contact list.</li><li>The ‘Assign’ function in the contact list, as it works differently here, as described above.</li></ul><h2>Feedback on the pipeline</h2><p>If you have any feedback on how you use the pipeline or suggestions for improvements, please use our <a href="https://survey.zohopublic.eu/zs/gBBPom"><strong>feedback form</strong></a>.</p>

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<script type="text/javascript" src="https://cs.iubenda.com/autoblocking/3286936.js"></script>
<script type="text/javascript" src="//cdn.iubenda.com/cs/iubenda_cs.js" charset="UTF-8" async></script>


<script>
  /* ======================================================================
  Print functionality  
  ----------------------------------------------------------------------
  Just place a link anywhere in an article like that: <a href="#print">🖨️ Drucken</a>
  ====================================================================== */

  // Funktion, um allen passenden Links den Event Listener hinzuzufügen
  function attachPrintListeners() {
    document.querySelectorAll('a[href="#print"]').forEach(function (link) {
      if (!link.dataset.printBound) {
        link.addEventListener("click", function (e) {
          e.preventDefault();

          const baseUrl = window.location.origin + window.location.pathname;
          const queryParams = "?nonav=1&embed=1";
          const hash = "#print";

          const printUrl = baseUrl + queryParams + hash;
          window.open(printUrl);
        });

        // Markiere den Link als verarbeitet
        link.dataset.printBound = "true";
      }
    });
  }

  // Direkt nach DOM load aufrufen
  document.addEventListener("DOMContentLoaded", attachPrintListeners);

  // Hook in pushState / replaceState
  const originalPushState = history.pushState;
  const originalReplaceState = history.replaceState;

  history.pushState = function () {
    originalPushState.apply(this, arguments);
    setTimeout(attachPrintListeners, 0);
  };

  history.replaceState = function () {
    originalReplaceState.apply(this, arguments);
    setTimeout(attachPrintListeners, 0);
  };

  // Auch bei Vor-/Zurück-Buttons
  window.addEventListener("popstate", function () {
    setTimeout(attachPrintListeners, 0);
  });

  // Ruft automatisch den Druck-Dialog auf, wenn die URL den Hash #print hat.
  window.addEventListener("load", function () {
    if (window.location.hash === "#print") {
      window.print();

      // Optional: Schließe das Tab automatisch nach dem Drucken
      window.onafterprint = function () {
        window.close();
      };
    }
  });

  /* ======================================================================
  Global App‑Deeplink‑Router
  ----------------------------------------------------------------------
  Autoren verlinken so:
  href="/app-deeplink/<pfad?query#hash>"

  Das Skript …
  1) ersetzt diese Platzhalter‑Links global durch
      /<lang>/article/app-deeplink?nonav=1#to=<URL‑encoded‑pfad>
  → öffnet sie im **neuen Tab**.
  2) läuft im Deeplink‑Artikel selbst, dekodiert #to=…, ersetzt
  #app-deeplink‑Platzhalter → App öffnet **im selben Tab**.
  3) funktioniert in jeder Sprachversion (beliebiges Prefix),
  History‑ und Mutation‑safe (SPA‑Support).
  ====================================================================== */
  (function () {
    /* ---------------- Sprache dynamisch aus erstem Pfadsegment --------- */
    const LANG = (location.pathname.match(/^\/(\w{2})\//) || [, "de"])[1];
    const HELP_ARTICLE_BASE = `/${LANG}/article/app-deeplink?nonav=1`;

    /* ---------------- Konstanten --------------------------------------- */
    const PLACEHOLDER_PREFIX = "app-deeplink"; // Autoren‑Prefix
    const HASH_PARAM_PREFIX = "#to=";                  // Übergabe im Deeplink‑Artikel
    const LINK_HASH_TOKEN = "#app-deeplink";         // Platzhalter in App‑URLs

    /* ---------- 1) Platzhalter‑Links → Deeplink‑Artikel ---------------- */
    function convertAppLinks(root = document) {
      root.querySelectorAll("a[href]").forEach(a => {
        if (a.dataset.dlDone) return;

        const href = a.getAttribute("href") || "";
        const match = href.match(new RegExp(`^/?${PLACEHOLDER_PREFIX}(/.*)?`, 'i'));
        if (!match) return;

        const encodedPath = encodeURIComponent(match[1] || "/");
        a.href = `${HELP_ARTICLE_BASE}${HASH_PARAM_PREFIX}${encodedPath}`;
        a.target = "_blank";                     // Deeplink‑Artikel -> neuer Tab
        a.dataset.dlDone = "true";
      });
    }

    /* ---------- 2) Deeplink‑Artikel selbst patchen --------------------- */
    function patchDeeplinkArticle() {
      if (!location.pathname.includes("/article/app-deeplink")) return;

      const hashData = location.hash.startsWith(HASH_PARAM_PREFIX)
        ? location.hash.slice(HASH_PARAM_PREFIX.length)
        : null;
      if (!hashData) return;

      const decoded = decodeURIComponent(hashData);
      const path = decoded.startsWith("/") ? decoded : "/" + decoded;

      document.querySelectorAll(`a[href*="${LINK_HASH_TOKEN}"]`).forEach(a => {
        if (a.dataset.dlPatched) return;

        const base = a.href.split(LINK_HASH_TOKEN)[0].replace(/\/$/, "");
        a.href = base + path;              // finaler Deeplink, gleicher Tab
        a.removeAttribute("target");
        a.dataset.dlPatched = "true";
      });
    }

    /* ---------- 3) Initialisierung & SPA‑Support ----------------------- */
    function init(ctx) {
      convertAppLinks(ctx);
      patchDeeplinkArticle();
    }

    document.addEventListener("DOMContentLoaded", () => init(document));

    /* MutationObserver: dynamischer Content */
    new MutationObserver(muts => {
      muts.forEach(m => m.addedNodes.forEach(n =>
        n.nodeType === 1 && init(n)
      ));
    }).observe(document.documentElement, { childList: true, subtree: true });

    /* History‑API‑Hooks für SPAs */
    ["pushState", "replaceState"].forEach(fn => {
      const orig = history[fn];
      history[fn] = function () {
        const res = orig.apply(this, arguments);
        init(document);
        return res;
      };
    });
    window.addEventListener("popstate", () => init(document));
  })();
</script>

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