Question 1

How do I use Kommo CRM for beginners?

Accepted Answer

In this tutorial I start with the basics: sign up for a free Kommo account, then I tour the dashboard so you can navigate confidently. I show you where pipelines, leads, communications, and insights live in the left sidebar. Once you understand those sections, creating leads, tasks, and contacts becomes straightforward.

Question 2

How do I create a lead in Kommo CRM?

Accepted Answer

I go to Pipelines, then All Leads, and on the far right I click New Lead. From there I name the lead, add tags, and choose the stage they’re in (offer, negotiating, purchase, follow-up, etc.). I also set a responsible user, add potential revenue, and don’t forget to hit Save.

Question 3

What are pipelines in Kommo CRM and how do they work?

Accepted Answer

Pipelines are where you organize leads as they move through your sales process. In my walkthrough, I even renamed one to a “test pipeline” to show it’s customizable. The whole point is keeping your potential customers organized and tracking progress from stage to stage.

Question 4

How do I set up tasks and follow-ups in Kommo CRM?

Accepted Answer

I create a task by going to Tasks and clicking New Task on the far right. The key is linking the task to a specific lead or contact so your follow-up is attached to the right person. Then I set a date, choose whether it’s a follow-up, meeting, or custom task, and click Set so it shows up in the task calendar.

Question 5

How do I add a contact in Kommo CRM?

Accepted Answer

I go to Lists, open Contacts, then click Add Contact in the top right. After that, I add the name, tags, assign the responsible team member, and include phone/email details. I also add notes and click Save so everything is stored properly.

Question 6

How does Kommo CRM handle email and messaging?

Accepted Answer

Kommo keeps communication simple by letting you manage messages from different platforms in one place. In the Communications section, I show the chat inbox, email inbox, and team chats, plus channels like WhatsApp, TikTok, Instagram, and Facebook. For email, you can view received, sent, and deleted without bouncing between apps.

Question 7

How do I integrate apps with Kommo CRM?

Accepted Answer

I go to Settings, then Integration Marketplace, and pick the tool I want to connect. In the video I use LinkedIn as the example: click it, install, then sign in to authorize the connection. If needed, you can revoke access under the authorizations tab for other users.

How To Use Kommo CRM - Step By Step (2026)

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