Widget functionality

The integration functionality allows you to plan and control payments from customers.

The widget helps to effectively manage finances for leads: plan and control income and expenses, track the dynamics of cash receipts, and payment delays.
Key features:
- Linking payments to lead cards;
- Automatic task creation when a payment deadline is approaching or scheduled payments are missing;
- Convenient tracking of payments in the calendar (available in the "Analytics" section);
- Synchronization with the lead's budget.