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CRM

Guides for leads, lead profiles, tasks, appointments, deals and CSV lead import.

1. Create a leadAdd a new lead to CRM with their contact details, source, status and priority.
2. The lead profileOpen a lead to see its details, add notes and files, assign it to a teammate and follow its history.
3. Tasks and follow-upsAdd a task with a due date to a lead so you remember to follow up.
4. DealsTrack a possible sale with its value, stage and expected close date.
5. The deal profile and CRM dashboardOpen a deal to see its value, stage and owner, hand it to a teammate, mark it won or lost, and read the CRM revenue dashboard.
6. The lead pipeline and KanbanSee your leads as cards in columns and review the stages of your pipeline.
7. AppointmentsBook a meeting with a client, pick an open time slot, confirm it and record the outcome.
8. Import leads from a CSV fileAdd many leads at once from a spreadsheet saved as a CSV file.