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    CRM

    Getting started with CRM

    • Introduction to CRM
    • Understanding pipelines, stages, deals, companies, and tasks in CRM
    • Set up your CRM
    • Set up CRM notifications

    Customize your CRM

    • Manage attributes from a contact or deal details page
    • Manage custom attributes for deals and companies
    • Customize the creation form of deals and companies
    • Customize the deal stages in your pipeline
    • Forecast your expected sales using a weighted pipeline
    • Customize the Deal List view columns in CRM

    Manage your deals

    • Export your CRM deals
    • Add a deal in the CRM
    • Add related contacts to a CRM deal
    • Filter your CRM deals
    • Mark a CRM deal as Won or Lost
    • Reopen a closed deal
    See all 9 articles

    Manage your companies

    • Add a company in the CRM
    • Edit a company's information
    • Manage your companies
    • What are the default company attributes?
    • Select which attributes to display for a company

    Keep track of communications

    • Create a CRM task
    • Create a workflow to automate tasks creation in CRM
    • Manage your CRM tasks
    • Create a CRM note
    • Send an email to a CRM contact
    • Import a file in CRM
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