EN
Deutsch
Español
Français
Italiano
Português
Login
Resources
Sendinblue
CRM
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
Customize the deal stages in your pipeline
Forecast your expected sales using a weighted pipeline
Customize the Deal List view columns in CRM
Customize the CRM Contacts page columns
Manage attributes from a contact or deal details page
Manage your contacts database
Add contacts into your CRM
Assign an owner to a CRM contact
Edit a CRM contact's information
Move a CRM contact from one list to another list
Delete a CRM contact
Manage your deals
Create 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
Delete a CRM deal
See all 8 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
