Sales CRM & Meetings
Meetings
- What is Meetings?
- Set up your booking page
- How can I share my Booking page?
- Customize your booking page
- Manage your availability for meetings
- Create and edit meeting types
Getting started with Sales CRM
Customize your Sales 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 Sales CRM
Manage your deals
- Create and manage multiple pipelines
- Export your Sales CRM deals
- Add a deal in the Sales CRM
- Filter your Sales CRM deals
- Mark a Sales CRM deal as Won or Lost
- Reopen a closed deal