Sales CRM & Meetings
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
- Track your revenue in Sales CRM
- Create and manage multiple pipelines
- Format your deals and companies import file
- Set up a time limit before your deals start rotting
- Export your Sales CRM deals
- Add a deal in the Sales CRM
Manage your companies
Keep track of communications
- How can I view my most urgent or overdue tasks?
- Create a task
- Create a workflow to automatically create tasks
- Manage your Sales CRM tasks
- Add a note to a contact, company, or deal's history
- Send an email to a Sales CRM contact