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 CRM
Customize your CRM
- Where are my Sales CRM contacts?
- 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
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