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    2. Sales CRM & Meetings

    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
    See all 15 articles

    Getting started with Sales CRM

    • Introduction to CRM
    • Understanding pipelines, stages, deals, companies, and tasks in Sales CRM
    • Set up your Sales CRM
    • Set up Sales CRM notifications
    • Associate my Companies, Deals and Contacts

    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
    See all 9 articles

    Manage your companies

    • Export your companies
    • Add a company in the Sales CRM
    • Update your companies
    • Manage your companies
    • What are the default company attributes?
    • Select which attributes to display for a company

    Keep track of communications

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

    Payment

    • What is Sendinblue Payment?
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