CRM
Leads, opportunity pipeline, activities, notifications and custom fields.
Articles in this module
-
1
Leads and opportunity pipelinepublic
From inbound contact to signed deal: capturing a lead, qualifying, converting and tracking the pipeline.
-
2
Activities, mentions and notifications
Recording what was done, scheduling follow-ups, tagging a colleague and receiving alerts.
-
3
Custom fields and tailored statuses
Adapting the CRM to your business: adding fields, renaming stages, defining your own statuses.