CRM
Managing the records behind the sale — capturing and assigning leads, creating opportunities, and keeping a full customer history.
#Articles in this category
Capture & Assign a Lead
Get a lead into CRM and give it an owner so someone is accountable for pursuing it
Qualify & Create an Opportunity
Turn a qualified lead into an opportunity so the deal is tracked through your pipe
Customer Communication & Timeline
Keep a complete, shared record of every interaction with a lead or customer so the
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