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Table of Contents
Table Of Contents
Introduction
1 - Introduction
CRM Overview
2 - CRM Overview
2.1 - Definitions and Workflows
2.2 - Landing Page View and Customization
Leads
3 - Leads
3.1 - Creating a Lead
3.2 - Features within Lead
3.3 - Lead Definitions - Statuses
3.4 - Converting Lead to Deal
3.5 - Lead Page Customization
Deals
4 - Deals
4.1 - Creating a Deal
4.2 - Features within Deal
4.3 - Deal Definitions - Statuses
4.4 - Deal Page Customization
Contacts
5 - Contacts
5.1 - Creating a Contact
5.2 - Creating a Contact from Lead
Organizations
6 - Organizations
6.1 Creating an Organization
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Table Of Contents
Introduction
CRM Overview
Leads
Deals
Contacts
Organizations
Table Of Contents
hsindelar edited 6 months ago
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Introduction
CRM Overview
Leads
Deals
Contacts
Organizations
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