Table of Contents
- Table Of Contents
Introduction
- 1 - Introduction
CRM Overview
Leads
Deals
Contacts
Organizations
- 6 - Organizations
- 6.1 Creating an Organization

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Table of Contents
- Table Of Contents
Introduction
- 1 - Introduction
CRM Overview
Leads
Deals
Contacts
Organizations
- 6 - Organizations
- 6.1 Creating an Organization

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Add Group

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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

3 - Leads

hsindelar edited 7 months ago

3.1 - Creating a Lead

3.2 - Features within Lead

3.3 - Lead Definitions - Statuses

3.4 - Converting Lead to Deal (link to Deal documentation)

3.5 - Lead Page Customization

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