CRM
Leads, the pipeline and follow-ups.
6 guides
6 videos · 4 min
Pipeline
2 guides
50 s
Use the pipeline board
See every open deal by stage, drag deals forward as they progress, and filter by won, lost or your own deals.
6 steps Video guide Open →
34 s
Set up your pipeline stages
Rename, reorder and add the stages a deal goes through, each with the probability used for your forecast.
4 steps Video guide Open →
Deals
4 guides
40 s
Add a deal
Record a new sales opportunity with its value, stage, expected close date and the person you are talking to.
5 steps Video guide Open →
39 s
Plan calls, meetings and follow-ups
Schedule the next step on a deal, keep notes, tick activities off when done and see what is due today.
5 steps Video guide Open →
30 s
Win a deal and send a quotation or invoice
Mark a deal as won so the contact becomes a customer, then make the quotation or invoice in one click.
4 steps Video guide Open →
30 s
Mark a deal as lost
Close a deal you didn't get, say why, and see the most common reasons on the CRM overview.
4 steps Video guide Open →
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