Help Center / CRM
CRM help
From first lead to paid invoice, in one place.
Getting started
Key tasks
- Add a leadCreate a lead by hand, then find it again with views, search and filters.
- Import records from a fileLoad contacts, accounts, deals and more from a CSV or Excel file, and undo the import if needed.
- Convert a leadTurn a qualified lead into an account and a contact, and open a deal if you want one.
- Work your dealsCreate a deal, move it through the stages in list or kanban view, and create a quote from it.
- Plan your dayUse Workqueue to see what to do next, and create tasks, meetings and calls.
- Track targets with forecastsSet a target for each salesperson and see achieved, committed and the gap for a month or quarter.
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