CRM

Getting started

• Calendar Feed
• Filtering and searching deal data
• Using automations to manage your deals
• Understanding pipelines, stages, deals, and tasks
• Deal Scoring
• Connecting your email accounts

Common Questions

• Will calendar feed work with my calendar?
• Will my task alerts get added to my calendar feed?
• Will updates show in my calendar if I edit my calendar feed?
• How to add a calendar feed to your Apple calendar
• How to add a calendar feed to your Outlook calendar
• How to add a calendar feed to your Google calendar

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