CRM

Getting started

• Understanding pipelines, stages, deals, and tasks
• How to create and edit a pipeline
• How to create and edit a stage
• How to create a deal
• How to mark a Deal as Won or Lost
• Connecting your email accounts

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Common Questions

• How do I import a list of Deals?
• How do I export Deals?
• How do I automatically move a deal from one stage to another?
• How long does Deal Scoring take?
• How do I use a webhook to create a list of contacts with completed deal tasks?
• How do I calculate the amount of time a lead was in a stage?

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