CRM

Getting started

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

Common Questions

• How do I enable Round Robin Deal assignment?
• Can I add a custom field to a Deal?
• How do I send an automation email from a Deal Owner?
• Do I need to have an email address for all contacts?
• How do I attach files to a deal or contact?
• How do currencies work?

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