CRM

Commercial product for relationships, follow-ups, and next steps, separate from the hub's basic contacts module.

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GuíaCapacero Playbooks Manual

Manual items

How to use CRM

The CRM product remains separate from the workspace's basic contacts block so it can grow without confusion.

Checklist

1
Open CRM
Relational base and pipeline.
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2
Loading contact
Rapid high ratio.
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3
Review leads
Outstanding ratings.
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4
Manual CRM
How to use CRM.
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