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How to use CRM

Published

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

comercial

Checklist

  1. 1

    Open CRM

    Relational base and pipeline.

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  2. 2

    Loading contact

    Rapid high ratio.

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  3. 3

    Review leads

    Outstanding ratings.

    Go to step →
  4. 4

    Manual CRM

    How to use CRM.

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related playbooks

Pipeline CRM Operating

Related links

Open CRMworkspace routeOpen playbook in Argentinaguide playbookSee more product themesmanual product

History of the topic

Latest publications and states detected for this topic of the Manual.

Catalog fallback

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Catalog snapshotpublishedCurrent catalog
How to use CRM

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

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