What you can do
- Start the day with Today. Each day, CRM builds a batch of leads to work, at the time you set. Log a call, write an email, or skip a lead for today.
- See every lead. Leads is a table you can filter, sort and page. Pipeline shows the same leads as a board by stage, and you move a lead by dragging it.
- Keep a full record. Each lead has its own page with its details, its stage and a rail of everything that happened.
- Bring leads in. Add a lead by hand, or import a CSV in three steps: match the columns, check the file, then run it.
- Track referrers. Keep a directory of who sends leads your way, and pick from it on any lead's record.
- Look at the whole book. Insights opens the Dashboard's figures and the referrer directory.
One tenant at a time
CRM works inside the tenant you are acting in. Its leads, referrers and settings belong to that tenant.
New here? Start with Getting started with CRM, or read the CRM FAQ.