Frequently asked questions

CRM is a tool for working a book of leads: a morning list of who to contact, every lead in a table and on a pipeline board, and the referrers who send them. Start with Getting started with CRM.

Yes. Save it as a CSV, then use the import on Leads. You match your columns to CRM's, CRM checks the file, and then you run the import.

Today is your morning work list. CRM builds a batch of leads each day, the first time Today is opened after the time you set, and you log a call, write an email, or skip each one for today. Choose the batch's size and that time in Settings.

Your role lets you read the CRM but not change it. Ask one of your tenant's Owners for write access.

The batch built, but no lead was ready to work: each one was booked, cold, or past the drive limit. Import a CSV or add a lead, and tomorrow's batch has something in it.