Sales CRM, Meetings & Phone
Getting started with Sales CRM
Customize your Sales CRM
Pipelines and deals
- Create and manage multiple pipelines
- Edit the deal stages in your pipeline
- Forecast your expected sales using a weighted pipeline
- Import deals into Sales CRM
- Create a deal
- Create a workflow to automatically create deals
Companies
Sales activities
Meetings
- Send meeting reminders to you and your clients
- What is Meetings?
- Set up your booking page
- How can I share my Booking page?
- Customize your booking page
- Manage your availability for meetings