Sales activities, Meetings & Phone
Getting started with your sales activities
Customize your sales data
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
- Create a deal
- Create an automation to automatically create deals
Companies
Tasks, notes & attachment files
Meetings
- What is Meetings?
- Getting started with Meetings
- Manage your meeting types and customize your booking page
- Manage your availability for meetings
- Connect your calendar to Meetings
- Share your booking page with your clients