CRM
Contacts, deals, forecasts, segments and tasks. · 4 articles
- Contacts, companies and the timelineKeep customer records, import contacts, and see every interaction in one timeline.
- Deals, pipelines and forecastsTrack deals on a board, switch pipelines, and read the forecast and win probability.
- Segments and listsGroup contacts by stage, country, activity, spend or custom fields, then broadcast or export.
- Follow-ups and tasksAdd a follow-up from any conversation and get reminded when it is due.
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