CRM
By Juan and 1 other2 authors16 articles
- What you can do with sales funnelsDon't miss a single detail of your sales cycle thanks to CRM.
- Configure the CRMManage your sales teams, customise the types of activities available and customise sales funnels.
- Creating a sales funnelOptimise the stages of your CRM.
- Creating an opportunityKeep track of your CRM and monitor the profitability of your opportunities.
- Manage the list of opportunitiesLearn how to consult the stages of the CRM according to the three available views.
- Bookings: how it worksCreate a business profile, assign services and offer a booking calendar to your customers
- Bookings: services and locationCreate and manage services and locations. Share your URL and make reservations for your customers
- Bookings: settingsConfigure your business data, opening hours, spaces and bookings page.