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Contacts and CRM
Contacts and CRM
Everything you need to know about Contacts and CRM
Camilla avatar
By Camilla1 author15 articles
What is the Contacts section?
Contact Glossary

Contacts


Create a contact
Manage your contacts
Create and manage custom fields

Customer Portal


Use the Customer Portal

Activities


Create and manage activities

Sales funnel


What you can do with sales funnels
Configure the CRM
Creating a sales funnel
Creating an opportunity
Manage the list of opportunities

Import


import your contacts
Import your opportunities into the CRM
Import your activities
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