CRM SALES SECTION

Benefits of CRM

Maintain good relations with key customers through CRM: Customer Relationship Management

Written by Grzegorz Górski

What are CRM deals?

Basic information about deals

Written by Aneta Koreba

How to manage your CRM Deals

Once you have added new deals, you can start managing them in CRM.

Written by Maciej Rzadkowski

How to filter CRM Deals and Activities

Keep everything organised and clear, especially your key deals and tasks.

Written by Alex Nowak

CRM Activities

All you need to know about activities

Written by Jacek Rzepka

What are the CRM Activities?

Activities are everything your sales rep does to move the deal forward.

Written by Grzegorz Górski

CRM Pipelines

Learn what pipelines are and how to set them up

Written by Jacek Rzepka

Activities for your agents

Create activities for the team members to keep their tasks tracked

Written by Alina Shafikova