CRM SALES SECTION
Benefits of CRM
Maintain good relations with key customers through CRM: Customer Relationship Management
What are CRM deals?
Basic information about deals
How to manage your CRM Deals
Once you have added new deals, you can start managing them in CRM.
How to filter CRM Deals and Activities
Keep everything organised and clear, especially your key deals and tasks.
All you need to know about activities
What are the CRM Activities?
Activities are everything your sales rep does to move the deal forward.
Learn what pipelines are and how to set them up
Activities for your agents
Create activities for the team members to keep their tasks tracked