Manage contacts, pipelines, lead scoring, and tasks.
7 articles
How to add, view, edit, and organize contacts in your CRM.
How to customize your sales pipeline to match your workflow.
How automatic lead scoring ranks your contacts by engagement and intent.
How to assign leads to agents using round-robin or manual assignment.
How to organize contacts with tags and use filters to find them.
How activity tracking captures page views, emails, and interactions.
Creating tasks, setting due dates, reminders, and assigning to team members.