How CRM is organised
Tabs: Overview, Customers & Vendors, Contacts, Pipeline, Interactions, Tasks, Sequences, Lead Forms, Performance Analytics, Duplicates. Opening a customer shows their Overview, Deals, Financials and Timeline, the people who work there, and their Customer account (who can sign in to see their invoices and orders).Common tasks
Add a customer
Open Customers & Vendors and choose Add Customer. Check & Create looks for an existing record with the same details before it creates a new one, so you do not end up with two.Work a deal
On Pipeline, choose New Deal, fill it in and Launch Deal. Move it through Lead, Qualified, Proposal, Negotiation, then Won or Lost; the stages are fixed. Closing a deal asks why it was won or lost, and reopening a closed deal asks for a reason too. A deal does not turn into an invoice. Quotes and orders are made in Sales & POS, and invoices come from there.Record what happened
Use Log Activity for a call, meeting, email or note. Follow-ups go on Tasks.Merge duplicates
Duplicates lists records that look like the same customer. Merge them, swap which one is kept, or choose Not a duplicate - dismiss. For contacts, use Review & merge on the Contacts tab.Import and export
The … menu on Customers & Vendors has Import and Export.Relationship health
Each customer gets a health score from how recently you were in touch, overdue and paid invoices, deal momentum and active projects. It is kept up to date for you within about a minute of a change.See also
Sales & POS
Quotes, orders and invoices.
Customer account
What your customers see when they sign in.
HubSpot
Syncing with HubSpot.