Leads, deals, pipelines, Pulse, companies, and sales portals.
Add leads, update stages, and keep the pipeline accurate.
Track opportunities, forecast, and keep deal stages honest.
Spot stale leads, prioritize outreach, and keep your pipeline moving with Pulse.
Organize accounts, link contacts and deals, and keep company records accurate.
Define stages, defaults, and pipeline rules so leads and deals reflect your sales process.
Route inbound leads by source into a pipeline and assignment pool, team, or role with round-robin.
Bulk import leads from Excel or CSV with mapping, duplicate checks, optional distribution, and import history.
Create and maintain assignment pools used by lead distribution and import assignment.
Categorize leads and deals with types managed from the Fields admin tabs.
Define structured activity types with icons and lead custom fields for consistent interaction logging.