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