CRM

Tasks

• Add a deal and move it through stagesCreate a deal on the pipeline board, give it a next step, and move it from stage to stage until it is won or lost.Lite and Premium
• Log a call, email or meetingRecord a call, email, meeting, note or task on a deal, contact or company so it shows on that record's timeline.Lite and Premium
• Use Today: what needs you nowUse the Today tab to see which deals need attention, in order of urgency, and act on each one in a single step.Lite and Premium
• Email, call or Teams a contact from a dealUse the buttons at the top of a deal to email, call or start a Teams chat with the deal's contact.Lite and Premium
• Read your reports and forecastUse the Reports tab to see your pipeline, wins and losses, and what is expected to close each month, then open the deals behind any number.Premium