CRM
Companies, contacts, deals and activities.
Understanding the CRM hierarchy
Companies, contacts and deals — what each one is for, how they connect, and which one to create first.
3 min read
Creating companies
Add an organization to your CRM, fill in the fields that matter, and avoid duplicates.
2 min read
Creating contacts
Add a person, link them to their company, and keep their details usable for calls and email.
2 min read
Creating deals
Open an opportunity, put it in the right stage, and keep its value and close date honest.
3 min read