Managing Customers With CRM #

The CRM helps you track customers, leads, and deals.

How To Use: #

• Add Leads: CRM → Leads → Add New. Enter lead details like name, email, and source.
• Track Deals: Move leads through sales stages in CRM → Deals.
• Create Contracts: CRM → Contracts → New Contract. Attach documents or terms.
• Reports: Generate reports to see lead conversions and deal performance.

Pro Tip: Use labels like “Hot Lead” or “Pending” to quickly filter your leads.