Sales
Leads, contacts, accounts, deals, quotes and products.
Leads
1.Leads overview
What a lead is, how leads reach the CRM, and how to find and work them from the list, the Kanban board and saved views.
2.Create, edit and clone a lead
Every field on the lead form, which ones are required, and how cloning a lead works.
3.The lead detail page
What is on a lead's page, from the stage bar and header actions to each tab, and what locking a lead does.
4.Lead status and lead stages
The difference between a lead's status and its stage, the default lead pipeline, how to move a lead between stages, and how admins set stages up.
5.Convert a lead
Turn a qualified lead into a contact and an account, and optionally a deal, in one step. What is created, what is copied and what happens to the lead.
6.Who owns and who can see a lead
Lead owners, how leads are assigned automatically, how to hand leads over, who can see and change a lead, and the emails owners receive.
7.Lead score and rating
How the 0 to 100 lead score is worked out, how admins tune it, and how it differs from the Hot and Cold rating you set by hand.
8.Configure lead scoring
Set up the rules behind the 0 to 100 lead score. Rate values for each factor on the classification board and balance the factor weights.
Contacts
9.Contacts overview
What a contact is, how contacts are added, and how to find, filter and manage them from the contacts list and its saved views.
10.Create and edit a contact
Every field on the contact form, which ones are required, how duplicate emails are handled, and how cloning a contact works.
11.The contact detail page
What is on a contact's page, from the header actions to each tab, including deals, interested products, emails and locking a contact.
Accounts
12.Accounts overview
What an account is, how it connects contacts, deals and quotes, how accounts are added, and how to find them in the accounts list.
13.Create and edit an account
Every field on the account form, including tax IDs, addresses and parent accounts, plus duplicate names and how cloning an account works.
14.The account detail page
What is on an account's page, from its contacts and deals tabs to company details, addresses, the timeline and locking an account.
15.Delete and restore an account
What is deleted along with an account, what stops an account being deleted, and how to restore it from the recycle bin before it is erased.
Deals
16.Deals overview
What a deal is, how deals are created, and how to track them in the deals list and on the Kanban board by stage.
17.Create and edit a deal
Every field on the deal form, from type and contact to revenue, closing date and stage, plus deals created from quotes and cloning.
18.The deal detail page
What is on a deal's page, from the stage bar and revenue details to its quotes, contact person, lost reason, tabs and locking.
19.Win or lose a deal
Move a deal through its stages, record the actual revenue when you win, pick a reason when you lose, and see what is recorded at close.
20.Deal stages and pipelines
The default deal stages and their probabilities, how stage categories work, and how admins add, change and remove stages in Deal Pipelines.
Quotes
21.Quotes overview
What a quote is, how it moves from Draft to Sent to Accepted, how quotes become deals, and how to find them in the quotes list.
22.Create and edit a quote
Fill in a quote's customer, addresses, dates, currency and terms, add line items with discounts and tax, and see how the totals are worked out.
23.Send a quote
Email a quote to your customer with its PDF attached, what happens when you send it, and how to preview or download the PDF.
24.The quote detail page
What is on a quote's page, how to change its status, turn an accepted quote into a deal, and read its items, terms and addresses.
25.Quote settings
Set your quote numbering, default validity, currency and discount type, item limit, follow-up timing, logo, signature and PDF font.
26.Quote templates
Choose the layout every quote PDF uses, which templates your plan includes, and what each quote PDF contains.
27.Quote terms and conditions
Write the terms printed on your quotes, keep several sets, choose the default, and understand how changes reach quotes already sent.
Products
28.Interested products
Record which of your products a lead or contact wants, how keen they are and what they plan to spend, and start a quote from one.
29.Products and categories
Build your product catalog with categories, product codes, prices and billing terms, and see where products are used across quotes and leads.