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Home
KnowledgeBase
Systems that Work
Customer Relationship Management
CRM Platform
CRM Platform
Table of Contents
The Activity Feed
Companies in your CRM
Contacts in your CRM
Deals and Tasks
The Activity Feed
#
Set up user notifications
View your sales notifications
Lead revisit notifications
Companies in your CRM
#
A guide to “Companies Home”
Manage CRM Properties
Contacts in your CRM
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Set up your import files
Manage your properties
Use lifecycle stages
Add an email signature in the CRM
Deals and Tasks
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A guide to your deals
Use tasks
Receive a summary of your tasks
Marketing Tools
HubSpot – Account and Setup
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