CRM Platform

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 #

• Set up your import files
• Manage your properties
• Use lifecycle stages
• Add an email signature in the CRM

Deals and Tasks #

• A guide to your deals
• Use tasks
• Receive a summary of your tasks