CRM & sales / Guide
CRM Overview
Organize customer details, sales activity and opportunities.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
What CRM is for
Use CRM to organize leads, contacts, activities, follow-ups, customer information, opportunities and reporting.
Good practice
Keep contact records current, define ownership and use stages that reflect how your team actually sells. Channel data arrives only when its connection is supported and configured.
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