Manage contacts, companies, deals, activities, and follow-ups with the built-in CRM system.
How the built-in CRM works, what it tracks, and how it automatically populates from your interactions.
Adding, searching, updating, and linking contacts to companies in your CRM.
Managing company records, linking contacts, and tracking industry, size, and relationship details.
Creating deals, understanding pipeline stages from lead to close, and advancing deals through the sales process.
How calls, emails, meetings, and notes are logged automatically, and how to view activity history.
Scheduling follow-ups, tracking due dates, and how your AI employee automatically surfaces things that need your attention.
What happens when you delete a contact, company, deal, activity, or follow-up — and how to recover if you delete the wrong thing.