CRM
Import contacts, manage requirements and deals, and keep daily tasks moving.
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Common tasks
- Work CRM Today and its priority queuesRead guide
- Find, segment, merge, export, and archive contactsRead guide
- Prepare, map, preview, and execute a CRM contact importRead guide
- Add a contact or manual lead with requirementsRead guide
- Use the contact workspace from qualification through outreachRead guide
- Create and maintain CRM companiesRead guide
- Define contact requirements and match propertiesRead guide
- Manage active leads and incoming activityRead guide
- Manage Deals from pipeline review through transaction economicsRead guide
- Work Assignment and Listing pipelinesRead guide
- Manage CRM tasks and calendar subscriptionsRead guide
- Track lease expirations and renewal follow-upRead guide
- Create and use CRM Email ScriptsRead guide