CRM

CRM

CRM overview

Contacts

Companies

Deals

Activities

Sequences (planned)

Lists (static & dynamic filters)

CRM suggestions

Record summaries

Evidence and deal health

Linked tasks

Meetings and notetaker

Deal pipelines and stages

Associations

Custom properties & property groups

Email and calendar sync

Email conversations and composer

Deal automation settings

CRM import wizard (CSV)

CRM permissions

Overview