Take the Next CRM Step

Now that you have the basics covered, it's time to roll up your sleeves and dig deeper.

Here's what you'll learn:

  • How to create and manage Deals in just a couple of clicks.

  • Set up and use your Pipeline.

  • How to save time by using Email Templates and sending Emails in Bulk, and make sure your messages always reach the recipient.

  • How to pull up the data you need when you need it with a quick Search.

  • How to update contacts in bulk at once.

  • How to review the latest contact's updates as well as your team's progress using the Activity page.

  • How to connect your top favorite apps along with the powerful in-house integrations.