CRM / Learn

Start using CRM.

Follow this path once to create a complete sales record and verify that your workspace is configured correctly.

  1. Open the application. From the workspace application picker, open CRM.
  2. Open Leads. Use the CRM sidebar and click Leads.
  3. Create a lead. Click Add record, enter Lead Name and Status, then click Create.
  4. Convert the lead. Open the new lead and choose Convert to deal. Create or select the contact and customer, then choose Pipeline and Stage.
  5. Open the deal. From the conversion summary, click the Deal card to inspect the created record.
  6. Record the next action. Open Activities and create a task, call, or meeting related to the lead, customer, contact, or deal.

What success looks like

You should have one lead with status Converted, one linked customer, one linked contact person, one open deal, and a follow-up activity.

Create a lead ↗Convert a lead ↗