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Knowledge base
Support Articles
Pipeline
8
Setting up your sales pipeline
Setting default todos for a stage
View leads assigned to a particular user
Creating a new pipeline
Renaming a Pipeline
View all 8
Leads
33
Creating a new lead
Lead details page
Assigning a user to a lead
Unassigning an user from a lead
Adding/Editing/Deleting notes
View all 33
Contacts & Organizations
10
Creating new contact
Editing an existing contact
Deleting an existing contact
Editing an existing organization
Creating new organization
View all 10
User Management
4
Adding Users
Removing users
Allowing users to view only their own leads
Allowing users to view only their own contacts
Account Management
4
Changing profile picture
Selecting your Notification Setting
Viewing your notifications
Deleting an account
Products
3
Creating a new product
Editing an existing product
Deleting an existing product
Sources
3
Creating a new Source
Editing a Source
Deleting a Source
Zones
3
Creating a new Zone
Editing a Zone
Deleting Zones
Causes
3
Creating a new Cause
Editing a cause
Deleting a cause
Integrations
14
Formstack Integration
Jotform Integration
Wufoo Integration
Google Calender Integration
Email integration using Account Wide Maildrop Address
View all 14
Custom Fields
3
Custom Fields for Leads
Custom Fields for Organizations
Custom Fields for Contacts
Insights
2
Creating Email Summaries
Creating Goals
Tags
3
Filtering leads via Tags
Setting up lead tags
Adding tags to your lead