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