The Leads inbox
Every new enquiry in one place.
Open CRM, then Leads inbox. New enquiries arrive here, filtered as All, New, Contacted, Handled or Discarded.
Open one to see the enquiry, where it came from and who owns it. Then choose what's next: Convert to a deal, mark it Contacted or Handled, or Discard it. Handled and discarded enquiries leave the inbox. Converting one opens a deal.
Press New prospect to add one by hand.
Keep reading
Deals and the pipeline
Read Move deals through your stages.
Create a deal from a reply
Read One click from a good reply to a deal.
Set up your CRM
Read Choose a starting point, and change anything afterwards.
Still stuck?Email us and a person will reply, usually within one business day.
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