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SASKnowledgeCRMHow to Manage CRM
Documentation
•Hub
Reporting
  • How to Manage Reporting in CRM
CRM Configuration
  • How to Set Up Predictive Lead Scoring
  • How to Use Rule-Based Assignment
  • How to Manage Multi Teams in CRM
  • How to Add a New Lost Reasons
  • How to Create Tags
  • How to Set Up Recurring plans
  • How to Manage Customer Records
  • How to Add and Manage Sales Team in CRM
Lead Management
  • How to customize Visits to Leads settings for better conversion
  • How to Create a Quotation in CRM
  • How to Create a New Opportunity from a Lead
  • What is Lead Management
Activity Management
  • How to Set Activity Types
  • How to organize and schedule activities
  • How to Manage and Monitor Activities
Manage CRM
  • How to Manage CRM
CRMCRM
Manage CRM
1 min read

How to Manage CRM

CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities.

CRM Helps

You can also change the view from the top right icons, whatever layout seems best you can select that.

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What is Lead Management

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