CRM - Article Index

The best way to find the article you're looking for 🚀

Written by Ines
Updated over a week ago

Company Profile

Company Profile - Details

Company Profile - Custom Fields

Company Profile - Activities

Company Profile - Emails

Company Profile - Files

Company Profile - Fee Model

Company Profile - Job Stats

Company Profile - Timesheets

Company Profile - Pay & Bill

Adding Contacts

Contact Profile

Contact Profile - Details

Contact Profile - Custom Fields

Contact Profile - Activities

Contact Profile - Emails

Contact Profile - Files

Contact Profile - Timesheets

Contact Profile - Pay & Bill

Contact Table View

How to delete a contact

Move Companies and Contacts down the pipeline

What is a Job Lead?

Company Location Types

Contact Actions

Creating Distribution Lists (Contacts)

Bulk add Contacts to Distribution List

Merge Companies ⚡

Company Table View

Adding Companies

Move Contacts 💼