Managing Your CRM Contacts

Managing Your CRM Contacts

The CRM module helps you maintain and nurture business relationships.

CRM Stages

Contacts move through these stages:

• Replied: Initial positive response
• Meeting: Meeting scheduled or completed
• Proposal: Proposal sent
• Won: Deal closed successfully
• Lost: Opportunity did not convert

How to Move a Contact

1. Find the contact card in your CRM
2. Drag and drop to a new stage, or
3. Click on the contact and update the stage

Adding Follow-ups

1. Click on a contact
2. Click Add Follow-up
3. Set the date and notes
4. Save

Tips

• Set reminders for important follow-ups
• Update contact information after each meeting
• Add detailed notes about conversations