Adding and importing contacts
Create contacts one at a time or import them from CSV.
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CRM
Leads, contacts, companies, deals and pipelines.
Managing leads and lead sources
Record where each lead came from and move it through qualification.
Working with deals
Open a deal for each opportunity. A contact can have several.
Setting up pipeline stages
Pipelines and their stages can be configured to match your sales process.
Custom fields
Add fields to records to capture the information your business needs.
Activities, notes and appointments
Log calls, notes and appointments against a record so the history is complete.
Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.