CRM
6 docs
Last Updated: January 26, 2026
CRM Overview
OneSuite’s CRM solution helps you manage your sales process from first contact to closed...
Last Updated: January 30, 2026
Adding People
People are the individual contacts you communicate with during your sales process. Every person...
Last Updated: January 30, 2026
Adding Companies
Companies are organizations with multiple employees. Store business-level information that doesn’t change between projects...
Last Updated: January 30, 2026
Creating Opportunity
Opportunities are specific deals you’re pursuing. Each one tracks a potential project with revenue...
Last Updated: January 30, 2026
How Opportunities, Companies, and People Work Together
The CRM solution uses three record types that connect automatically. Understanding how opportunities, companies,...
Last Updated: January 30, 2026
Understanding Pipeline Stages
Pipeline stages represent the steps in your sales process. As opportunities move from first...