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Opportunity automation creates an opportunity when a new contact is added, and names it...
The CRM Customize drawer controls which CRM tabs your business sees, the order they...
The Opportunities tab in CRM shows your sales pipeline, and Customize lets you tailor...
OneSuite’s CRM manages your sales process from first contact to closed deal: it tracks...
A person record stores an individual contact you talk to during your sales process,...
A company record stores an organization you work with, along with the people who...
An opportunity is a specific deal you are pursuing, with an amount, a close...
CRM uses three record types that connect automatically: opportunities, companies and people. Understanding how...
Pipeline stages are the steps in your sales process, and each opportunity sits in...