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CRM

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How to create a prospect

Add an interested person to CRM and capture the information needed to begin sales follow-up.

Add products to an opportunity and review prices, taxes, and totals before presenting your proposal.

Create an opportunity from the right contact and record the details your team needs to follow it.

Add the information your team needs to prospects, opportunities, customers, and other records, then organize fields into tabs.

Keep your customer portfolio current and distinguish a new customer record from an existing prospect conversion.

Design a reusable quote template with your company branding, customer details, product lines, and totals.

Create and share email, SMS, and WhatsApp templates for your team. Learn where Meta-approved templates are managed separately.

Create activities from the calendar or a contact, review them, and update them until complete.