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CRM

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How to delegate tasks and check their owner

Assign each action to the right person and verify who is expected to handle it.

Update details and use the record to review files, tasks, opportunities, and previous conversations.

Find repeated contacts, compare their information, and choose which record to keep as the primary contact.

Prepare a quote within an opportunity, generate its document, email it, and later find the file and its activity history.

Link a person to their company and review the relationship from the contact or company record.

Learn what each CRM catalog tracks and set consistent criteria for opportunity estimates, record sources, outcomes, and follow-up activities.

Organize reusable files in Documents and Images, and find them without confusing them with record attachments.

Organize opportunities by progress, switch between list and Kanban, and keep the next step visible.