Sales
Your dashboard features the most recent activity along side a variety of widgets on your left side showing you the most vital information of your sales team...
Sun, 1 Dec, 2019 at 9:44 PM
Learn how to create, edit, and share your contacts. → Persons → Companies → Segments → Adding Contacts → Custo...
Sun, 1 Dec, 2019 at 8:29 PM
In GoCRM, a Deal is a sales opportunity you've identified through one of your Contacts. Setting up Deal Stages Every Deal has its o...
Sun, 1 Dec, 2019 at 8:33 PM
Goals allow you to set objectives for your team. Goals are visible individually for each user on their dashboard. Create a Goal To create a goal ...
Sun, 1 Dec, 2019 at 9:32 PM
Keep track of your to-do list with the the tasks tool in GoCRM. You can complete each task from the associated record, the task page, or the task widget...
Sun, 1 Dec, 2019 at 11:44 PM
GoCRM Appointments lets you set up a meeting, a call, a demo, or any other type of event. Setting Appointments up is very simple. When you ...
Sun, 1 Dec, 2019 at 11:22 PM