Section 3 : CRM Management

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I. Creating and managing contacts

To add a contact:

1. Go to Contacts > Add Contact.
   
   
2. Enter the contact's details (name, email, phone number).
   
   
   
3. Click "Save".
   

II. Smart lists and filters

Create smart lists to segment your contacts:

1. Go to Contacts > Smart Lists.
   
   
2. Click on **"Create List" **and choose the filter criteria (e.g., location, activity, tag).
   
   
3. Save your list for future use.

III. Tags and segmentation

Tags help categorize and segment contacts for better targeting:

1. Go to Contacts.
   
2. Click on a contact to edit their details.
   
3. Add tags to the contact (e.g., "VIP", "Prospect").
   

IV. Pipelines & Opportunities

To create and manage sales opportunities:

1. Go to Pipelines > Create Pipeline.
   
   
2. Add stages (e.g., "Lead", "In Progress", "Closed") and save.
   
   
3. Drag and drop opportunities to track their progress.

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Updated on: 16/05/2025