Your course, step by step.
Follow the lessons in order, or jump to what you need.
- Keep client history with a company4 min lessonUse a company page to find the people, opportunities, and jobs connected to a client.
- Add the people you work with4 min lessonSave a person and associate them with the relevant company and deal.
- Save useful client context4 min lessonKeep an agreement or observation linked to the records it concerns.
- Track an opportunity with a deal4 min lessonRecord an opportunity and move it through a stage that reflects reality.
- Give the next client action an owner4 min lessonSchedule a client action with an owner and a due time.
- Find gaps in the client handoff4 min lessonFind open deals with no next step and won work awaiting kickoff.
- Import client records from CSV4 min lessonReview mapped records and possible duplicates before committing an import.