Help & guides

Everything the CRM does, explained in the order you would meet it.

Getting started

Your first hour in the CRM The five things worth doing before you put real customers in. Moving in from HubSpot Bring your contacts, companies and deals across — with the links between them intact.

Contacts & companies

Importing contacts from a spreadsheet Getting an existing list in without creating duplicates. Filling in a company without typing it Read a company's address, phone and trade off their own website. Getting something back after deleting it Deleted records are recoverable — here is where they go.

Deals & pipeline

Tracking deals through your pipeline Stages, values, and what the weighted figure actually means.

Email & SMS

Connecting your email Send from the CRM and get replies back on the contact record. Texting a contact What you need before you can text, and the consent rules.

Calling

Making and receiving calls Using a phone number inside the CRM, and where recordings go. Voicemail Send Dropping a recorded message without the phone ringing.

Website chat & forms

Putting the chat widget on your website One line of code, and what happens to the conversations. Web forms that create contacts A contact form on your site that lands straight in the CRM.

Reports

The reports, and what each one answers Four questions, and how to take the answers into a spreadsheet.

Billing

Your plan and your invoices Changing plan, updating a card, and what happens if a payment fails.

Team & security

Adding your team, and who sees what Inviting people, and the difference between the roles. Two-factor, sessions and the audit log Keeping the account safe, and finding out what changed. Signing in with your work account Let your team use the Google or Microsoft account they already have.