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Deals, Organizations & Individuals
Deals, Organizations & Individuals
Know how to organize the different aspects of your business
10 articles in this collection
Written by
Support
Duplicate Contacts
How to deal with duplicate records in your CRM or when importing.
Written by
Support
Updated over a week ago
Filters in the Activity Feed
Learn how to filter the Activity Feed to get only the information that's important to you.
Written by
Support
Updated over a week ago
What are Organizations in the system?
Written by
Support
Updated over a week ago
What are 'Individuals' and what are 'Leads'?
Written by
Support
Updated over a week ago
Merging Records
The system makes it really simple to merge duplicate Individuals, Organizations and Deals.
Written by
Support
Updated over a week ago
Bulk Updates and Deleting Records
Written by
Support
Updated over a week ago
Multi Funnel
Written by
Support
Updated over a week ago
Tags
Organization. Tags for individuals, organizations, deals and activities in your CRM.
Written by
Support
Updated over a week ago
Fullscreen Funnel
Written by
Support
Updated over a week ago
Phase Zoom
Written by
Support
Updated over a week ago