SalesSeek

How to deal with duplicate records in your CRM or when importing.

Duplicate Contacts

Learn how to filter the Activity Feed to get only the information that's important to you.

Filters in the Activity Feed

What are Organizations in the system?

What are 'Individuals' and what are 'Leads'?

The system makes it really simple to merge duplicate Individuals, Organizations and Deals.

Merging Records

Bulk Updates and Deleting Records

Multi Funnel

Organization. Tags for individuals, organizations, deals and activities in your CRM.

Fullscreen Funnel

Phase Zoom

Organizations Parent-Child Relationship

Support

Denislav Rofetov

Know how to organize the different aspects of your business

Deals, Organizations & Individuals

pdCRM

Find answers and get help from Intercom Support and Community Experts

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