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