CRM
Manage your leads with Kanban boards, filtering, and bulk actions.
Kanban Board
Overview of the CRM Kanban view. Learn how to organize leads by status groups, drag leads between columns, and manage your pipeline visually.
Importing Leads from CSV
Upload a CSV file to bulk-create leads in the CRM. Includes column mapping, default assignee and stage, optional notes, and duplicate detection.
Lead Detail View
The lead detail drawer lets you view and edit lead fields, view activity history, add notes, and manage assignments. Learn how to use it effectively.
Search, Filtering & Sorting
How to search leads, apply filters, and sort in the CRM. Learn which fields are searchable and how to combine filters for precise results.
Assigning Leads
Assign leads to team members one at a time or in bulk. Use ownership to clarify responsibility, balance workload, and drive sender resolution for emails and campaigns.
Tasks
Create tasks for yourself or team members directly on a lead. Set due dates, assign owners, and receive daily reminders until the task is completed.
Notifications
Stay on top of mentions and task reminders with {{APP_NAME}}'s in-app notification center and email alerts.