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.
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
How to assign leads to team members. Learn single and bulk assignment, and how assignments affect visibility and workload.
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.