ClearCRM

his guide provides a high-level overview of CRM, and its four key sections: Leads, Deals, Customers, and Contacts.

Introduction to ClearCRM

Elvin Khudiyev

This section provides a structured list of contacts, filtering options, and different view modes to help you find and organize contact information efficiently.

How to View Contacts in ClearCRM

Editing a Contact in ClearCRM

Contacts

Learn how to add new customers in ClearCRM, either manually or by converting an existing lead.

How to Create a New Customer

Learn how to give assign a staff member as admin for specific customer

Customer Admins

Customers Registration

Exporting Customers Invoices/Estimates/Payment to ZIP

Customers

This article provides a step-by-step guide on creating a new Deal in ClearCRM.

How to Create a New Deal

Learn how to switch to Kanban and back to List

How to Switch Between Kanban and List

This guide walks you through accessing and understanding the Deal Details page.

Understanding the Deal Details page

Learn how to export the deals into various formats

How to Export Deals in ClearCRM

This article describes the process of editing an existing Deal.

Editing a Deal in ClearCRM

Visually manage your deals through every sales stage with an intuitive drag-and-drop interface.

Understanding the Kanban View of Deals in ClearCRM

Deals

Learn how to add new Leads in ClearCRM using the Leads page or the Quick Create button, ensuring all mandatory details are filled in

How to Create a New Lead

Learn how to seamlessly convert a lead into a customer in ClearCRM to manage your sales pipeline efficiently.

How to Convert a Lead to a Customer

Import Leads From WordPress Contact Form 7

Lead Sources

Lead Statuses

Lead Activity Log

Assign Lead to Staff Member

Generate Lead Report

Sending proposal to customer or lead

Learn the structure of the Kanban View for Leads

Understanding the Kanban View of Leads

Learn how to manage Leads in Kanban tickets using cards to represent each Lead

Managing Leads in Kanban Tickets

Learn the structure of the Kanban Cards representing Leads within the Kanban tickets

Exploring Kanban Cards for Leads

Learn how to navigate and manage details about a Lead

Understanding Lead Details Pop-Up

Learn how to import multiple leads from a CSV File format

How to Import Leads from CSV File

This article explains how to Filter, Search, and Sort the table of existing Leads in ClearCRM.

How to Filter, Search, and Sort Leads

This article explains the lifecycle of Leads and how to manage them.

How to Manage Leads

Getting Started with Leads

Leads

Explore how ClearCRM helps you manage email, chat, and automation tools to stay responsive and organized.

Staying Connected in ClearCRM

Email Notifications

Find answers and get help from Intercom Support and Community Experts

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