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CRM

CRM - Manage deals, leads and customers

Introduction to ClearCRM

What’s the Difference Between Leads and Deals in ClearCRM?

Contacts

Editing a Contact in ClearCRM

How to View Contacts in ClearCRM

Customers

Exporting Customers Invoices/Estimates/Payment to ZIP

Customers Registration

Customer Admins

How to Create a New Customer

Deals

Understanding the Kanban View of Deals in ClearCRM

Editing a Deal in ClearCRM

Understanding the Deal Details page

How to Export Deals in ClearCRM

How to Switch Between Kanban and List

How to Create a New Deal

Leads

Getting Started with Leads

How to Manage Leads

How to Filter, Search, and Sort Leads

Lead Sources

Import Leads From WordPress Contact Form 7

Exploring Kanban Cards for Leads

Understanding the Kanban View of Leads

How to Import Leads from CSV File

Understanding Lead Details Pop-Up

Lead Activity Log

Sending proposal to customer or lead

Email Notifications

Staying Connected in ClearCRM

Appointment & Booking

Adding Custom Fields to the Appointment & Booking Public Booking Form

Google Calendar Integration in Appointment & Booking

Getting Started with Appointment & Booking in ClearCRM

Managing Leads in Kanban Board - Visual Pipeline

Generate Lead Report

Assign Lead to Staff Member

Lead Statuses

How to Create a New Lead

How to Convert a Lead to a Customer