CRM
Companies, contacts, deals and activities.
What are leads?
A lead is a prospect nobody has qualified yet. What that means, where they come from, and what the number beside Leads is telling you.
1 min read
Leads, contacts, companies, deals and customers
Five words that get used interchangeably and mean different things. Which record is which, and when one becomes another.
1 min read
Understanding the CRM hierarchy
Companies, contacts and deals — what each one is for, how they connect, and which one to create first.
3 min read
Creating companies
Add an organization to your CRM, fill in the fields that matter, and avoid duplicates.
2 min read
Qualifying a lead
What happens when you click Qualify, and what Nazzam does about someone who is already in your CRM.
2 min read
Creating contacts
Add a person, link them to their company, and keep their details usable for calls and email.
2 min read
Disqualifying a lead, and keeping one for later
What happens to a lead you are not going to pursue — and why nothing is deleted.
2 min read
Capture leads from your website
Publish a form that puts prospects straight into your lead queue — share the link, or embed it on your own site.
2 min read
Creating deals
Open an opportunity, put it in the right stage, and keep its value and close date honest.
3 min read
Sending new leads to the right person
Share incoming leads across your team, or send them by region, product or campaign — automatically.
2 min read