Search the knowledge base for answers about every feature we cover.
Manage your subscription from the Billing page (company admins only) - see your current plan, payment history, and upgra...
Add customers one at a time from the Customers page, or bulk-import a CSV from the "Import CSV" button (company admins a...
The Sales Pipeline is a drag-and-drop board with five stages: Lead, Qualified, Demo, Proposal, and Closed-Won (plus Clos...
Email Templates let you send a Quotation, Follow-up, Welcome, or Closed-Deal message to a lead's contact with placeholde...
After signing up, your company gets a 14-day free trial with a Starter plan already assigned so limits apply from day on...
Create tasks tied to a lead, set a due date and priority, and assign them to a team member. Overdue tasks are highlighte...
From the Team page, company admins and managers can invite new teammates as either a Manager (full company access) or an...