CRM & Pipeline
Manage your contacts and track your sales opportunities.
9 articles in this section
Adding a new contact manually to CMART
Input client details into your database.
2 min read
Understanding contact records and the activity timeline
View a client's full history.
4 min read
Setting up your sales pipeline stages
Visualize your sales process from lead to closed.
5 min read
Moving contacts through your pipeline
Track the progress of your deals.
3 min read
Tagging and segmenting your contacts
Organize clients for targeted marketing.
3 min read
Creating and assigning tasks to team members
Manage your team's workflow.
4 min read
How to bulk import contacts from a spreadsheet
Bring your existing database into CMART.
5 min read
Setting up lead scoring in CMART
Identify your hottest prospects.
6 min read
Understanding your pipeline conversion rate report
Analyze your sales efficiency.
4 min read
Was this category helpful?