Contacts

Deals

Activity Log

How to use

<aside> 👋 1. Add contacts as they come in. 2. Move them through stages. 3. Log every interaction. 4. Track deals to close.

</aside>

Tips

• Update Stage on every contact
• Use the Pipeline view in Deals to forecast revenue
• Filter Activity by "Done = unchecked" for your daily call list

🎓 Tutorial — full walkthrough

📐 Templates to Copy