CRM & Pipeline
Organize contacts, stages, activities, lists, and deals.
15 articles
CRM Contacts Overview
Find, filter, and work with the people in your database.
Add or Edit a Contact
Create a person manually and keep their record accurate.
Import Contacts from a CSV
Prepare, map, and validate a spreadsheet import.
Export Contacts
Download the contact set you intend to work with.
Avoid and Resolve Duplicate Contacts
Understand how repeated identity information should be handled.
Understand Pipeline Stages
Use stages to show where a contact or opportunity stands.
Assign, Claim, or Release a Lead
Put the right owner on a contact without losing team visibility.
Use Tags
Create consistent labels for segmentation and follow-up.
Create Custom Contact Fields
Capture information that is specific to your business.
Create and Use Smart Lists
Save a contact segment that updates as records change.
Read a Contact Activity Timeline
Understand what a lead has done and what your team did next.
Understand Lead Scores
Use engagement scoring as a signal, not a final decision.
Track Activities and Notes
Record calls, meetings, decisions, and offline context.
Manage Transactions and Opportunities
Track deal work separately from the contact’s general relationship.
Use the CRM Workspace
Work through a focused contact or lead workflow.