CRM template-customer relationship management systems

customer relationship management systems:

I set up a CRM template on this page with four linked databases: Contacts, Companies, Deals, and Activities. Each has sensible properties and starter views, including a Deals pipeline board and an Activities calendar.

Quick start

• Add a few contacts in Contacts with email and phone
• Create companies and link related contacts
• Open Deals to add a deal, set Stage and Close date, and link the company and primary contact
• Log Activities with Type, Due date, and link to a contact, company, or deal