Congratulations {{Name}}! You have officially joined our CRM team

Hello {{FullName}},

We're glad to have you on board; you now have access to all of the core elements needed to create CRM products. Below are a few resources to get you started.

What is CRM?

CRM is a software system used to manage interactions with current and potential customers, streamlining sales, marketing, and customer service processes.

How to use CRM?

Utilize a CRM system to efficiently manage customer relationships, streamline communication, and analyse data for decision-making and business growth.

How to create a pipeline

To create a pipeline in CRM, click "Add New Pipeline," then follow the prompts to define stages, criteria, and actions for your sales or workflow process.

How to create a deal in the pipeline

To create a deal in the CRM pipeline, navigate to the pipeline view, click on "Add New Deal", fill in the necessary details, and save to initiate the deal.