CRM in Biznsbook: An Overview
What the CRM module covers, and how leads move through to closed deals.
Before You Start with CRM
Roles, optional modules, and where to find each CRM screen in Biznsbook.
Capture and Qualify Leads
How to create leads, update their status, and log early activity in Biznsbook CRM.
Convert Leads and Manage Accounts
Turn a qualified lead into contacts and accounts, then keep company records tidy in CRM.
Manage Deals and the Pipeline
Create deals, move them across stages on the board, and close them won or lost in Biznsbook CRM.
Log Activities and Tasks
How to record CRM touchpoints and keep follow-up tasks on schedule in Biznsbook.
Capture Leads with Form Builder
Build and embed public CRM forms that create leads, contacts, or accounts from your website.
Use CRM Reports and the Dashboard
Read CRM KPIs on the dashboard and run reports for sources, pipeline, win/loss, and forecast.
Configure CRM Settings
How sales admins set pipelines, lead scoring, lost reasons, territories, and templates in CRM.
Approve Deal Commissions
How finance and admins review, split, and pay commissions on closed CRM deals.
CRM Permissions and Troubleshooting
What each CRM role unlocks, automation tips, and fixes for common CRM issues.