11 docs tagged with "crm"

How finance and admins review, split, and pay commissions on closed CRM deals.

Roles, optional modules, and where to find each CRM screen in Biznsbook.

How to create leads, update their status, and log early activity in Biznsbook CRM.

Build and embed public CRM forms that create leads, contacts, or accounts from your website.

How sales admins set pipelines, lead scoring, lost reasons, territories, and templates in CRM.

Turn a qualified lead into contacts and accounts, then keep company records tidy in CRM.

What the CRM module covers, and how leads move through to closed deals.

What each CRM role unlocks, automation tips, and fixes for common CRM issues.

How to record CRM touchpoints and keep follow-up tasks on schedule in Biznsbook.

Create deals, move them across stages on the board, and close them won or lost in Biznsbook CRM.

Read CRM KPIs on the dashboard and run reports for sources, pipeline, win/loss, and forecast.