Connect (CRM)
New in v0.20: Connect keeps leads, deals, follow-ups and quotes, and shows what each campaign costs per lead and per customer. Customers are shared with Sell and Books. Inbound email capture is not available yet — log emails as activities.
Finding your way around
- Left menu → Connect: Overview, Leads, Pipeline, Activities, Quotes, Customers, Campaigns, Web forms, Assignment, Duplicates.
In this area
- How to read the Connect dashboard
- How to add and import leads
- How to work a lead
- How to use the pipeline board
- How to win or lose a deal
- How to manage activities and reminders
- How Connect shares customers
- How to merge duplicate leads
- How to set up quotes, campaigns, web forms and assignment
- How the website enquiry form works
10 step-by-step guides
How to read the Connect dashboard
New in v0.20: pipeline by stage, conversion, activities due, won and lost reasons, and campaign cost per lead and per customer.
How to add and import leads
New in v0.20: the leads list: add a lead (with a duplicate check) or import leads.
How to work a lead
New in v0.20: one lead: details, activities, deals, quotes and documents.
How to use the pipeline board
New in v0.20: a Kanban board of open deals by stage.
How to win or lose a deal
New in v0.20: one deal: move it through stages, win it (it becomes a customer), or lose it with a reason; quotes, activities and documents.
How to manage activities and reminders
New in v0.20: calls, meetings, tasks and emails with reminders.
How Connect shares customers
New in v0.20: the organisation's customers — the same list as Sell and Books.
How to merge duplicate leads
New in v0.20: find and merge duplicate leads.
How to set up quotes, campaigns, web forms and assignment
New in v0.20: quotes, campaigns (with cost, to see cost per lead and customer), web forms, assignment rules and activity types.
How the website enquiry form works
New in v0.20: a public enquiry form you embed on your website; new enquiries become leads. It works only on your own domains and the sites you allow.
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