Admin Guide
Admin Guide
Admin Guide
Admin Guide
Introduction
Admin's Home
Domain Setup
User Management
Modules
Setup
Dashboard
Company
Departments
Calendar
Forms & Trackers
Libraries
Groups
Projects
News Feed
People
Files
Media Library
Quizzes
Surveys
Schedules
Posts
Recognition
Hashtags
Greetings
Screen Share
Messages
Tasks
Ideas
Notes
Ballots
Wikis
Chats
To Do
CRM
Setup
Stages
Types
Lead Sources
Opportunities Access
All Opportunities
More Options
Navigation
Email
Notifications
SSO
Automation
Engagement Campaigns
Security
Compliance
Integrations
Branding
Reports
Analytics
Billing & Invoices
Help Center Setup
Sitemap
ADDITIONAL RESOURCES
Submit a Support Ticket
APIs
Release Notes
Platform Technical Specs
Powered by GitBook

CRM

Setting up the CRM module
Here are the articles in this section:
Setup
Configuring the domain-wide settings for the CRM module
Stages
Managing the stages for opportunities
Types
Managing the types for opportunities
Lead Sources
Managing the lead sources for opportunities
Opportunities Access
Managing the access for domain-wide opportunities
All Opportunities
Managing the opportunities on your domain
More Options
Managing other domain-wide settings for opportunities
Previous
Sections
Next
Setup
Last updated 2 years ago