Deals & customers

Deals, companies, contacts, and business cards. 10 articles.

Getting started

Manage deals and customersThe three core objects — deals, companies, contacts — and setting up deal stagesUpdated 2026.10.01

Features

Viewing your sales numbers on dashboardsCreating, editing, setting goals for, and sharing sales and CRM dashboards, and the limits for each planUpdated 2026.10.01 Managing companiesRegistering customer companies, favorites, and what happens to linked data on deleteUpdated 2026.08.24 Managing contactsRegistering contacts, CSV import, and what happens to linked data on deleteUpdated 2026.08.24 Scan business cards to register contactsCapturing cards with OCR, and sending thank-you emails automaticallyUpdated 2026.08.25 Gauging customer distance with the relationship scoreHow to read the relationship score and last-contact shown per company and contactUpdated 2026.08.13 Configuring deal stagesAdding, editing, and reordering stages to match your sales processUpdated 2026.08.13 Managing deals and pipelinesCreating deals, filtering the list, CSV import, and custom propertiesUpdated 2026.08.24 Custom objectsCreating your own objects and fields, beyond companies, contacts, and deals, and managing their recordsUpdated 2026.10.01 Using saved viewsSaving combinations of filters and display settings for laterUpdated 2026.08.13

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