CRM
By Drew and 1 other2 authors31 articles
- How to Add and Manage ProductsHow to open the Products page, add a product with its price, tax, category, and visibility, edit or delete a product, and organize products into categories.
- How to Use a Contact or Account Board as a PipelineHow to turn a contact or account board view into a pipeline, mark stages Open, Won, or Lost, set warming and rotting days, ask for a reason when a contact…
- How to Use the Pipeline Funnel ReportHow to open the Pipeline Funnel report, switch between Cohort and Activity mode, read each tile and column, and filter by pipeline, date range, and user.
- Pipelines & Their StagesPipelines move opportunities through stages that match your sales process or any other process, such as projects. Here you'll learn how to create a pipeline, edit its settings and visibility,…
- Customizing Opportunity Card LayoutHow to choose the fields on your opportunity cards, set a layout for one pipeline or all pipelines, set an account default as an admin, see which layout applies, and…
- Creating & Sending EstimatesAn estimate is a priced quote you build from an opportunity and email to your contact, who can accept or reject it online. Here you'll learn how to create an…
- Private Files
- Share Sign Up Form Sign Ups With A Link
- Expand Completed Tasks On Contact Record
- CRM 101CRM 101 covers the core of VipeCloud's CRM: contact records, tasks, and tracking deals on a board or pipeline. Here you'll learn how to find and quick view a contact,…
- Choosing Encoding When Exporting
- Contacts Page WalkthroughThe Contacts page is where you browse and work with your contacts. Here you'll learn how to search, filter and switch views, email or text a view, update contacts in…
- Opportunities & Pipelines Page WalkthroughOpportunities and pipelines are where you track your deals. Here you’ll learn how to view your pipeline, switch between your deals and your team’s, filter down to the deals you…
- How to Use Filter Views to Segment Contacts
- Tasks PageThe Tasks page lists your tasks in one table. Here you'll learn how to create tasks and set reminders, set and sort by priority, complete, snooze, or delete tasks, update…
- Multi-User Admin: Managing Users & Sharing Content
- Using Your Zoom Personal Meeting ID (PMI) for Scheduling LinksYour Zoom Personal Meeting ID (PMI) is one Zoom meeting link you can reuse for every booking. Here you'll learn how to turn on your PMI in Zoom, find its…
- How To Generate Inbound Leads From LinkedIn And Automate Follow-UpInbound leads from LinkedIn come to you when your profile points people to a VipeCloud sign up form. Here you'll learn how to set up the form and your profile,…
- How To Add Related Emails To Contacts, Opportunities, or AccountsAdd Email To Item attaches a single email to a contact, opportunity, or account without linking the sender to that record. Here you'll learn how to add an email to…
- How to Import ContactsThe Import page brings contacts into VipeCloud from a CSV file in five steps. Here you'll learn how to prepare your file, upload it, map your columns, choose a contact…
- Recommended Core Contact Fields for Sales CRMs
- Understanding Contact RecordsA contact record shows everything VipeCloud knows about a contact on one page. Here you'll learn how to open one, read each card, edit fields in place, read, filter, and…
- Avatar ReportsAvatar reports are one of the most powerful analytical tools in VipeCloud. Most CRMs let you track what's happening in your pipeline - Avatar reports tell you who is actually…
- Understanding the Opportunity RecordHow to read an opportunity record, edit its details in the form or directly on the card, add products and contacts, link related opportunities, and attach files.
- Rotting OpportunitiesHow rotting and warming indicators work in the pipeline, and how to configure them with pipeline-wide defaults and stage-level overrides.
- Loss Reasons & the Loss by Stage ReportHow to configure Loss Reason tracking on pipeline stages, what users see when moving an Opportunity to a lost stage, and how to read the Loss by Stage report.
- How to Use ContractsHow to create a contract, add fields and signers, set a contract type, send a contract to one or more signers, and track its status through to the fully signed…
- How to Create and Use Board ViewsBoard views group your contacts or accounts into columns by one dropdown field, so you can see where each record stands. Here you'll learn how to create a board, switch…
- Contacts-Only vs. Opportunity-Based Sales Tracking
- How to Share a Live View of Your Contacts or Pipeline ExternallyA share link gives people outside your account a live, read-only view of your contacts or pipeline, with no login needed. Here you'll learn how to create a share link,…
- How to Customize Table Columns and Share Column ViewsTable columns control what you see on the Contacts, Accounts, Opportunities and Task List tables. Here you'll learn how to add, remove and sort columns, use the Lists column, set…