CRM
By VipeCloud Support and 1 other2 authors33 articles
- Pipelines & Their Stages
- Customizing Opportunity Card Layout
- Creating & Sending Estimates
- Private Files
- Task Priorities
- Sending Attachments
- Manage & Collaborate On Projects
- Share Sign Up Form Sign Ups With A Link
- Track The Products You're Selling
- Log Your Activities And Create Follow Ups
- Expand Completed Tasks On Contact Record
- CRM 101Learn the basics of CRM
- Choosing Encoding When Exporting
- Contacts Page Walkthrough
- Opportunities & Pipelines Page Walkthrough
- How to Use Filter Views to Segment Contacts
- Tasks Page
- Multi-User Admin: Managing Users & Sharing Content
- Using Your Zoom Personal Meeting ID (PMI) for Scheduling Links
- How To Generate Inbound Leads From LinkedIn And Automate Follow-Up
- How To Add Related Emails To Contacts, Opportunities, or Accounts
- How to Import Contacts
- Recommended Core Contact Fields for Sales CRMs
- Understanding Contact Records
- 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 Record
- 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 Contracts
- How to Create and Use Board Views
- Contacts-Only vs. Opportunity-Based Sales Tracking
- How to Share a Live View of Your Contacts or Pipeline Externally
- How to Customize Table Columns and Share Column Views