CRM
By VipeCloud Support and 1 other2 authors32 articles
- Pipelines & Their Stages
- 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 Estimates
- Private Files
- 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 WalkthroughHow to search, filter, and switch views on the Contacts page, send an email or text to everyone in a view or to contacts you select, update contacts in bulk,…
- Opportunities & Pipelines Page Walkthrough
- How to Use Filter Views to Segment Contacts
- Tasks PageHow to open the Tasks page, create tasks, set and sort by task priority, complete, snooze, or delete tasks, update several tasks at once, and work your list from the…
- 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 ContactsHow to prepare a CSV, start a contact import, meet required fields, map columns, handle picklist values, and preview, process, and verify the import.
- 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 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 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 ViewsHow to add, remove, reorder and sort table columns, change row spacing, save separate columns for a contact list or saved view, and save, share, update or delete column views.