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1. Creating and managing leads Leads & Sales Pipeline … A lead is anyone you are selling to who has not bought yet. Leads live in Sales → Lead . How to add a lead Go to Sales → Lead and select Add Lead . Enter the person's First name (r …
2. Managing follow-ups Leads & Sales Pipeline Schedule the next action on a lead, get reminded, and see what is due. A follow-up is the next thing to do on a lead — a call, a meeting, a demo — with a time attached, so it does …
3. Understanding the sales pipeline Leads & Sales Pipeline … ad moves through, the stages it can end in, and how to move leads on the Pipeline board. Every lead sits at one pipeline stage . The stages tell your team where each deal stands an …
4. Introduction to AutoMyra Getting Started … e shorter than the list below. Section What it is for Sales Leads, customers, items you sell, subscriptions, and Lead Finder WhatsApp Chats, message templates, campaigns, flows, co …
5. Managing team access Security & User Permissions … oke their access from User Management . Their history — the leads, invoices and tickets they worked on — stays in your workspace.
6. Managing customers CRM & Customer Management … to find a customer, and open one to see their full record. Leads that become customers When a deal is won, you can turn the lead into a customer from the lead's page rather than t …
7. Setting up the AI Chat Bot AI Chatbot Put an AI chat widget on your website that answers from your FAQs and hands visitors to your team when it can't help. The AI Chat Bot is a chat widget for your website . It answers …
8. Creating quotations Finance, Quotations & Invoicing Send an estimate with GST worked out for you, track whether the customer accepts it, and convert it to an invoice. Quotations live in Finance → Quotation : send estimates and conve …