CRM
Sales
Manage prospects, customers, opportunities, and sales activity.
Use Sales for the records and actions involved in developing customer relationships and revenue.
Common use cases
- Add and maintain leads, contacts, companies, customers, or deals.
- Assign ownership, source, value, probability, stage, and next action.
- Record notes, calls, meetings, and follow-ups.
- Filter the sales list and review current progress.
Maintain a clear owner and next step for every active opportunity.