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FAQ75
Questions | Category | Answers | Created at | Status | Action | ||
|---|---|---|---|---|---|---|---|
| What is a CRM and why should I use it? | Services | organize contacts, manage sales pipelines, track communication, | 25 Sep 2025, 01:22 pm | Active | |||
| How do I add a new contact or company? | Advertising | Go to the Contacts or Companies tab, click “Add New”, and fill in the form | 29 Sep 2025, 08:12 am | Active | |||
| What’s the difference between a Lead, Contact, and Deal? | Services | A potential customer who hasn't been qualified yet. | 02 Oct 2025, 02:32 pm | Active | |||
| How do I track my calls, emails, and meetings? | Services | You can log activities manually under the contact or deal record | 11 Oct 2025, 02:32 pm | Active | |||
| What is the sales pipeline and how do I use it? | Media | The pipeline shows your deals in different stages | 04 Nov 2025, 04:22 pm | Active | |||
| How can I set reminders or follow-up tasks? | Content Marketing | You can create a task under a contact or deal, and set a due date and reminder. | 16 Nov 2025, 10:51 pm | Active | |||
| Can I collaborate with my team in the CRM? | Health Care | Yes! You can assign deals, tag teammates in notes. | 25 Nov 2025, 03:43 pm | Active | |||
| How do I use the CRM on my phone? | Services | Most CRMs offer a mobile app for iOS and Android. | 07 Dec 2025, 11:22 am | Active | |||
| Is my data automatically saved and synced? | Social Marketing | Yes. All updates are saved automatically and synced across devices and users in real time. | 15 Dec 2025, 08:17 am | Active | |||
| Who do I contact if I need help? | Media | You can reach out to your CRM admin, use the Help Center. | 29 Dec 2025, 01:22 pm | Active |