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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
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Creating and Editing Products Lead Gen & CRM let's you create products to enhance the effectiveness of your opportunities. Product data includes product, price, and quantity information. Last Updated 10/06/23
Understanding CRM Migration Tools Learn the best practices for migrating your sales opportunities and pipelines from another CRM into Lead Gen & CRM. Last Updated 07/26/24
Lead Gen & CRM Overview Get an overview of various features within the Lead Gen & CRM platform. Learn what Opportunities are capable of, learn how to use a Sales Pipeline, view and understand the different reports that are available to you, and finally, learn how you can use Accounts to track companies you work with. Last Updated 07/25/24