video explainer
core features
– create deals and contacts – update deals – add tasks – change stages – retrieve info
https://www.youtube.com/watch?v=7FRXbf6Rf0M
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Creating a Deal:
Create a new deal Microsoft, budget 2 million USD, stage Demo, owner Sarah
Updating a Deal:
Update the Microsoft deal, set the close date next Friday, and change the owner to Mark.
Creating a Company:
Create a new company Unilever, domain: unilever.com, owner Mark.
Updating a Company:
Update the company Unilever, change the owner to Sarah
Creating a Contact:
Create a new contact John Doe, email: [email protected], phone 123-456-7890, lifecycle stage: Lead, owner Sarah.
Updating a Contact:
Update John Doe, set the phone number to 987-654-3210 and the lifecycle stage to Customer.
Creating a Task:
Create a new task: Follow up with John from Microsoft, the due date is the next Friday
Updating a Task:
Update the task: Follow up with John, mark it as completed, and change the due date to 2023-07-22.