SmartTask
SmartTask
Home
Getting Started
Quick Start
Fundamentals
Task
Organization initial setup
CRM & Sales Management
Adding Contacts
Creating interaction history
Creating a sales pipeline
Permissions
Group Basics
Project Basics
Portfolio
Custom Fields
Custom Charts
Automatic Check-ins
White Label Overview
Frequently Asked Questions
Onboarding the team
Location Tracking
Powered by GitBook

CRM & Sales Management

Here are the articles in this section:
Adding Contacts
Learn quicky the ways of adding a contact to SmartTask and associate it with parent company.
Creating interaction history
The record pertaining to Customer activity feed aids in referring back to an older conversation and getting ourselves up...
Creating a sales pipeline
Learn how to create a sales funnel in SmartTask and tracking sales performance through analytics view
Previous
Organization initial setup
Next
Adding Contacts
Last updated 2 years ago