Manage CRM items

Manage customer accounts in CRM by filtering and locating specific accounts, updating ownership, and reviewing activity. You can also access analytics for deeper insight into performance and create new accounts manually when needed. This enables you to refine your sales strategy and make data-driven decisions while working with customer accounts.

Learn how to manage contacts and leads in CRM, including filtering and updating contact details, while also tracking activities and converting leads to contacts. You can create new contacts and leads, add tasks and notes, and link them to accounts. By converting leads to contacts, you can maintain a seamless record of interactions and details.

Learn how to view, edit, and create campaigns in Phocas CRM. You can monitor progress by tracking activities and updating campaign details, while also using filters and search options to find specific campaigns. By managing campaigns, you can stay organized and focused on your seasonal promotions or product launches.

Learn how to use CRM pipelines to track sales items through each stage of your sales process. This tutorial shows you how to navigate and filter pipelines, add and update items, move cards between stages, and record activities to keep your pipeline current and focused.