GEMS CRM
- Turn on the CRM module from your company’s Modules settings.
- Define your pipeline stages — the steps a deal moves through, from lead to closed.
- Import your contacts and leads, or connect an existing list.
- Connect email and calling so communications log automatically. See Email & call logging
- Assign pipeline owners — who’s responsible for which deals or territories.
- Create a test deal and move it through your pipeline stages. See Managing the sales pipeline