Workspace (CRM & tasks)
Track leads, deals, and tasks in your built-in workspace.
4 how-tos in this topic
Cómo crear una tarea en Workspace
Realice un seguimiento de los seguimientos, los pedidos de trabajos y el trabajo administrativo en un tablero Kanban adjunto a su tienda.
3 min read
Cómo crear un cliente potencial en Workspace CRM
Realice un seguimiento de los clientes potenciales a través de su canal de ventas, desde Para contactar hasta Ganados o Perdidos.
4 min read
How to manage your sales pipeline (CRM)
Track leads from first contact to closed sale using the Pipeline/CRM board in your Workspace—create leads, organize them into stages, tag lead sources, and drag them forward as deals progress.
6 min read
How to set up a Workspace board
Create a Kanban-style board in the Workspace, choose a board type, and define the stages your tasks or leads will move through.
6 min read