Workspace (CRM & tasks)
Track leads, deals, and tasks in your built-in workspace.
4 how-tos in this topic
How to create a task in Workspace
Track follow-ups, ordering jobs, and admin work in a Kanban board attached to your store.
3 min read
How to create a lead in Workspace CRM
Track prospects through your sales pipeline from To Contact to Won or Lost.
4 min read
Come gestire la pipeline di vendita (CRM)
Tieni traccia dei lead dal primo contatto alla vendita chiusa utilizzando la scheda Pipeline/CRM nel tuo spazio di lavoro: crea lead, organizzali in fasi, tagga le fonti di lead e trascinali avanti man mano che le trattative avanzano.
6 min read
Come impostare una bacheca Workspace
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