Reference

Detailed documentation for every part of the CRM, grouped by area:

• Leads — tags, stages, pools, sources, call tags, complaint & resolution types, lead requests, leaderboard.
• Lead profile — the Summary, Activities, Call History, Compliance, and Miscellaneous tabs.
• Approvals & management — data change requests, lead transactions, assigning/unassigning, bulk uploads, complaints, call reviews, retired leads.
• Deals pipeline, Employees & HR, Settings, Performance tracking.