13 docs tagged with "crm"

Trigger predefined automation actions directly from CRM views without setup or workflow creation.

Create custom CRM modules to track industry-specific data like equipment, properties, or vehicles alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Upload files to CRM and see auto-generated summaries to improve discoverability.

Guide to the Business App CRM - contacts, opportunities, sales pipelines, forms, and tasks for managing customer relationships and closing deals.

The full definition of each CRM lifecycle stage, how automatic transitions work, and how to manually change a stage.

Upload files to contacts and companies with AI-generated summaries in the CRM.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Find custom object action to search for an existing custom object record by field criteria and bring it into scope for downstream steps.

Learn how to organize your event types into Groups and Service Menus to give prospects a single link where they can choose the right meeting or service.

Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.

Learn how to send a meeting request email directly from a contact's profile in the CRM, so they can pick a time that works for them.

Why SMS campaign messages aren't delivered, what the consent states mean, and how to update SMS consent for a contact.

Complete guide to Vendasta's Zapier integration, including setup, automation triggers, and frequently asked questions.