Turn leads into clients - pipeline, leads, forms, sequences and everything in between.
Board and list views, stages, deal value, weighted forecast, win/loss.
Lead sources, scoring, qualification, converting a lead to a client and a deal.
Form builder, fields, hosted vs embedded, routing submissions into the pipeline.
Client profile, contacts, linked projects, invoices, tickets, and history.
Building a sequence, steps and delays, enrolment, replies and exits.
Survey builder, QR codes, and where the responses land.
Reading the CRM dashboards and building the reports that matter.
Field mapping, dedupe, dry runs, and cleaning up after an import.
30 questions. Pass at 80 percent to complete this module's check.