This guide will help you navigate and maximize the value of your Client CRM System.
1. Adding New Clients
- Navigate to the Clients Database section
- Click the + New button to add a client entry
- Use the New Lead Qualification Template to gather comprehensive information
2. Managing Deals
- Create new deals in the Deal Pipeline section
- Link deals to specific clients
- Update deal stages as they progress
- Use the Proposal Template when ready to make an offer
3. Tracking Activities
- Record all client interactions in the Activities database
- Schedule follow-ups with reminders
- Use the Client Meeting Template to prepare for and document meetings
4. Analyzing Performance
- Review the dashboard metrics regularly
- Generate reports to identify trends and opportunities
- Track conversion rates to optimize your sales process
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