12 docs tagged with "crm"

See real-time sales activities across your CRM—emails, notes, calls, meetings, and tasks—in one place.

Create, send, and track email marketing campaigns in Business App. Build audiences with CRM contacts and lists, personalize emails, and improve deliverability.

Manage organizations in your CRM. Create, enrich, and segment companies; associate contacts and opportunities; and log sales activity.

Manage people you engage with. Import/export, organize, and take action on contacts across campaigns, tasks, and opportunities.

Understand how contacts, companies, opportunities, and custom fields work together in Business App.

Learn how to send Yesware email campaigns (sequences, drip campaigns) to Business App CRM contacts. Step-by-step setup, integration, sending limits, and automation best practices included.

Track top-performing salespeople and teams using Leaderboard metrics in the CRM.

Create static or smart lists to segment contacts and companies, trigger automations, and streamline CRM workflows.

Create booking links, manage availability, and track meetings from within the CRM.

Track and manage potential revenue using opportunities in your sales pipeline.

Use automation to pause campaigns for contacts or companies when lead conditions change.

Create, prioritize, and complete tasks from CRM records or the task table, with filters, views, and a task queue.