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4 docs tagged with "sales"

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CRM Overview

Manage contacts, companies, and opportunities in the Business App CRM, log emails automatically, and compare the Free, CRM AI Standard, and Pro plans.

Inside Sales Representative

Set up a custom AI Inside Sales Representative that qualifies inbound leads, captures contact information, and books appointments without letting unqualified leads through.

Tasks

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