Converting a lead into a contact

Converting a lead into a contact

Before converting a lead ┬áinto a contact, it is important to briefly explain the terms lead and contact in CRM parlance. A lead is a potential potential, someone you have attracted and identified through your marketing campaigns or through other means. A contact, on the other hand, is usually someone who has already purchased from […] Read More
Understanding deal stages and WON probability

Understanding deal stages and WON probability

How can you accurately predict future revenues? How can you get more insight into your deals and your sales pipeline? Before we delve into deal stages, let’s briefly explain what’s a deal and a pipeline in the CRM context. A deal is an opportunity to increase revenues, but not only. Deals can help you get […] Read More
Moving deals through stages on specific pipeline

Moving deals through stages on specific pipeline

Tracking the sales process is vital for every company, and that is where a CRM comes into play. Before we explain how can you move deals through stages on a specific pipeline, let’s briefly explain what a deal is and the steps to create one in Flexie CRM. A deal is an opportunity you’ve managed […] Read More
How to share records with other users

How to share records with other users

During your day-to-day- activities, you may need to share specific information with a user, a group of users, etc. For example, you may want to share a deal with a sales rep, or the sales manager. Or you want to share your Mailbox with another user; you want another user to send emails from your […] Read More
Understanding the record profile history feed

Understanding the record profile history feed

Keeping track of activities within your organization is vital. In a typical business day, there’s a lot going on: phone calls, notes, emails, etc. How can you keep close track of these activities? Better still, how can you gain insight into what’s going on within the company? In Flexie CRM, you don’t have to. The […] Read More
Mass emailing records from the grid view

Mass emailing records from the grid view

Effective communication is integral for every company, regardless of the industry. Contrary to popular thinking, email is still one of the most powerful means of communication. All companies; from small business to medium-sized companies to large enterprises, make extensive use of the email. As a company grows, so does its need for an effective email […] Read More
Adding a task on calendar

Adding a task on calendar

The sales process is arguably the most important process within a company, but a fast and efficient sales process doesn’t come easy. Your sales reps have to complete many tasks in due time, tasks that are related directly or indirectly to the sales process. With that being said, task management is as important as thew […] Read More
Using email templates

Using email templates

It goes without saying that communication is an integral part of every company. A smooth communication process can yield great benefits. Despite the proliferation of new communication platforms, email is still one of the most powerful tools when it comes to communication, be it businesses or individuals. People send emails all the time. Used the […] Read More
Emailing a record on profile view

Emailing a record on profile view

Used the right way, email can be a powerful tool in your marketing arsenal. But wait, there’s more! Email can also increase efficiency, save you precious time and achieve a smooth communication process within your company. Sending automatic emails is one of the most powerful features of Flexie CRM. But what if you want to […] Read More
Filtering records on the grid view

Filtering records on the grid view

As a company grows, so does its need for a system that handles all integral components like sales, potential customers, business partners, communication, etc. The more your business grows, the more potential customers, sales opportunities and business partners you have. In CRM context, this means that you will capture more leads, convert more leads into […] Read More

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