Getting started
How to get started with SendPulse's CRM system
- CRM system basics
- Deal pipeline basics
- Task board basics
- Set a currency in the CRM system
- Calculate your net profit
- Manage your team’s CRM system access
- Manage CRM section visibility
- Automate CRM system management
- Sources of automatically added deals and contacts
- Overview of CRM variables
- Transfer UTM tags from website subscription and payment forms to CRM
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