Adding Deals

Some users have been asking about how to go about getting started with using Deals. Here are a couple quick points to get started using them effectively. (more…)

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Organize your contacts by Company

We’ve added a category for Companies to the Lead Zeppelin CRM. Now, you can add information for your contact’s and lead’s companies. People can be associated to a Company and will be listed along the right sidebar.

Company Detail

What’s more, you can add notes, attach files and add tasks for a Company, just like you do for Leads and Contacts!

Company Sidebar

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