CRM (Customers)
- CRM OverviewHow customer records work
- Managing CustomersView, edit, and organize contacts
- Importing & Exporting ContactsCSV import and data export
- Custom FieldsAdd custom data fields
- PipelinesTrack deals through stages on a kanban board
- Custom Objects and Saved ViewsTrack custom record types and save CRM views
- Notes and Activity HistoryTeam notes, timelines, and field history
- CRM ConnectionsSync contacts two-way with HubSpot
- CRM API AccessRead and write customer data with API keys