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CRM
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Roles and Permissions
Overview Administrators can manage users and define access permissions. Managing Users Navigate to Setup. Open Data Sharing Rules. Manage module permission, roles, data sharing rules. Save. Best Practices Grant minimum required access. Review ...Workflow Automation
Overview Workflow automation reduces manual effort by performing actions automatically. Steps Navigate to Setup > Workflow Rules. Click Create Worflow. Enter: Choose Module Chose Trigger and Condition Add actions i.e. Create tasks, webhook, send ...Analytics and Reports
Overview Dashboards provide real-time visibility into sales performance and team activity. Typical Metrics New Leads Open Deals Revenue Pipeline Activities Completed Conversion Rate Benefits Quick performance monitoring. Better decision-making.Using Email in Weekmate CRM
Overview Email integration allows users to communicate with customers directly from CRM. Features Send emails View email history Track communication Use templates Sending an Email Open a Lead or Contact. Click Send Email. Select a template or compose ...Scheduling Meetings
Overview Meetings allow teams to plan customer discussions and demonstrations. Steps Navigate to Accoun, Contact. Click Schedule Meeting. Enter: Title Date and Time Participants Agenda Save. Best Practices Include meeting objectives. Record meeting ...
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Getting Started with Weekmate CRM
Overview Weekmate CRM helps businesses manage leads, customers, sales opportunities, activities, and team performance from a single platform. Key Modules Dashboard Leads Contacts Companies Deals Tasks Calls Meetings Email Reports Automation Mobile ...How to Create a Lead
Overview A lead is a potential customer who has shown interest in your products or services. Steps Navigate to Leads. Click Create Lead. Enter: Name Email Phone Company Lead Source Assign an owner. Click Save. Tips Always enter a valid email address. ...How to Manage Lead Status
Overview Lead status helps your team track where a prospect is in the sales process. Common Statuses New Contacted Qualified Proposal Sent Follow-up Required Converted Lost Updating Lead Status Open the lead record. Click Edit. Select the appropriate ...Managing Contacts
Overview Contacts are individuals associated with your customers or prospects. Creating a Contact Open Contacts. Click Create Contact. Enter contact information. Link the contact to a Account. Save. Best Practices Maintain accurate phone and email ...Creating and Managing Deals
Overview Deals represent active sales opportunities. Steps Navigate to Deals. Click Create Deal. Enter: Deal Name Expected Value Expected Close Date Stage Assign an owner. Save. Common Deal Stages Qualification Discovery Proposal Negotiation Won Lost ...