Using Email in Weekmate CRM

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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. ...

• 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 ...

• 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 ...