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Welcome to neetoCRM
Leads and Deals
What is a lead?
What is a deal?
Leads vs Deals
Import leads through CSV/Excel file
Capturing leads using neetoForm
New label on leads and deals
No activity on lead/deal for X days
Autofill lead details
Convert lead to deal
Pipeline and stage management
Pipeline and stages view for deals
Add products on deal
Deal's value
Bulk actions on leads
Won/Lost deal
Bulk actions on deals
Lead export
Contacts
Import contacts through CSV/Excel file
Products
What is a product?
Pricing in products
Tasks
Tasks details
Bulk actions on tasks
Overdue tasks
Task reminders
Calendar view for tasks
Daily tasks notification
Notification on task completion
Mails
Visibility on sync mails
Create a deal/lead from mail
Sync mails
Lead/Deal specific email
Email templates
Organization specific email
Send email
Settings
User score functionality
Taxonomy / Custom labels
Show / Hide entities
Custom fields
Automation rules
Apps & Integrations
neetoCRM WhatsApp Integration
WhatsApp Business onboarding guidelines and usage
Knowledge Base
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Leads and Deals
What is a lead?
What is a deal?
Leads vs Deals
Import leads through CSV/Excel file
Capturing leads using neetoForm
New label on leads and deals
No activity on lead/deal for X days
Autofill lead details
Convert lead to deal
Pipeline and stage management
Pipeline and stages view for deals
Add products on deal
Deal's value
Bulk actions on leads
Won/Lost deal
Bulk actions on deals
Lead export
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