Keeping track of customer information and potential sales can feel overwhelming as your small business grows. Fortunately, managing contacts and deals using your CRM system can make this process much easier and more organized.
📌 Why This Matters
Having all your customer details and sales opportunities in one place helps you stay organized and ensures you never miss an important follow-up. When you manage your contacts and deals effectively, it’s easier to understand where each customer stands and focus your efforts on closing sales that matter.
✨ What’s New
- Custom Contact Lists: Create segmented lists of your contacts based on things like location, interests, or purchase history to better organize your outreach.
- Deal Tracking: Monitor the progress of your sales opportunities, so you clearly see which deals are new, in progress, or closed.
🛠️ How to Use It
- Step 1: Add contacts to your CRM by including their name, email, phone number, and any notes that help you remember details about them.
- Step 2: Create custom lists or categories to group contacts based on common characteristics or sales stages.
- Step 3: Add deals related to specific contacts, including deal value and where they are in the sales process.
- Step 4: Regularly update deal statuses and follow up with contacts to keep your sales moving forward.
💡 Pro Tip
Regularly reviewing and updating your contacts and deals helps you prioritize your sales efforts and increase the chances of turning prospects into paying customers.
