​

Getting Started with CRM

​

First steps

1. Open CRM from your dashboard at crm.blankl.ai
2. Create your first lead with a name, email, and source
3. Qualify the lead and convert it into a deal, contact, and organization
4. Track the deal through your pipeline stages

​

Pipeline management

• Use the Kanban view to drag deals between stages
• Add tasks to schedule follow-ups
• Log calls, emails, and notes against any record
• View your dashboard for pipeline value and conversion rates

​

Import data

Use the Data Import tool to bring in existing contacts, leads, and organizations from a CSV file.