Contacts and conversations

Organize opportunities and follow every conversation.

How to apply a saved segmentApply to the Pipeline the filters you already saved in a segment and see the contacts that match.How to organize leads in the PipelineKeep each opportunity in the right stage and quickly find the work that needs to move forward.How to set a lead stage, priority and next actionRecord the real state of each opportunity and make the next action clear.How to turn a conversation into an opportunitySave a relevant conversation as a lead and keep the relationship connected to your sales follow-up.How to use a lead Profile 360Review the analysis, history and next steps connected to a lead in one place.How to use the Inbox to manage conversationsFollow messages, follow-ups and sales status without losing the context of each conversation.