Leads, deals and contacts
19 articles
Products
2 articles
Tasks
5 articles
Mails
7 articles
Admin panel
6 articles
Apps & Integrations
3 articles
Member settings
4 articles
Custom domains
21 articles
Public API
1 article
Account
3 articles
IP Restriction
1 article
Webhooks
3 articles
Spam Prevention
1 article
Workspace settings
4 articles
-
- What is a lead?
- What is a deal?
- What is a contact?
- Leads vs Deals
- Convert lead to deal
- Import leads through CSV/Excel file
- Import contacts through CSV/Excel file
- Capturing leads using neetoForm
- New label on leads and deals
- Re-engaged leads
- No activity on lead/deal for X days
- Pipeline and stage management
- Pipeline and stages view for deals
- Add products on deal
- Deal's value
- Bulk actions on leads and deals
- Won/Lost deal
- Lead, deals and contacts export
- Welcome to neetoCRM
-
- Custom domain
- Cloudflare Subdomain setup
- Namecheap Subdomain setup
- Hostinger subdomain setup
- DigitalOcean subdomain setup
- GoDaddy subdomain setup
- Squarespace subdomain setup
- Wix subdomain setup
- Porkbun subdomain setup
- Network Solutions subdomain setup
- AWS Route 53 subdomain setup
- Cloudflare root domain setup
- Namecheap root domain setup
- Hostinger root domain setup
- DigitalOcean root domain setup
- GoDaddy root domain setup
- Squarespace root domain setup
- Wix root domain setup
- Porkbun root domain setup
- Network Solutions root domain setup
- AWS Route 53 root domain setup
How can we help?
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