NeetoCRM Help Center
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NeetoCRM
NeetoCRM Help Center
NeetoCRM
Leads, deals and contacts
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
Products
What is a product?
Pricing in products
Tasks
Tasks details
Bulk actions on tasks
Overdue tasks
Task notifications
Calendar view for tasks
Mails
Lead/Deal specific email
Organization specific email
Sync mails
Visibility of sync mails
Create a lead or deal from an email
Email templates
Sending an email
Settings
User score functionality
Taxonomy / Custom labels
Enable/Disable features
Custom fields
Automation rules
Apps & Integrations
NeetoCRM WhatsApp Integration
WhatsApp Business onboarding guidelines and usage
Member settings
Adding a new team member
Managing Team Members
Managing the role of a team member
Editing details of a team member
Custom domains
Custom domains
Public API
API Keys
Account
How to delete your account/workspace?
How to change workspace name
IP Restriction
Adding an individual IP to allowed IP range
Webhooks
Securing Webhook Requests
Creating a webhook
Managing webhook deliveries
Spam Prevention
Rate limits to prevent spam
Knowledge Base
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Apps & Integrations
NeetoCRM WhatsApp Integration
WhatsApp Business onboarding guidelines and usage
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