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NeetoCRM
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 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
Public API
API Keys
Account
How to delete your account/workspace?
How to change workspace name
How to change email address
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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Spam Prevention
Rate limits to prevent spam
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