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Contacts and pipelines
Contacts and pipelines
Manage contacts, companies, customer context, saved lists and CRM pipelines.
What Gleap knows about a contact
Group contacts into companies
What Kai remembers about a contact
Save a segment as a custom list
Avoid and clean up duplicate contacts
CRM pipelines
Track onboarding, renewals and deals with pipelines
Create a pipeline
Add companies or contacts to a pipeline
Work a pipeline: board, table and the entry panel
Add fields to a pipeline
Change the stages of a pipeline
Automate a pipeline
Who can see and change a pipeline
Link a ticket to a pipeline entry
