OPSOS
CRM
5 articles
Managing Deals
The CRM pipeline tracks opportunities from first contact through to a signed deal.
Read →Organisations
Organisations are the companies and entities your team works with — clients, venues, suppliers, partners, and prospects. Each organisation holds contact details
Read →Contacts
Contacts are the individual people your team deals with. Each contact can be linked to an organisation and has their own record of interactions and notes.
Read →Tasks
Tasks are to-do items for your team — follow-up calls, outstanding actions, anything that needs doing as part of managing your pipeline.
Read →Interactions
Interactions are the log of your team's activity with organisations and contacts — calls, emails, meetings, and any other touchpoints. Logging interactions keep
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