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Becoming a better saleperson
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Table of contents
Organizing your sales activity
Our Philosophy
Suspects (Unqualified Prospects) vs. Leads
Prospecting Lists, Leads & Client Folders
Status vs. Sales Steps
Defining Key Information on Leads
The Importance of Categorizing Your Leads
Managing Multiple Contacts in the Same Company
Admin, Team Manager & User
Customizing Your Account Interface
Organizing Your Daily Activities
Every Morning, Know Exactly What Leads You Need to Work On
Follow Up the History of Your Exchanges & BCC Email Conversations
Set Reminders and Synchronize Your Account with Your Calendar
Sort Activities for a Better Understanding of Your Leads
Extended, Compact & Pipeline Mode
Create Several Pipelines to Analyse Different Sales Processes
Make your Most Important Leads Stand Out
Find Leads by Using Filters
Learn How to Use Prospecting Lists
When and How to Use Prospecting Lists
Only Turn a Row into a Lead Once the Contact is Qualified
The Importance of Using Column Names
Magic Columns
Working on the Go
Mobile App
Using the Speech Recognition
Scan your Business Cards
Adding Leads from External Sources
By E-mail
From your Partners
From a Contact Form
Follow up your Business Activity - Understanding How it Works and Collaborating
Analyze your business and sales team performance
Analyze your Activity by Category or by Salesperson
Find the Leads That Have Been Pending for too Long
ROI of Specific Actions, or of a Specific Month Activity
Using the Activity Feed to Manage your Team
Follow the Sales Activity Every Morning Thanks to the Daily Activity E-mail
Exporting your Data for Reporting or Marketing Purposes
Manage your Existing Customers
Following up on your Won Clients
How to Manage Upsells and Renewals vs Post-sales Process
Connect noCRM.io to Other Apps
How to Connect: Zapier, API & Direct Integration
Send Notifications or Fire Actions Based on Events