CRM
Create deals for your prospects and track your sales activities
10 articles in this collection
What is Snov.io CRM
Learn about CRM functionality in Snov.io.
Written by Maryna Serhieieva
11.04.2025
How to create and manage deals in Snov.io CRM
Learn how to set up and manage deals in Snov.io CRM pipelines.
Written by Maryna Serhieieva
11.04.2025
How to manage your calendar and meetings in Snov.io CRM
Learn how to schedule and manage meetings in Snov.io CRM using Google Calendar, Calendly and Zapier integrations. Keep your workflow organized with synced meetings and calls.
Written by Maryna Serhieieva
7.04.2025
How to create and edit pipelines in Snov.io CRM
Learn how to create pipelines and edit their stages.
Written by Maryna Serhieieva
31.03.2025
How to create deals based on prospect actions
Learn how to configure a workflow in campaigns that creates deals in CRM when prospects open, click, accept a request, or reply to an email or LinkedIn message.
Written by Taras Mykhailenko
26.01.2025
How to import deals and prospects to Snov.io CRM
Learn how to upload files with deals and prospects
Written by Taras Mykhailenko
22.09.2022
How to create tasks for your deals in Snov.io CRM
Learn how to create tasks for your deals.
Written by Taras Mykhailenko
8.05.2022
How to review Deals statistics in Snov.io CRM
Learn how to review Deals statistics.
Written by Taras Mykhailenko
2.05.2022
How to manage Deal loss reasons in Snov.io CRM
Learn how to enable, apply and add/remove new Deal loss reasons in your CRM pipeline.
Written by Taras Mykhailenko
19.04.2022
FAQ – Snov.io CRM
Frequently asked questions about Snov.io CRM.
Written by Taras Mykhailenko
29.10.2021