Sales CRM
Learn how to create deals, assign tasks and organize your prospects into pipelines.
9 articles in this collection
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 byTaras Mykhailenko
26.01.2025
How to use Snov.io CRM in a Team
Learn how to use Snov.io CRM in a team.
Written byTaras Mykhailenko
29.10.2024
How to import deals and prospects to Snov.io CRM
Learn how to upload files with deals and prospects
Written byTaras Mykhailenko
22.09.2022
How to create tasks for your deals in Snov.io CRM
Learn how to create tasks for your deals.
Written byTaras Mykhailenko
8.05.2022
How to review Deals statistics in Snov.io CRM
Learn how to review Deals statistics.
Written byTaras 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 byTaras Mykhailenko
19.04.2022
What is Snov.io CRM
Learn about CRM functionality in Snov.io.
Written byAnastasia Kovalenko
29.10.2021
How to create and manage deals in Snov.io CRM
Learn how to create and manage deals in easy and transparent pipelines.
Written byAnastasia Kovalenko
29.10.2021
How to create and edit pipelines in Snov.io CRM
Learn how to create pipelines and edit their stages.
Written byAnastasia Kovalenko
29.10.2021