- How to import data and map the fields
- How to add contacts to an account
- How to import contacts and associate them with accounts
- How to set up your mailbox
- How to send personal emails and use Flexie as an email client
- How to send a tracked email to a lead/contact
- How to create multiple dashboards
- How to create multiple deal pipelines
- How to manage deal stages and Win Stage probability
- Mass actions on main grid
- How to send SMS text messages
- How to filter records using smart lists
- How to work with forms
