CRM & Contacts

The complete setup sequence before launching any automations.

Map custom fields correctly to prevent broken workflows.

Manually add contacts and configure all standard and custom fields.

Upload a CSV and map every column to the correct CRM field.

Define stages, probability weights, and automation triggers.

The full system for qualifying and converting leads within 90 seconds.

Create saved filters that update automatically as contacts match criteria.

Build a scalable tag taxonomy for targeting, automation, and reporting.