Using Instantly CRM is straightforward. Upon accessing the CRM tab, you'll see the six key sections. Each section is explained in this article.
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Inbox contains Emails, Calls, SMS, Tasks and Everything.
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Opportunities give you a consolidated view of all your interested prospects from campaigns and Lists. You can switch between the two by selecting the desired source of opportunities.

Opportunities - single lead view

Once you are in the opportunities section, use the filter "Search by lead" to find the opportunity.

Click on the opportunity to open the detailed view.
​You can read more about the Opportunities page is in this article.

Leads tab gives you a consolidated overview of all your campaigns and lists leads.
You can swiftly assign leads to team members in bulk or delete them from your account.
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By clicking on a specific lead, the opportunities window opens up where you can manage lead interactions by adding notes, scheduling meetings, viewing and editing the progress of sales stages, and using AI-generated insights for personalized communication.
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To add a new contact from your external outreach, click the "+" icon on the Leads tab.
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To assign leads in bulk to team members, select the leads, click the "Bulk assign leads" button, and pick the team members from the list provided. We will distribute leads evenly among selected team members using a round-robin method.
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In Salesflows, you can create dynamic views of your opportunities.

Start by clicking on the "+" button.

Then, in the pop-up window, you need to create a rule.
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Conditions available are:

You can combine multiple conditions to filter the leads included in the Salesflow.
For example, Email opened more than 3 times in the last 7 days, but less than 1 reply in the last 7 days.

To edit or delete the view, use the buttons in the top right-hand corner
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You can view your results in Reports. This section offers advanced reporting features, more detailed than typical analytics, including sales goals tracking.
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CRM includes data on monthly or quarterly sales goals, showing progress towards these targets.
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The Preferences tab in Instantly CRM includes the following sections, each designed to help customize your CRM experience according to your specific needs and workflows: