When you access the CRM tab, you’ll see these key sections. Each section is explained in this article.
Tasks
View and manage all tasks or actions waiting for approval.
Inbox
Inbox contains Emails, Calls, SMS, Tasks, and Everything. You can also search for activities here.
Everything tab: A consolidated view of all the above categories.
Emails tab: All emails from your Unibox Primary and Other folders. To stop displaying non-lead emails, disable the "Save non-Instantly emails in Unibox" feature in the Preferences.
Calls tab: All calls done through our CRM.
SMS tab: All SMS sent and received through our CRM.
Tasks tab: All the tasks assigned to Users.
Opportunities
Opportunities give you a consolidated view of all your interested prospects from campaigns and lists.
Click 'Filters' to filter opportunities by Campaign, List, Time Range, Lead Owner, or Stages
Or enter the domain or email into the search bar to locate the opportunity.
Click the opportunity to open the detailed view (an active CRM plan is required). From here, you can manage lead interactions by adding notes, scheduling meetings, assigning tasks, and viewing or editing the progress of sales stages.
Leads
The CRM -> Leads tab gives you a consolidated overview of all your leads in the workspace.
Filter leads by Campaign, List, AI Sales Agent, Lead Status, or Lead Owner
Create or import new leads
Create custom fields
Select leads to download them or assign them to team members. Leads will be distributed evenly among the selected team members using a round-robin method.
