Crelate, Inc.

Learn all there is to know about Crelate's Sales/CRM pipeline

Master Sales/CRM Guide

What is a Client Relationship Management tool?

How to set the foundation for your Business Development and Opportunity Management in Crelate

Why you should use a CRM to track business development in Crelate

How to most effectively manage your Sales Pipeline

Why you should set a probability for your Business Development leads

How to organize data you're inputting as you enter in new leads

Find quick definitions for Expected Value, Probability, Actual Value and more!

What happens as a lead transitions to an open job?

Why you should consider adding custom opportunity types in Crelate

How to get started with using your Business Development Pipeline

Learn how to create and setup your Business Development Workflow

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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