CRM & Contacts

CRM & Contacts

Track customers, companies, and deals in Hal's built-in CRM.

Contacts

View and manage all your contacts:

• Name, email, phone - Basic contact info
• Company - Link to company record
• Tags - Categorize contacts
• Notes - Add private notes
• Deal value - Track potential revenue

Companies

Group contacts by company:

1. Go to CRM
2. View the kanban board
3. Drag companies between stages

CRM Stages

Customize your pipeline:

1. Create stages (e.g., Lead, Qualified, Proposal, Won)
2. Assign companies to stages
3. Track deal values per stage