Knowledge base
Sales Pipeline, Tasks & Custom Fields
3 how-to guides for sales pipeline, tasks & custom fields in SM2.IO — including funnels — crm sales pipeline, tasks, custom contact fields.
See the Contacts & CRM feature →Sales Pipeline, Tasks & Custom FieldsFunnels — CRM sales pipelineA Kanban board of your sales stages, with a deal value on each contact…Sales Pipeline, Tasks & Custom FieldsTasksAssignable to-dos tied to a contact or…Sales Pipeline, Tasks & Custom FieldsCustom contact fieldsDefine your own fields on a contact (text, number, date, select) and fill them per…
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