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Best Practices for CRM & Sales Pipelines

Last updated on Jun 18, 2025

Turn more leads into customers with organized pipelines:

✅ Keep your lead database clean — merge duplicates and update contact info.
✅ Move deals through stages promptly; set reminders for follow-ups.
✅ Use the Notes and Files tabs to store all deal-related info in one place.
✅ Analyze your CRM dashboard to spot bottlenecks and improve conversions.