CRM

1. 1

   Open CRM

   Pick CRM in the Grow group. You land on My Dashboard.

2. 2

   Read the numbers

   The tiles show your Open pipeline (the value of deals not yet won or lost), the Forecast, your Win rate and how many Tasks are due. Use Period and Year to change the dates.

3. 3

   Look at the charts

   Deals won over time shows your progress. Deal Sources shows where customers came from, such as Automated Pipelines, chat or an import.

4. 4

   See money received

   Customers have paid shows payments from the Finance tab that you've linked to customers.

1. 1

   Press Add customer

   A form opens: Add a customer or lead.

2. 2

   Fill in what you know

   Name is all you need. Add the company, email, phone, job title, deal value, stage, whether they're hot, warm or cold, and tags such as VIP or referral.

3. 3

   Save

   Press Add customer. They appear in Leads under their stage.

4. 4

   Or just tell Winston

   In Winston AI, say something like "Add Sarah Jones from Bright Dental, she wants a quote" and he'll put her in the CRM.

1. 1

   Save your sheet as CSV

   In Excel or Google Sheets, choose Download or Save as, then CSV. The first row must name the columns, such as Name, Email, Company.

2. 2

   Press Import

   It's on the CRM home page and the Contacts page. Choose the CSV file.

3. 3

   Check the result

   Winston tells you how many new customers he added, and how many existing ones he filled in. Nobody is duplicated.

1. 1

   Change a detail

   Click any cell, such as Stage, Owner, Priority, Deal value or Expected close, and change it. It saves as you go.

2. 2

   Search and filter

   Use Search customers, and the owner and priority filters, to narrow the list.

3. 3

   Choose your columns

   Press Show columns to hide ones you don't use.

4. 4

   Add your own column

   Press Add a column to track anything else, such as plan, renewal date or how they heard of you. Give it a name and, for a list of options, the choices separated by commas (for example Basic, Pro, Enterprise).

5. 5

   Change many at once

   Tick several rows. Then use Move to stage, Set priority, Assign to, or Add tag on all of them together. Press Clear selection when done.

6. 6

   Add a task

   Use + Add a task on a row to remind yourself to follow up.

Stage changes made here and in Automated Pipelines stay in step, so a lead never has two different stages.

1. 1

   Open Deals

   From the CRM menu. Each column is a stage, with the total value of its deals at the top.

2. 2

   Drag a card

   When a conversation moves forward, drag the customer's card to the next column. Drop it where it says Drop a deal here.

3. 3

   Say why a deal was lost

   When you drag a card to Lost, Winston asks why. A short answer, like "went with a cheaper quote", is enough.

4. 4

   Find a deal

   Use Search deals, or filter by owner to see only your own.

1. 1

   Open a customer

   Click their name anywhere in the CRM.

2. 2

   Log what happened

   Under the activity log, choose Note, Call, Email or Meeting, write what was said, and press Log it. The newest entry is at the top.

3. 3

   Update the details

   Change the deal value, hot, warm or cold, expected close date and tags, then press Save details. Your own columns are there too and save as you go.

4. 4

   Draft a follow-up

   Press Draft follow-up. Winston AI opens with a short, warm email ready to send, with a subject line.

5. 5

   Ask what to do next

   Press Ask Winston. He looks at your history with this customer and tells you how to win or grow them, and what to watch out for.

6. 6

   Link a payment

   Under payments, press Link payment and pick money in from Finance that came from this customer. The record shows how much they've paid so far.

If a customer came from Automated Pipelines, the record shows where Winston found them and their LinkedIn profile, with a link back to Pipelines.

1. 1

   Open Contacts

   Everyone in your CRM, by person or by company.

2. 2

   Search

   Use Search contacts to find anyone by name, company or email.

3. 3

   Import or export

   Import a spreadsheet here too, or export your contacts.

1. 1

   Open Activities

   Your tasks are at the top, sorted into Overdue, Today, Upcoming and No date.

2. 2

   Add a task

   Give it a due date, the customer it's about, and who it's for.

3. 3

   See everyone's tasks

   Use Whose tasks to switch between yours and the whole team's.

4. 4

   Tick it off

   Mark tasks done as you go. When the list is empty you'll see "Nothing to do. Nicely done."

5. 5

   Read the recent activity

   Below, calls, notes and changes show as they happen. Tasks created by Winston AI or by an automation say so.

1. 1

   Pipeline by stage

   How many deals, and how much money, sit in each stage.

2. 2

   Forecast by expected close

   What's likely to close and when, from each deal's expected close date.

3. 3

   Leads by source

   Which channels bring in customers.

4. 4

   Team

   How each owner is doing.

5. 5

   Why deals were lost

   The reasons you gave when moving deals to Lost. Look for patterns.

1. 1

   Start from a recipe

   Pick one, such as Call new leads within a day, Chase proposals after 3 days, Qualified leads are hot, Ask won customers for a review, Tag won deals as customers, or Send a welcome email. Press Turn it on.

2. 2

   Or build your own

   Under Build your own, choose the trigger (a customer is added, or a deal moves to a stage), where from, and the action: add a task due in so many days, add a tag, mark them hot, warm or cold, or assign them to someone.

3. 3

   See what's running

   Your automations are listed at the top. Delete any you no longer want.