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Complete these steps to unlock the full potential of your CRM.
0 of 6 steps complete
Manage your CRM configuration
Fill in the details to add a deal to the pipeline.
Record a planned or unplanned customer visit.
Update scheduled time or objective.
Your notes help the team improve — be specific.
Each person's score reflects their progress toward monthly KPI targets.
Score formula
If the rep has zero actual visits this month, the score is halved (× 0.5).
Badges
Momentum
This will permanently delete all demo-generated data:
Your settings, integrations, and branding will not be affected.