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How to use the sales CRM: company, contact, and deal

Updated 2026-10-16

Open CRM in the left sidebar. This is the shared sales workspace. Your own deals also appear under My → Deals.

How to add a company and a contact

  1. Open the Contacts view. The left tree is companies. The breadcrumb shows Page → company. Click a crumb to move up.
  2. Click a company to see its people. Hover a company and add a contact when you have access.
  3. Or use header +. It creates a contact, deal, list, or template depending on the tab you are on.
  4. Click a row to edit. Filter by owner or status. Search name and email. Escape closes search.

Example: open “Northwind”, add “Pat Kim, buyer”, then create a deal “Northwind renewal” linked to Pat.

A public form can create a contact when CRM connect is on for that form. See How to create a form.

How to add and move a deal

  1. Open the Deals view. The board is grouped by stage. Summaries at the top show count, amount, and average probability.
  2. Type a title at the bottom of a column and press Enter, or click + on a column to start a deal already in that stage. Extra required fields appear in the same box.
  3. Set amount, company, owner, and close date on the card or in the panel.
  4. Drag the card to change stage. Click the card to open the detail panel.

Example: add “Acme website” in Qualified, set amount 12,000, close date 30 May, then drag it to Proposal after you send the deck.

How to save a list

  1. Open Lists.
  2. Pick which fields show, which filters apply, and the layout.
  3. Save it when you always look at the same slice, such as “My open deals over 10k”.

Header + on this tab creates a list. Click a saved list in the tree to open it again.

How to send a template

  1. Open Emails. A template can insert fields from the record, such as {firstName} from the contact.
  2. Send the template. That writes the send log. You do not add a log row by hand to invent history.

One-to-one CRM mail stays plain unless that template turns on Brand Layout. Those should read like a person wrote them. The workspace email frame (logo, card, button) is for other mail. See Brand kit if you already use Brand Layout.

Settings (default probability, currency, lead source) is for leads and above.

Sparkles or Ctrl/Cmd+J opens the CRM assistant. It works with companies, contacts, deals, and lists. Full steps: How to use the page assistant.

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