Follow contacts in CRM

Leads shows commercial follow-up of contacts; CRM brings together relationship indicators and client information. Both depend on the plan and role.

On the leads board, follow cards and update the stage using the options available. Open a card to review its details and next contact. In CRM, review indicators and clients who may need follow-up.

Some communication actions can send real messages. Check recipients and content before confirming any send.

Related guides

• Record and follow leads
• Email and notifications