Sales

Here’s where most of your CRM functionality lives. To use this part of the template start by adding companies to the

Add & Qualify Companies⁠

table using a source like

Crunchbase.com⁠

Apollo.io⁠

Pitchbook.com⁠

or your own research. The easiest way to import your leads is using the CSV importing tool which you can access by typing /csv.

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