How to Activate ProspectingToolkit CRM
Manage your pipeline 100% inside of ProspectingToolkit.
Alex
Last Update 2 jaar geleden
ProspectingToolkit CRM tool integrates directly within your dashboard and works alongside other CRM softwares that you’ve connected.
You can track your deals, manage your prospects, and monitor your wins and losses easily with ProspectingToolkit’s CRM tool.
Build pipelines within ProspectingToolkit with just a few simple clicks, and create deals straight from your inbox as soon as you get that confirmation message from the prospect.
What’s more, it’s so easy to set up and use.
Follow the guidelines below to activate the new CRM tool from ProspectingToolkit.
1. Head to the “Integrations” tab, which you can access via the left-hand side menu on your dashboard.
2. Click the purple "Activate" button on ProspectingToolkit CRM
3. Once you’ve activated it, just click on “Manage” to start creating your pipelines.