Скачать или смотреть How to Manage Companies & Contacts in Heffl | CRM Tutorial

Welcome to your new command center. In this video, we walk you through the foundation of Heffl: the Companies and Contacts structure.

Learn how to organize your agency's database effectively so you can track every deal, project, and conversation in one unified place.

In this tutorial, you will learn:
✅ The Structure: Understanding the link between Companies (Organizations) and Contacts (People).
✅ The "One Database" Approach: How Proposals, Invoices, and Deals link back to these profiles.
✅ Lifecycle Stages: How to customize and track relationships from "Lead" to "Active Client."
✅ Smart Filters: Creating saved views to find exactly who you need in seconds.

⚠️ IMPORTANT NOTE: All names, email addresses, phone numbers, and company details shown in this video are demo data created solely for demonstration purposes. No real personal information is displayed.
🚀 Start organizing your agency today with Heffl. https://heffl.com

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