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Clear, step-by-step guidance for getting work done in VisibleCRM.
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6 articlesGetting started
Get started with VisibleCRM
Learn the workspace, navigation, search, and the daily sales overview.
3 min readCRMAdd and manage leads
Create a lead, assign an owner, and keep the next action visible.
4 min readCRMConvert a lead to an opportunity
Move a qualified lead into the sales pipeline without losing its history.
3 min readProposalsCreate and send a proposal
Build a proposal, submit it for approval, and send the approved version.
5 min readProposalsUnderstand approval statuses
Know what Draft, Pending, Approved, and Changes requested mean.
2 min readAdministrationManage users and roles
Invite teammates and give each person the access needed for their work.
4 min read