👥CRM
Managing Leads and Contacts
How leads get into your CRM and how to organise them.
Where Leads Come From
Contacts enter your CRM automatically from Competitor Intel imports, or manually via CRM → Add Contact.
Lifecycle Stages
Tag each contact as New, Contacted, Qualified, or Closed. Filter your list by stage to focus on what needs action today.
Contact Limits by Plan
CRM contact limits vary by plan: not available on Free or Starter, 2,000 contacts on Growth, and unlimited on Pro.
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