Hibox CRM - Leads
Visualize All Deals
Last Updated: October 17, 2023On your left-side menu. Click on “Deals” and then on “All deals” You can change the Deals view between Items or List view. On the List view, you can manage the data table information by clicking on this button. There...
Creating a Person
Last Updated: April 8, 2024Once you’re logged in, on the left-hand menu, click on “Persons.” This will take you where you can view and manage individual profiles. To create a new person profile, click the “Add Person” button located at the top right corner...
Creating an Organization
Last Updated: October 3, 2023Begin by logging into your Hibox CRM account using your username and password. On the left-hand menu, click on “Organizations.” This will take you to the Organizations section where you can manage your organizational profiles. To create a new organization...
Lead Groups
Last Updated: October 4, 2023Lead groups in Hibox CRM are a powerful way to categorize and manage your leads effectively. They help you organize your sales efforts, tailor communication, and track progress within specific lead categories. In this tutorial, we’ll guide you through creating...
Lead Capture Form
Last Updated: October 4, 2023Lead groups in Hibox CRM are a powerful way to categorize and manage your leads effectively. They help you organize your sales efforts, tailor communication, and track progress within specific lead categories. In this tutorial, we’ll guide you through creating...
