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Manage deals

CRM, pipelines, and tasks

Track contacts, deals, pipelines, tasks, and follow-up work connected to outreach.

9

guides

2 sections

CRM basics

5 guides
explanation

Understand DitLead CRM

Learn how contacts, pipelines, deals, and tasks work together.

5 min
how-to

Create and manage pipelines

Set up a pipeline and use stages to track opportunities.

6 min
how-to

Add a deal

Create a deal and connect it to contacts or campaigns.

4 min
how-to

Move deals through stages

Update pipeline stage as conversations progress.

4 min
guide

Track campaign-created deals

Understand how outreach activity connects to pipeline.

5 min

Tasks and follow-up

4 guides
how-to

Create tasks

Use tasks to track follow-up work.

4 min
how-to

Assign tasks to teammates

Route follow-up work to the right owner.

4 min
guide

Use tasks after positive replies

Turn replies into accountable next steps.

5 min
explanation

Read task statuses

Understand pending, completed, overdue, and draft task states.

4 min