Getting started with Nilead Customer Hub

Getting started with Nilead Customer Hub

Nilead Customer Hub is a collection of tools and features that helps sales & marketing team to collect, segment, build deeper relationships with contacts. Before we get started, it will be helpful for you to review some of the core elements that organize Nilead CRM System.

Staffs

Your marketing/sales people. You can assign contacts ownership to your staffs to limit access to contacts.

Contacts

These are your leads, prospects, customers, all in one. You can add custom fields to save extra information about your contacts.

We have created a document to help you Get Started with Nilead CRM Contact.

Organizations

Each contact can be linked to an organization (company) for grouping purpose.