Help Center Category
Contacts and pipeline
This section explains how non-technical teams should think about contacts, deals, owners, and follow-up inside PageCRM.
Articles in this section
1
How contacts should be used
A contact record is the source of truth for a person or company you are selling to, supporting, or following up with. The goal is to stop information from being trapped in personal phones, inboxes, or spreadsheets.
2
How pipeline stages should be kept simple
Most teams need fewer stages than they think. A pipeline is useful only when every stage has a clear meaning and the team knows when to move a deal forward.
3
How owners, tasks, and next actions should work
Every active contact or opportunity should have an owner. Ownership is what makes the CRM usable for teams instead of becoming a passive database with nobody responsible for action.