CRM App
Documentation for the NOWAITN CRM app — contacts, accounts, and deals that every other NOWAITN app reads from.
7 articles
Articles
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Merging duplicate contacts
When the same person lands in CRM twice, merge them into one record without losing activity history...
4 min read
Running bulk campaigns from CRM
Send targeted email and SMS to a filtered contact segment using the platform's shared notification t...
4 min read
The activity timeline: every touch in one place
Calls, notes, meetings, emails, reservations, print jobs — the activity log on every contact shows e...
4 min read
Building your first sales pipeline
Define stages, set win/loss criteria, and wire platform events so deals advance themselves.
5 min read
Contacts, accounts, and deals — what each one is for
The three primitives CRM is built around, when to use which, and how they connect to events from oth...
5 min read
Importing contacts into CRM
Bring an existing contact list into CRM from a CSV, a Gmail/Outlook address book, or another CRM wit...
4 min read
Getting Started with NOWAITN CRM
What the CRM app is, why it exists, and how to activate it for your organization.
4 min read