TotalDealCRM
Home
Contacts
Deals
Projects
Calendar
Reports
Leads
0
Forms
Templates
Tools
āÆ
More
Reports
Leads
0
Forms
Templates
Tools
0
?
Not signed in
š
Sign in
Activity Feed
ā
All
Deals
Contacts
Activities
Loading activities...
0
š
All
ā¾
All
Mine
Team
Unassigned
Clear
āļø
Filter: All
ā¾
Filter: All
Filter: Starred
Filter: Needs Action
Deals: Has Deal
Deals: No Deals
ā
Last Updated
ā¾
ā Last Updated
ā Last Updated
ā Deal Value
ā Deal Value
ā Probability
ā Probability
AāZ Deal Name
ZāA Deal Name
AāZ Company
ZāA Company
ā Created Date
ā Created Date
ā Last Updated
ā Last Updated
ā Deal Value
ā Deal Value
ā Probability
ā Probability
AāZ Deal Name
ZāA Deal Name
AāZ Company
ZāA Company
ā Created Date
ā Created Date
Create New
Owner
Anyone
Assigned to me
Unassigned
Status
All Statuses
Active
New Lead
Customer
Inactive
Tags
Any Tag
Created
Any Time
Today
This Week
This Month
This Quarter
This Year
Tasks
Any
Overdue Tasks
Due Today
Due This Week
No Tasks
Deals
Any
Open Deals
Won Deals
No Deals
Active filters:
Clear All
Create
ā
Cancel
New contact
ā
Record Type
Person
Company
Name
š§ Emails
+ Add Email
š± Phones
+ Add Phone
š Social
+ Add Social
š Addresses
+ Add Address
Job Title
Company
ā No company ā
Website
Company Name
Account Site
Website
š± Phones
+ Add Phone
š§ Emails
+ Add Email
š Addresses
+ Add Address
š Social
+ Add Social
Industry
Number of Employees
Annual Revenue
Account Type
Select type...
ā
Created
Modified
Tags
Next action type
Task
Event
Next action
Due date
Event date
Time
Notes
Cancel
Save
New folder
ā
Folder name
Parent
Cancel
Save
Add New Company
ā
āØ
Fill in the essentials. You can add more details later.
Company Name
Website
Main Phone
Industry
# of Employees
Annual Revenue
ā ļø
Possible Duplicate Found
Use Existing
Create Anyway
Cancel
š¾
Save & Link
Filter Contacts
Narrow down your view
Saved Filters
No saved filters yet
Save Current Filter
Manage Filters
Ć
Quick filters:
š„ Hot Leads
š Needs Follow-up
š° Big Deals
ā° Closing Soon
š“ Stale
⨠New
Email contains
Company contains
š¼
Deal Filters
Deal Value
$
ā
$
Probability
%
ā
%
Stage
Any stage
Status
Any status
š¢ Open
š Won
ā Lost
Close Date
Any time
ā ļø Overdue
This week
This month
Next month
This quarter
š
Activity & Status
Has Next Action
Any
ā Yes
ā ļø No - needs attention
Last Activity
Any time
Today
This week
This month
š“ 30+ days ago
š¤ 60+ days ago
šØ 90+ days ago
Created
Any time
Today
This week
This month
This quarter
This year
Task Status
Any
š“ Overdue tasks
š Due today
š” Due this week
āŖ No tasks
Tags
Any tag
Folders
Contacts
Detail