Everything tagged Crm
6 articles across the Help Center.
How do I add a client or contact to my CRM? Open People from the rail and select Add person, then enter a name, email, or phone number. To merge duplicates, accept Vai's Review possible duplicate suggestion under Needs you. Available on the Core plan and the Growth plan. CRM
How do I track inquiries in my sales pipeline? Open People from the rail, open a person, and select Add inquiry. Then move it through your stages from the inquiry's stage menu. Change your stages in People under Pipeline with Manage stages. Available on the Core plan and the Growth plan. CRM
How do I turn a booked inquiry into a Hub? Open the inquiry in People, select Mark booked, then select Link to Hub and choose the client's Hub. Visualist adds the client to the Hub and moves the inquiry's unlinked invoices and signature requests onto it. Available on the Core plan and the Growth plan. CRM
What is a client brief, and how does Vai keep it current? A client brief is what you know about an inquiry: what they want, budget, timeline, and who decides. Vai reads the emails and meetings attached to the inquiry and suggests facts with their source, and you Accept or Dismiss each one. It uses no AI credits. Core plan and Growth plan. CRM
What is the CRM in Visualist? Your CRM in Visualist is People: every client and contact, the inquiries in your sales pipeline, and a brief Vai keeps for each inquiry. Open People from the rail. Available on the Core plan and the Growth plan. CRM
What can team members see and do in the CRM? In a team workspace, the workspace owner sees every person and inquiry. A team member sees the people and inquiries tied to their Hubs or assigned to them. Managing stages, assigning inquiries, merging people, and changing contact details are for the owner. CRM