Tutorials
CRM System Tutorial
Build a simple CRM for lead tracking and sales follow-ups.
Use this tutorial to create a practical CRM your sales team can adopt quickly.
Why this matters
Most sales teams lose context across spreadsheets and chat threads. A focused CRM improves visibility and conversion.
What you can do
- Capture and qualify leads in one place.
- Track ownership and follow-up timing.
- Monitor pipeline movement with dashboards.
Step-by-step guide
- Generate a lead form and lead table.
- Add stages, owner, and next follow-up date.
- Add overdue reminder automation.
- Add manager dashboard for stage distribution.
- Test complete lead lifecycle and publish.
Example
Prompt:
Build a CRM with lead intake, pipeline stages, assigned owner, next follow-up date, and manager dashboard showing overdue opportunities.
Tips
- Keep stage definitions strict and clear.
- Require follow-up date for active leads.
- Review overdue list daily.
Common issues
- Inconsistent stage updates across reps.
- No ownership assigned for incoming leads.