Sales CRM

Lead Management: Creating sales pipelines, assigning stages, and adding labels
In our latest update, we have rolled out a set of new features that will make your lead management process way more efficient. These include - different sal...
Sat, 2 Mar, 2024 at 6:37 PM
How to upload leads in Bulk?
If you are migrating your leads data from an Excel spreadsheet or from a sales CRM system, you can use the "Bulk Upload" feature to upload all the...
Sat, 27 Jan, 2024 at 5:27 PM
How to enable WhatsApp & On-site alerts for new leads?
To ensure every lead is contacted as quickly as possible, it's important to set up alerts whenever you receive a new lead. With Refrens, you can set up...
Thu, 23 Nov, 2023 at 12:52 PM
How to Add Leads on Refrens?
Sat, 27 Jan, 2024 at 5:31 PM
How to Manage Leads Seamlessly on Refrens?
Sat, 27 Jan, 2024 at 5:35 PM
Overview of Refrens Sales CRM
Sat, 27 Jan, 2024 at 5:36 PM
How to Customize Email Templates? (Editing, Using Variables, Deleting/Deactivating)
Email templates help you send emails quickly and keep your communication consistent. Let's see how you can choose, customize, and manage email templates...
Sat, 9 Nov, 2024 at 2:56 PM
How to Delete Lead?
If you want to get rid of junk or duplicate leads from your system, you can simply delete them from your Refrens account. Let’s see how to do this. ...
Tue, 7 May, 2024 at 12:12 PM
How to identify and mark duplicate leads?
Duplicate leads can clutter your database, slow down your sales process, and cause confusion within your team. By identifying and marking duplicates, you ca...
Fri, 2 Aug, 2024 at 2:07 PM