CRM
Everything you need to know about Gem CRM
11 articles in this collection
Written by Gabriella Spallone
Written by Gabriella Spallone
Jobs
Jobs Overview
How does Gem Jobs work?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Jobs Views: Active vs. Consolidated
What is the difference between the Active and Consolidated tabs in Jobs?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Using Jobs
When should I use Jobs in Gem?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
People
People Overview
How does the People module in Gem work?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Search Filters
What attributes can I filter on in People?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Using People Search
What are some creative ways to use the Gem People tab?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Pipeline Stats
Pipeline Stats Overview
How does Pipeline Stats work?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Pipeline Stats Filters
What can I filter on in Pipeline Stats?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Pipeline Stats Graphs
How do the Pipeline Stats graphs work?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago
Pipeline Stats Stages
How do stages in Pipeline Stats work?
Written by Gabriella Spallone
Updated over a week ago
Updated over a week ago