CRM | Gem Help Center

CRM

Everything you need to know about Gem CRM

11 articles in this collection
Written by Gabriella Spallone

CRM Overview

What's included in Gem CRM?

Written by Gabriella Spallone
Updated over a week ago

Jobs

Jobs Overview

How does Gem Jobs work?

Written by Gabriella Spallone
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

Using Jobs

When should I use Jobs in Gem?

Written by Gabriella Spallone
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

Search Filters

What attributes can I filter on in People?

Written by Gabriella Spallone
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

Pipeline Stats

Pipeline Analytics Overview

How does Pipeline Analytics work?

Written by Gabriella Spallone
Updated over a week ago

Pipeline Analytics Filters

What can I filter on in Pipeline Analytics?

Written by Gabriella Spallone
Updated over a week ago

Pipeline Analytics Graphs

How do the Pipeline Analytics graphs work?

Written by Gabriella Spallone
Updated over a week ago

Pipeline Analytics Stages

How do stages in Pipeline Analytics work?

Written by Gabriella Spallone
Updated over a week ago