Collections

Introduction of Collection

Collections handle your leads and the stages that your deals are on.

Collection Type

Collections include four main sections: Contacts, Accounts/Company, Deals and Other types.

• Contacts include all the leads that you are getting on your website through web forms, Google ads, Facebook ads etc. Learn more about contacts.

• Companies: Accounts consists of all the details of your leads' companies. Learn more about company.

• Deals manage your opportunities based on the sales stage that you are in. Learn more about deals.

• Other: It helps you customize a new collection according to your business requirements and it will act as a table where you can add fields and columns. Learn more about other type collection.

Creating New Collection

Click on + next to collections in the sidebar to create a new collection. First, name your collection, then select the collection type you are making. Click Save.

Renaming collections

To rename the collection.

• Go to settings and click on customize.

• Click on ⋯ next to the collection you want to rename, and click on edit.

• Rename the Table Label and Save.

Reordering collections

Reorder your collection by drag and drop.

Sharing collections

To share the collections, go to settings, click on users, Click on ⋯ next to any user, click on edit, turn the toggle on for the section you want to provide access for and check on the boxes for the kind of access you wish to provide like click, edit and delete. To know more about it go to User and permission.

Deleting collections

You can delete your collection only if it doesn’t contain any data, so we suggest you export all the data and then delete it. To delete the collection.

• Go to settings and click on customize.

• Click on the ⋯ button next to the collection you want to delete and click on delete.‍