Create and manage companies
Company records centralize everything you know about the businesses you deal with. Learn how to create, update, link and keep them clean in Charik CRM.
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Learn how to organize your sales pipeline to track the progress of every deal and…
Create deals in Charik to track every sales opportunity, update stages and amounts as the…
Company records centralize everything you know about the businesses you deal with. Learn how to…
Contact records are essential for effective follow-up. Learn how to make the most of them…
How to import contacts and companies into Charik CRM from a CSV file: preparation, field…
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