How-toPeak CRM
How do I work through my day with Peak CRM?
Open Peak CRM and press “Start working”. You always see exactly one contact, why it's their turn now and what Peak suggests. Call, write or take a note, then “Done”: the next one comes automatically. Keys: C call, E email, N note, S snooze, D done.
- Choose a source: your stack, the team, a smart view or a pipeline stage.
- Choose the scope: 10 or 20 contacts, 30 or 60 minutes.
- Act on each contact and enter the outcome; the outcome determines when they're up again.
Next step
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