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  • 6 месяцев назадОпубликованоGeorge Vlasyev

Folk CRM Tutorial for Beginners (Step by Step)

✅ Try Folk CRM for free: In this video, I walk you through a complete Folk CRM tutorial for beginners, showing you how to set up and use Folk CRM to manage leads, track deals, and stay organized. I cover everything you need to get started: navigating the dashboard, creating and updating leads, customizing your pipeline, adding custom fields, and integrating with Gmail. You’ll also see how Folk CRM handles reminders, team collaboration, deal tracking, and contact organization—all with a clean, user-friendly interface. 🚀 My affiliate marketing course: ✌🏽 My website: 💌 My newsletter: 🌍 My instagram: Timeline: 00:00 Intro 00:59 Navigating the Dashboard and Pipeline 01:52 Creating & Managing Leads 03:04 – Switching Views and Updating Statuses 04:03 Adding Custom Fields 05:14 Notes, Reminders, and Team Interactions 06:02 Adding a Team Member 07:14 Creating Groups 11:11 Adding People 12:35 Conclusion 13:33 Outro Disclaimer: Some of the links above may be affiliate links, which means that if you click on them, I may receive a small commission. The commission is paid by the retailers at no cost to you, and this helps to support our channel and keep our videos free. Thank you!