The Acquisity CRM helps you manage your entire sales process from prospecting to close. Access all six of the CRM tabs at the top of the CRM area to organize contacts, track deals, schedule appointments, and stay on top of tasks.
Getting to Your CRM
Click the CRM icon in your sidebar to open the CRM area. You'll see all six tabs at the top of the page. Each tab focuses on a different aspect of your sales workflow, and they all work together to give you a complete view of your pipeline.
All CRM tabs are interconnected—link People and Companies to Deals, schedule Appointments from contact records, and create Tasks directly from any entity.
The Six CRM Tabs
Deals
Your Deals tab displays a kanban-style sales pipeline where you can visualize opportunities at every stage. Create deals and link them to contacts or companies, then drag and drop cards to update their stage as they progress through your pipeline.
Key features:
Drag-and-drop kanban board with customizable stages (New, In Progress, Qualified, Won, Closed)
Multiple pipelines available for different outreach types and sales processes
Link deals to People and Companies for full context
View deal timelines showing all related activities, notes, and appointments
Track pipeline value and stage progression
Appointments
The Appointments tab lets you schedule and manage all your customer meetings in one place. Switch between calendar views (Day, Week, Month) or use list view to see upcoming appointments.
Key features:
Calendar and list views with daily, weekly, and monthly options
Link appointments to People, Companies, or Deals
Set call types (Discovery Call, Demo, Follow-up) for better organization
Sync with Google Calendar or Outlook for unified scheduling
Add descriptions and notes to each appointment
Connect your email and calendar in Settings to enable automatic syncing and avoid double-booking.
People
The People tab is your centralized contact database. Add individual contacts manually or import them via CSV, then view their complete interaction history including linked deals, tasks, and notes.
Key features:
Searchable table with contact details (name, email, phone, company, tags)
Import contacts via CSV for bulk uploads
Link contacts to Companies and Deals
View contact timelines showing all related activities and last interaction date
Bulk actions for merging duplicates or adding multiple contacts to deals
Companies
The Companies tab works similarly to People but focuses on organizational accounts. Track company details, industry information, and revenue data while managing all contacts associated with each account.
Key features:
Company profiles with industry, employees, and custom descriptions
Import companies via CSV
Link multiple People to each Company
Associate Companies with Deals for account-based selling
Best practice: Start by adding your Companies, then add People and link them to their organizations for a complete account view.
Tasks
The Tasks tab keeps you organized with actionable to-dos. Create tasks, then track completion across your entire pipeline.
Key features:
List view for task management
Link tasks to Deals, People, or Companies
Set due dates and assign tasks to team members
Mark tasks complete with a single click
Notes
The Notes tab provides free-form logging for call summaries, meeting notes, and important updates. Attach notes to any entity (Deal, Person, Company) and view them in timeline order on detail pages.
Key features:
Free-form text entry for flexible note-taking
Attach notes to specific entities for context
Searchable note history across all records
Common CRM Workflows
From Prospect to Close
Here's a typical workflow using all six tabs together:
Import contacts - Add People and Companies via CSV or manual entry in their respective tabs
Create deals - Link new Deals to the imported contacts to start tracking opportunities
Schedule appointments - Book Discovery Calls or Demos in the Appointments tab and link them to the Deal
Log activity - After each call, add Notes summarizing the conversation and create follow-up Tasks
Move to close - Drag the Deal through pipeline stages until it reaches final "Won" or "Lost" statuses
Daily Pipeline Management
Use the CRM tabs together for efficient daily workflow:
Check Tasks to see what needs attention today
Review Appointments for upcoming meetings and prepare context by checking linked People/Companies
Update Deals by dragging cards to new stages after calls or follow-ups
Add Notes throughout the day to capture important details while they're fresh
Next Steps
Now that you understand how the six CRM tabs work together, explore related features:
Understanding Your Dashboard - Learn how to navigate the platform and access CRM features
AI SDR: Automated Email Reply Management - See how AI-powered replies integrate with your CRM tasks