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Using the CRM in LevelUp Masters

This tutorial introduces you to the CRM inside LevelUp Masters. You’ll learn how to add contacts, track interactions, and manage leads through customizable pipelines that keep your business organized and growing.

The CRM (Customer Relationship Management) tool is the backbone of LevelUp Masters. It centralizes all your customer data, making it easy to see who your leads and clients are, where they are in your pipeline, and what actions need to be taken next. With features like notes, activity tracking, and automated follow-ups, the CRM helps you build stronger relationships while saving time. Whether you’re managing a handful of clients or thousands of leads, this system keeps everything in one place for maximum efficiency.

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