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How to Use Dubb CRM Feature
How to Use Dubb CRM Feature

Use Dubb CRM Feature

Ruben avatar
Written by Ruben
Updated over a week ago

This article explains how to use Dubb as CRM. Now with Dubb CRM you can manage all your sales or marketing video needs AND manage your team's entire sales process.

Check out this tutorial video for the details:

Contacts - You can create, import, edit, manage and delete your contacts here:
*If you need to create custom properties for your contacts, for things such as Address, you can create them here:
Here is the tutorial

Deals - You can associate a deal with your contacts and assign it to a specific team member, and then manage, monitor, and move them down the line. You will see the Deals section on the left navigation menu or here:

3. Tasks - You can assign tasks to your team members, and add a due date. The tasks can also be created with Automation, so they don't have to be created manually.

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