Payani AI
Platform
Solutions
Why Payani
Resources
Pricing
Sign in
Get started
Menu
Help
/
CRM and Contacts
CRM and Contacts
Contacts, companies, deals, forms, and audiences.
Contacts overview
The contacts list, filters, bulk actions, and custom properties.
->
Companies
The companies list and how companies relate to contacts.
->
Deals and pipelines
The deals kanban, moving deals through stages, and managing pipelines.
->
Importing contacts (CSV)
How to import contacts from a CSV, map fields, and handle duplicates.
->
Lead scoring
What lead scoring is and how to configure it.
->
Custom properties and record layouts
Add custom fields to contacts, companies, and deals.
->
Tags and segments
Tagging contacts and using tags to organize your CRM.
->
Forms
Detected forms from your site, forms you build, and the AI form builder.
->
Audiences
Saved segments of contacts, and building them with AI.
->
Other categories
Getting Started
Creative Studio
Marketing and Content
Workflows and Automation
Advertising
Analytics and Reporting
Meetings and Scheduling
Integrations and Connections
Billing and Plans
Account and Team
