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Antar CRM Docs
Your complete guide to managing Leads, Contacts, Opportunities, and beyond.
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Dashboard
Overview
Widgets
Analytics & Charts
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Contacts
Create / Edit / Delete
Convert Contact
Email, Call, Notes & Tasks
Filter, Sort, Columns
Export / Import
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Leads
Create / Edit / Delete
Convert Lead
Email, Call, Notes, Tasks
Activities, Attachments, Comments
Filter, Sort, Columns
Export / Import
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Opportunities
Create / Edit / Delete
Email, Call, Notes, Tasks
Activities, Attachments, Comments
Filter, Sort, Columns
Export / Import
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Organizations
Create / Edit / Delete
Comprehensive View
Filter, Sort, Columns
Export / Import
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Product & Services
Create / Edit / Delete
Filter, Sort, Columns
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Estimates
Create / Edit / Delete
Estimate Actions
Terms & Conditions
Filter, Sort, Columns
Export / Import
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Notes
Create / Edit / Delete
Filter / Sort
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Call Logs
Create / Edit / Delete
Sort / Filter / Export
Custom Columns
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My Tasks
Create / Edit / Delete
Notifications
Sort / Filter / Export
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Email Templates
Create / Edit / Delete
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Reports
View Reports
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Campaigns
Email Campaigns
WhatsApp Campaigns
Campaign Lists
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Settings
Territory / Industry / Scoring Rules
Lead Source / Stages Pipeline
Subscription / Email / Notifications
Organization / AI Settings
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Manage AI & Others
In-App Notifications
Universal Search
AntarIQ Overview