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Even if you’re the only team member in your business, you’ll need a “user” account for yourself so you can accurately configure things like your calendar availability, email signature, and more. And, because Fern CRM is designed to grow as your business grows, this sets you up for an easier transition when you do hire ... Read more

The terms pipelines and opportunities are often used interchangeably, but in truth, “opportunities” is mostly just what the tab says in the left sidebar of your Fern CRM account. So to keep things simple, we’ll typically use the word “pipelines” when talking about any of the pipeline or opportunity features. What’s Included In this tutorial, ... Read more

If you want to know what the labels mean or if we use a marketing term you’re not familiar with, hopefully this glossary of definitions helps. If you want more information about how to use the features described on this page, enter the term or feature in the search box to find a tutorial or ... Read more