Using Spiro
How to manage and use Spiro day to day as an end user.
- Companies Overview
- Creating Companies in Spiro
- Contacts Overview [Video]
- Create a New Contact
- How to change a contact records image
- Merging Companies and Contacts
- Contact and Company Social Profiles
- Managing Opportunities
- Create Opportunities
- Opportunity Pipeline View
- Auto Filtering Activity on the Opportunity Timeline
- Opportunity Contacts
- Spiro Sales Stage Overview
- Delete Contacts/Opportunities/Companies
- Spiro Parent-Child Company Relationship
- Follow Team Opportunities and Companies
- Activities Tab
- Logging Activity
- Create and Manage Reminders
- Connect your email and calendar