Set up Cutme CRM

Pipeline stages, lost reasons, users and importing your leads.

1. Configuration → Settings: review the pipeline stages and lost reasons and adjust them to how you sell.
2. Configuration → Users & Roles: add your sales team.
3. Leads → Import leads: upload a CSV file (a sample file is provided). Duplicates can be skipped.
4. Add existing customers, companies and contacts from the Sales menu.

Last updated: 2026-10-11

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