Online Signature for Lead Management for Planning: Try a Brand New CRM

Configuring online signature for Lead management for Planning with airSlate SignNow

airSlate SignNow’s online signature for Lead management is your go-to piece of technology for handling your Planning document-driven processes while staying adherent to industry-leading frameworks. With our CRM, you can add, modify, and manage new and existing signers and get an aerial view of your contact database.

Here are your first steps to learn airSlate SignNow’s CRM:

1. Set up an account or sign in to your existing one. If haven’t used airSlate SignNow, explore the subscription options and choose your free trial.
2. Navigate to and check out the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their basic information.
3. Modify and remove existing contacts in your CRM. If you’ve already sent some documents for execution, those contacts will show up in the CRM automatically. You can manage them from a single dashboard without compromising the files with which you both interacted.
4. Check the contact information and files with it. Hit View to pull up the contact details of a person and paperwork coming with them.
5. Send a form out for signature and data collection. Choose Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Customize your accompanying message and inform your Contacts about what they need to do after completing the terms of your paperwork.

Our CRM’s interface is sleek, easy grasp, and requires no special tech background. Get more power over your document operations and constantly enhance the experiences of your team, your customers, and your business partners. Try our online signature solution with built-in Lead management for Planning.