CRM / Learn
Understand the CRM records.
Use the CRM sidebar to open each record type. The links between records are what make conversion, follow-up, and reporting work.
Leads
Open CRM → Leads to capture and qualify early interest. A lead can be converted with the Convert to deal record action.
Customers
Open CRM → Customers to manage organization records. Deals use Customer as a required relationship.
Contact Persons
Open CRM → Contact Persons to manage individuals and link them to a Customer.
Deals
Open CRM → Deals to manage opportunities. Each deal requires a name, pipeline, customer, stage, and status.
Activities
Open CRM → Activities to create Tasks, Calls, and Meetings related to CRM records.
Pipelines and stages
Open CRM → Configuration to manage the active pipelines and stages offered in deal forms.