CRM

CRM follows a sale from the first enquiry to the close: a lead is called first, followed through phases, converted into a deal, and the deal is worked to won or lost. Use these guides to set it up the way your business sells and to work it every day.

Where to find it: open CRM in the left rail. The panel shows Leads, Deals, Campaigns and Funnel, in the order the work happens.

Guides

Tab	Guide	Use it when
Leads	Work with leads	You call new leads, decide who is the right customer and convert them.
Leads	Build lead phases and steps	You set the steps every lead and customer follows, and see how calls are timed.
Deals	Create and manage deals	You add a deal, move it through stages and close it.
Campaigns	Track campaigns and campaign templates	You record a campaign and move it through its statuses.
Funnel	Read the funnel and move leads on the board	You want to see where leads drop off.
Stages & fields	Set up stages and fields	You name your own stages and add the fields your team fills in.
Import	Import leads and deals	You bring many leads or deals in from a file.

Deals and Campaigns open on List. Click Board to see the same records as columns, one per stage. Stages & fields is a button on each board. Leads shows each lead's phase track instead of a board.

More screens

These screens are not in the panel. To open one, press Ctrl + K, type its name and press Enter.

Screen	Guide
Dashboard	Read the CRM dashboard
Accounts	Add and manage accounts
Activities, Activity Calendar, Notes	Log activities and notes
Automations	Manage CRM automations
Forecast	Read the sales forecast
Sales reports	Run the sales reports

Configure

Pipelines, Lead Sources and Products are in Settings → CRM. They are for admins. See Configure the CRM.

Before you start

• Your workspace has the CRM module, and your role has CRM access. Otherwise the CRM icon does not appear. Ask your admin.
• Funnel, Dashboard, Forecast and Sales reports need access to the CRM reports. Automations needs automation access.