CRM

Purpose

CRM is the people book: contacts and companies, stage, owner, and a detail sheet. It is not the kanban — Leads is the deal board.

Where to open it

Portal path: /crm

Nav: CRM

Page title: CRM

Who can use it

Administrator, Sales manager, Sales rep, and Viewer. Finance does not see CRM.

Video tour

Contacts table — search, stage chips, and rows.

What to read next

Guide	When you need it
Companies	Account list beside Contacts

Step-by-step

1. Open CRM (/crm).
2. Stay on Contacts and wait for names.
3. Search when the list is long.
4. Open a row for the contact sheet. Switch to Companies for the account list.

Actions reference

Action	Where in UI	Notes
Contacts / Companies	Tabs	Two lists, one search box
Search	Toolbar	Name, email, company
Stage chips	Under search	Prospect through customer

Tips

• Leads is the pipeline. CRM is who they are.

Look out for

You should see Contacts and Companies tabs and a seeded contact such as Alonzo Reyes. Empty chrome means the list has not loaded.

See also

• Leads — Deals for these people