CRM User Guide

1. Access the CRM Module

Navigate to CRM from the main dashboard menu. You'll see:

• Contacts - All customer and lead information
• Companies - Organization management
• Deals - Sales pipeline tracking
• Activities - Tasks, calls, meetings
• Reports - Performance analytics

2. Set Up Your Sales Pipeline

Go to Settings → CRM → Pipeline Configuration

Lead → Qualified → Proposal → Negotiation → Closed Won/Lost

Customize stages to match your sales process.

Adding New Contacts

1. Click + New Contact in the CRM module
2. Fill in required fields: First Name, Last Name, Email
3. Add optional information: Phone, Company, Title, Tags
4. Assign to a team member or keep unassigned
5. Click Save to create the contact

Importing Contacts

Bulk import from CSV or integrate with existing systems:

• Navigate to CRM → Contacts → Import
• Download CSV template or use your own
• Map columns to CRM fields
• Review and confirm import

Contact Segmentation

Use tags and custom fields to segment contacts:

Creating Deals

1. Click + New Deal in the Deals section
2. Enter deal name and estimated value
3. Associate with a contact and company
4. Set expected close date
5. Select pipeline stage
6. Assign deal owner

Moving Deals Through Pipeline

Track deal progress with Kanban board view:

• Drag and drop deals between stages
• Update deal value and probability
• Add notes and activities
• Set reminders for follow-ups

Deal Insights

Connect Your Email

Sync emails automatically with CRM contacts:

1. Go to Settings → Integrations → Email
2. Choose provider (Gmail, Outlook, Office 365)
3. Authorize access
4. Configure sync settings

Email Tracking

Email Templates

Create reusable templates for common scenarios:

• Welcome emails for new leads
• Follow-up sequences
• Meeting confirmations
• Proposal submissions