Explore guides

CRM

Use the sales dashboard and configure a shared workflow for customer relationships.

The CRM brings lead capture and sales follow-up together across leads, customers, contacts, opportunities, and activities. Its dashboard turns those records into priorities so the team can see what needs attention, which deals are moving, and where the pipeline is slowing down.

Choose the task that matches your role to see only the instructions and permissions you need.

For you

Work from the CRM dashboard

Prioritise leads, opportunities, and next actions from one shared sales view. This article is for people completing this task.

For managers

Monitor the sales pipeline

Find deals that need attention and analyse conversion, activity, and forecast signals. This article is for managers working within their team or management scope.
- Find deals that need attention
- Interpret conversion and forecasts

For administrators

Configure the CRM

Define stages, categories, custom fields, and automations that match the company's process. This article is for people who configure or administer this feature.