CRM basics

Contacts, leads, activities and calendar.

Open CRM in the left rail and sign in with your email and password.

Contacts

People › Contacts. Add contacts with name, email, phone and company. Calls, emails and e-signature events are logged against the contact.

Leads

Sales › Leads. Track potential customers through statuses (New, Contacted, Qualified …). New online bookings from unknown people can create leads automatically.

My bookings

My Jobs › My Bookings lists upcoming and past bookings with status.