Before You Start with CRM
CRM appears in the main menu once the module is licensed. What you can see and change still depends on the CRM role assigned to your user under Settings → Users & roles.
Roles, in plain language
| Role | Typical use |
|---|---|
| Sales rep | Own records; create and edit; no delete or export |
| Sales manager | Team visibility; reassign; delete; export team data |
| Sales admin | Full company access; pipelines and all CRM settings |
| Finance | Read CRM data; work with deal commissions |
| Read-only | View CRM data without making changes |
CRM → Settings is limited to sales admins. Other roles who open it are sent back to the CRM dashboard.
Finding your way around
Open CRM in the top navigation.
Sales CRM
| Menu item | Purpose |
|---|---|
| Dashboard | KPIs, pipeline snapshot, tasks, at-risk deals, team performance |
| Leads | List, create, detail, convert |
| Contacts | People linked to accounts and deals |
| Accounts | Companies and organizations |
| Deals | Opportunities with amount, stage, and owner |
Pipeline and activities
| Menu item | Purpose |
|---|---|
| Pipeline Board | Kanban view by pipeline stage |
| Activities | Calls, meetings, emails, notes |
| Tasks | To-dos with due dates and reminders |
Capture, reports, and setup
| Menu item | Purpose |
|---|---|
| Competitors | Competitors tied to deals and accounts |
| Form Builder | Public forms that create leads, contacts, or accounts |
| Reports | Sales overview, sources, velocity, win/loss, forecast, and more |
| Settings | Pipelines, scoring, territories, commissions (admin) |
Screens reached from elsewhere
A few useful screens are not top-level menu items. Bookmark them or follow links from related records:
- Email sequences — from sequence views or Settings
- Sales performance / targets — manager tools set by administrators
- Deal commissions — pipeline footer or Settings → Commission rules
- Customer onboarding — linked from an account's detail page
:::info Optional modules Communication Center improves outbound email. Accounting is only needed if you want to generate a sale invoice when a deal is won. :::