Steering relationships from first contact to conclusion

The CRM section connects leads, customers and opportunities with tasks, tickets, communication and files. The chapter is constructed along the actual workflow.

flowchart LR
    A[Lead erfassen] --> B[Lead qualifizieren]
    B --> C[Kunde zuordnen]
    C --> D[Opportunity bearbeiten]
    D --> E[Aktivitäten nachhalten]

Core areas

Leads
Customers
Opportunities and Deals
Activities and Relationships
Filters, tables and multiple actions

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