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