CRM
Enabling and administering the CRM module
Last Updated: 08.11.2026Install the CRM, choose who uses it, understand its billing per CRM user and share out its permissions between roles.
Managing accounts
Last Updated: 08.11.2026Find, create, complete, reassign, archive or delete a CRM account, and read its record: overview, contacts, deals, timeline and documents.
Managing contacts
Last Updated: 08.11.2026Create a contact, record their details, legal basis and refused channels, attach them to one or more accounts and follow their history.
Finding duplicates and merging records
Last Updated: 09.11.2026Find duplicate accounts and contacts, dismiss false matches and merge two records without losing any history.
Activities and “My activities”
Last Updated: 08.11.2026Create a note, task, call, meeting or email on an account, follow your tasks in My activities and understand reminders, notices and private activities.
Tracking opportunities in the pipeline
Last Updated: 08.11.2026Follow your deals in the kanban or the list, move them through stages, mark them as won or lost and read their record, signals and history.
The catalogue and quotes
Last Updated: 08.11.2026Keep the product and service catalogue, write a quote, get a discount approved, send it, have it signed and follow its versions through to acceptance.
Importing, exporting and using the API
Last Updated: 08.11.2026Export a list or the whole CRM, import accounts, contacts, opportunities and activities with the five-step wizard, follow or cancel an import, and connect third-party software through the public API.
The dashboard and sales targets
Last Updated: 08.11.2026Read the pipeline, forecast, target achievement, conversion and loss reasons, open the breakdown of a figure, export the dashboard as a PDF, follow “My pipeline” and set each sales rep’s targets.
CRM settings
Last Updated: 08.11.2026Set the currency, AI, lists, custom fields, tags, pipelines, quotes and taxes, the scope of roles over CRM records, and find the article for every other settings page.
