CRM operating guides
Find and qualify leads, maintain contacts, assign ownership and schedule the next action.
Choose a task
Create a lead and record the customer context
Enter company and primary contact details, set ownership and source, and verify the new lead before adding more activity.
Find, assign and work leads through follow-up
Use the right queue, change ownership and status, and turn a note into a dated next action.
Maintain contacts, notes and acquisition context
Add secondary contacts, preserve the conversation and inspect source/campaign attribution without creating duplicate leads.
Create a commerce account from a lead
Create and link the billing entity needed for quotes, payments and customer subscriptions.
Review a call transcript and turn it into follow-up
Inspect the recorded call, transcript and extracted facts, then save the next action on the correct lead.
Diagnose access and role-dependent controls
Separate page access, record ownership and action permission when a control or customer record is unavailable.
Import lead data and review duplicates or bulk changes
Load a file or sheet, inspect mappings and transformed data, then commit a controlled import and reconcile the result.
Shared instructions identify installation-specific integration boundaries; customer-only details are not in the public build.