User Guide
This guide walks you through the core CRM sales process from start to finish. We recommend reading in order — each chapter builds on the previous one.
Reading Order
The core business flow is Lead → Customer/Contact → Opportunity → Quotation → Order. This guide follows that path:
| Chapter | Content | What You'll Learn |
|---|---|---|
| System Overview & Dashboards | System overview, Analytics dashboard, Overview workspace | Menu structure, KPI drill-through, chart linkage |
| Lead Management | Creating, filtering, AI scoring, follow-up, and conversion | How to efficiently identify high-quality leads and convert them to customers + opportunities |
| Opportunities & Quotations | Kanban board, stage progression, quotation creation, approval workflow | How to move deals through the sales funnel and complete the approval process |
| Order Management | Quotation to order, status tracking, payment monitoring | How to close the loop from quotation to delivery |
| Customer Management | Customer 360 view, health scores, customer merge | How to manage the full customer lifecycle |
| AI Employees | AI button usage, scenario examples | How to use AI to assist daily sales work |
| Emails & Contacts | Email send/receive, contact management, CRM linking | How to handle customer communication within the CRM |
Prerequisites
- CRM 2.0 installed and running (see Installation)
- Logged in with an admin account
System Navigation
After logging in, the top menu bar is your main navigation:
Dashboards → Analytics is the first page you see every day — it summarizes core KPIs, sales funnel, and trend charts to give you a quick overview of business performance.
Ready? Let's start with System Overview & Dashboards.