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      • 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:

      ChapterContentWhat You'll Learn
      System Overview & DashboardsSystem overview, Analytics dashboard, Overview workspaceMenu structure, KPI drill-through, chart linkage
      Lead ManagementCreating, filtering, AI scoring, follow-up, and conversionHow to efficiently identify high-quality leads and convert them to customers + opportunities
      Opportunities & QuotationsKanban board, stage progression, quotation creation, approval workflowHow to move deals through the sales funnel and complete the approval process
      Order ManagementQuotation to order, status tracking, payment monitoringHow to close the loop from quotation to delivery
      Customer ManagementCustomer 360 view, health scores, customer mergeHow to manage the full customer lifecycle
      AI EmployeesAI button usage, scenario examplesHow to use AI to assist daily sales work
      Emails & ContactsEmail send/receive, contact management, CRM linkingHow 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
    Overview
  📁 More Charts
      Executive
      Sales Rep
      Sales Manager
Leads
Customers
Opportunities
Products
Orders
📁 Settings
    Contacts
    Activity
    Exchange Rate
    Stage Settings
    Emails
    Data Analysis

      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.