#Customer Relations

Manage your customers, leads, support tickets, and content all in one place.

#What's Inside

#At a Glance

• Pipelines — Multiple named sales pipelines, each with its own Kanban board; drag deals between stages

#CRM

• Accounts — Companies and organizations you work with
• Contacts — Individual people at those accounts
• Leads — Potential customers to nurture; convert with a 3-step wizard into Contact + Account + Deal
• Deals — Sales opportunities tracked through a pipeline and stage

#Support

• Tickets — Customer support requests

#Content

• Articles — Knowledge base articles
• Posts — Internal or public announcements

#How They Connect

 1Accounts ──┬── Contacts (people at the account)
 2           └── Deals (sales opportunities)
 3
 4Leads ────────► Contacts + Account + Deal (via Convert wizard)
 5
 6Tickets ──────► Contacts or Users (who submitted)
 7
 8Deals ────────► Pipeline → Stage → Pipeline Board (per-pipeline Kanban)

#Quick Start

1. Create Accounts for companies you work with
2. Add Contacts to those accounts
3. Track Leads from various sources, then use Convert Lead to create a Contact, Account, and Deal in one wizard
4. Set up Pipelines with stages for your sales workflow, then manage Deals in the list or board view
5. Handle Tickets for support requests