#Customer Relations

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

#What's Inside

#At a Glance

• CRM Dashboard — KPI overview: pipeline value, won deals this month, open tickets, lead conversion, and more
• Pipeline Board — Drag deals across your sales stages on a Kanban-style board

#CRM

• Accounts — Companies and organizations you work with
• Contacts — Individual people at those accounts
• Leads — Potential customers to nurture
• Deals — Sales opportunities and their progress

#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 (when converted)
 5
 6Tickets ──────► Contacts or Users (who submitted)
 7
 8Deals ────────► Pipeline Board (visual stage tracking)

#Quick Start

1. Open the CRM Dashboard to see your pipeline value, hot leads, and overdue deals
2. Create Accounts for companies you work with
3. Add Contacts to those accounts
4. Track Leads from various sources, then convert them to contacts
5. Manage Deals through your sales pipeline — list view or board view
6. Handle Tickets for support requests