Quick Tour

A guided tour through the screens you'll use every day.

1. The home dashboard

The first thing you see is the CRM Overview dashboard. It tells you:

• How many open leads you have.
• How many opportunities are in your pipeline.
• Any cases awaiting your response.
• Top accounts by pipeline value.
• Recent activity (last calls, meetings, emails).

Use it as your daily start-of-day landing page. If you're a manager, you also see team-level rollups.

➜ Learn more: Dashboards

2. The app launcher

Click the app launcher (top-left grid icon) to switch between apps:

• Enterprise CRM — the main app with all CRM functionality.
• Admin — for system administrators.

Inside Enterprise CRM, the left nav groups things by:

3. Your first lead

A lead is someone who's expressed interest but hasn't been qualified yet.

1. Click Sales → Leads → New.
2. Fill in Name, Company, Email.
3. Save. The lead is automatically assigned to you.
4. Click 🎯 Qualify on the lead detail page — the Sales Copilot will score them as Hot / Warm / Cold and suggest the next action.
5. When ready, click Convert to turn the lead into an Account + Contact + Opportunity in one step.

➜ Learn more: Leads

4. Your first opportunity

An opportunity is a real deal you're working.

1. Created automatically from lead conversion, or Sales → Opportunities → New.
2. Set Account, Amount, Close Date, Stage.
3. As the deal progresses, move it through stages: Prospecting → Qualification → Proposal → Negotiation → Closed Won.
4. The system enforces the state machine — you can't skip stages randomly.
5. Click ✍️ Draft Email to have the AI Copilot draft a contextual follow-up.
6. Win it by setting stage to Closed Won — the system auto-creates a contract and notifies the team.

➜ Learn more: Opportunities

5. A service case

A case is a customer issue.

1. Cases arrive via email, web form, phone, chat, or portal.
2. New cases land in a queue — agents pick them up.
3. Click 🚦 Triage on a new case — the Service Copilot suggests priority, category, and the top 3 matching knowledge-base articles.
4. The SLA clock starts — see the time-to-respond / time-to-resolve countdown on the case page.
5. Reply to the customer; close the case when resolved.

➜ Learn more: Cases

6. The AI Copilot

The Copilot lives in the right-side chat panel on every page. Ask it:

• "What's at risk in my pipeline this week?"
• "Give me Customer 360 on [account name]."
• "Draft a discovery follow-up for this lead."
• "What's my forecast for this quarter?"

It reads from your CRM data and respects your sharing — you can't ask it to leak records you can't already see.

➜ Learn more: AI Copilot

7. Where to next?

Pick the role that matches you:

Happy selling 🚀