CRM overview
CRM is where the sales team works prospects before a formal quote exists. It keeps two pipelines cleanly apart:
- Leads: unqualified prospects. A lead is someone who has surfaced (a web form, a trade-show card, a referral) but has not yet been qualified as a real deal.
- Opportunities: qualified prospects tracked against a real customer, with an owning sales engineer, a product interest and an estimated value. Opportunities are the records every sales dashboard aggregates.
A lead is worked, qualified, and then converted into a customer and an opportunity. The opportunity is what eventually turns into an offer.
What you can do here
Section titled “What you can do here”| Task | Page |
|---|---|
| Capture and work leads, log calls/meetings, manage lead sources | Working with leads |
| Convert a lead, create an opportunity, move it through its lifecycle, browse the pipeline | Opportunities & the pipeline |
| Read performance by region, engineer and city; set targets; export reports | Sales dashboards & targets |
Activities tie it all together
Section titled “Activities tie it all together”Every call, meeting, email, task and note you log is an activity. Activities attach to a lead, a customer or an opportunity and roll up into a single chronological timeline on that record, so context survives even as a deal changes hands. See Logging activities.
Who sees what
Section titled “Who sees what”Access follows your role. A sales engineer sees and works their own leads and opportunities; a manager or org admin sees the whole team’s. This “data scope” is applied everywhere, lists, dashboards, KPIs and exports, so the numbers a sales engineer sees always reflect only their own deals.