> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/use-the-crm-overview-page.md).

# Use the CRM overview page

The CRM overview shows your customers and leads in one list.

With CRM+, it also shows the **Account type** column.

### Use the overview

{% stepper %}
{% step %}

### Open CRM

Click **CRM** in the side menu.
{% endstep %}

{% step %}

### Review the list

Open the overview of customers and leads.
{% endstep %}

{% step %}

### Filter by account type

Use the **Account type** column to filter.

For example, show only **Lead** or **Prospect**.
{% endstep %}

{% step %}

### Open the customer card

Click a relationship.

Then open **Overview** to check the funnel stage.
{% endstep %}
{% endstepper %}

### What changes with CRM+

* the **Account type** column becomes available
* the **Overview** tab appears on supported customer cards
* you can review funnel progress per customer

### Frequently asked questions

<details>

<summary>Can I filter by lead phase here?</summary>

You mainly filter by account type.

Review the phase on the customer card.

</details>

<details>

<summary>Is Overview always visible?</summary>

No.

Only account types with lead phases show it.

</details>

<details>

<summary>Can I use this page without CRM+?</summary>

Yes.

You can still search and open customers.

</details>

### Related articles

* [**Work with customers and leads in CRM+**](/marketplace-packages-and-power-ups/power-ups/crm+/work-with-customers-and-leads-in-crm+.md)
* [**Merge and delete customers**](/marketplace-packages-and-power-ups/power-ups/crm+/merge-and-delete-customers.md)
* [**Customers**](/backoffice/backoffice/customers.md)


---

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