Use the CRM overview page

Use the CRM overview to quickly filter and open customers, leads, and account types.

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

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

Use the overview

1

Open CRM

Click CRM in the side menu.

2

Review the list

Open the overview of customers and leads.

3

Filter by account type

Use the Account type column to filter.

For example, show only Lead or Prospect.

4

Open the customer card

Click a relationship.

Then open Overview to check the funnel stage.

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

Can I filter by lead phase here?

You mainly filter by account type.

Review the phase on the customer card.

Is Overview always visible?

No.

Only account types with lead phases show it.

Can I use this page without CRM+?

Yes.

You can still search and open customers.

Related articles

• Work with customers and leads in CRM+
• Merge and delete customers
• Customers