> 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+/work-with-customers-and-leads-in-crm+.md).

# Work with customers and leads in CRM+

Once CRM+ is active, you work with the funnel on the customer card.

The **Overview** tab shows the full sales flow.

### What you record per lead phase

* **Score** from 1 to 100
* **Predicted value**
* **Returning value**

### Move a customer or lead through the funnel

{% stepper %}
{% step %}

### Create or edit a customer

Go to **CRM**.

Create a new customer or open an existing one.
{% endstep %}

{% step %}

### Choose the account type

Select the correct **Account type**.

Then save the customer.
{% endstep %}

{% step %}

### Open Overview

Open the **Overview** tab.

This tab appears only for account types with lead phases.
{% endstep %}

{% step %}

### Update the phase details

Enter the score.

Add the predicted and returning values.
{% endstep %}

{% step %}

### Move to the next phase

Complete the current phase.

Then move to the next one.
{% endstep %}

{% step %}

### Close the lead

In the final closing phase, choose a **Closing reason**.
{% endstep %}
{% endstepper %}

### Frequently asked questions

<details>

<summary>Why do I not see Overview?</summary>

The selected account type does not use lead phases.

</details>

<details>

<summary>Can I use CRM+ on existing customers?</summary>

Yes.

Edit the customer and assign the right account type.

</details>

<details>

<summary>When do closing reasons appear?</summary>

They appear in a phase that uses the **Closing phase** type.

</details>

### Related articles

* [**Set up account types**](/marketplace-packages-and-power-ups/power-ups/crm+/set-up-account-types.md)
* [**Set up lead phases**](/marketplace-packages-and-power-ups/power-ups/crm+/set-up-lead-phases.md)
* [**Set up closing reasons**](/marketplace-packages-and-power-ups/power-ups/crm+/set-up-closing-reasons.md)
* [**Use the CRM overview page**](/marketplace-packages-and-power-ups/power-ups/crm+/use-the-crm-overview-page.md)


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