Work with customers and leads in CRM+

Create customers or leads, assign account types, and move relationships through the funnel.

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

1

Create or edit a customer

Go to CRM.

Create a new customer or open an existing one.

2

Choose the account type

Select the correct Account type.

Then save the customer.

3

Open Overview

Open the Overview tab.

This tab appears only for account types with lead phases.

4

Update the phase details

Enter the score.

Add the predicted and returning values.

5

Move to the next phase

Complete the current phase.

Then move to the next one.

6

Close the lead

In the final closing phase, choose a Closing reason.

Frequently asked questions

Why do I not see Overview?

The selected account type does not use lead phases.

Can I use CRM+ on existing customers?

Yes.

Edit the customer and assign the right account type.

When do closing reasons appear?

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

Related articles

• Set up account types
• Set up lead phases
• Set up closing reasons
• Use the CRM overview page