CRM
Manage contacts, requirements, matching, pipelines, tasks, outreach, automations, and reports.
Category summary with focused task guides
Choose the result you need
Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.
Start here
Orientation and setup tasks that establish the right starting point.
Start 1
25 to 35 minutes for first setup, then 10 to 20 minutes per daily reviewSet up CRM and learn the daily workflow
Your CRM starts with the appropriate pipeline, scripts, rules, and Mail prerequisites, and you can move from new activity to a documented next action without duplicate people.
Open guideStart 2
10 minutes to learn, then 2 to 5 minutes per decisionChoose CRM pipelines, tasks, and lease-expiration workflows
You can choose the correct CRM record, avoid duplicate lifecycle tracking, and connect every active opportunity to a next action.
Open guideCore tasks
The workflows you will use most often.
Beginner
10 to 20 minutes per reviewWork CRM Today and its priority queues
You can explain every Today queue, preserve its scope when drilling in, and distinguish empty data from a loading failure.
Open guideBeginner
10 to 20 minutesFind, segment, merge, export, and archive contacts
You can find the right canonical person, save a reusable filter, merge confirmed duplicates, and distinguish archiving from deletion.
Open guideIntermediate
20 to 45 minutes, depending on file cleanupPrepare, map, preview, and execute a CRM contact import
You can prepare a supported file, map only current targets, validate a bound preview, and commit Create, Enrich, and Match rows safely.
Open guideBeginner
5 to 10 minutes per personAdd a contact or manual lead with requirements
You can add one accurate canonical person, choose the correct lead workflow, and understand partial-success messages.
Open guideIntermediate
10 to 20 minutes per full reviewUse the contact workspace from qualification through outreach
You can keep one person record complete, choose the right outreach action, and record only activity that truly occurred.
Open guideBeginner
8 to 15 minutesCreate and maintain CRM companies
You can create one useful company record, connect people and deals, understand domain learning, and remove a firm without erasing history.
Open guideIntermediate
10 to 20 minutes per contactDefine contact requirements and match properties
You can create an active requirement, explain property fit, and pass a reviewed match into outreach without treating it as permission.
Open guideIntermediate
5 to 15 minutes per leadWork the Leads inbox from capture to follow-up
You can identify each lead source, process inquiries and NDA states, and create the next action on the correct canonical person.
Open guideAdvanced
20 to 40 minutes for a full Deal reviewManage Deals from pipeline review through transaction economics
You can keep a Deal internally consistent from first qualification through offers, parties, commission allocation, agreement visibility, close, and archival review.
Open guideIntermediate
10 to 20 minutes per board reviewWork Assignment and Listing pipelines
You can keep Assignment and Listing lifecycles distinct, use their boards honestly, and administer stages without stranding records.
Open guideIntermediate
10 minutes for setup, then daily maintenanceManage CRM tasks and calendar subscriptions
You can maintain a trustworthy task list and subscribe safely to its calendar feed without confusing calendar refresh lag with CRM state.
Open guideIntermediate
8 to 15 minutes per lease, then 10 minutes per reviewTrack lease expirations and renewal follow-up
Every permitted active lease has reliable source fields, appears in the correct horizon, and produces an owned renewal task when its notice window opens.
Open guideBeginner
10 minutes to set up, then 2 to 5 minutes per messageCreate and use CRM Email Scripts
You can use or manage the team script library and avoid logging an external draft as a completed send.
Open guideAdvanced and reference
Deeper configuration, analysis, and less frequent tasks.
Advanced
15 to 30 minutes per rule, including a testCreate and maintain CRM follow-up automations
You can create a bounded personal rule, predict when it can execute, and pause or replace it safely without assuming an execution log exists.
Open guideAdvanced
20 to 40 minutes per operating reviewRead CRM reports and run an operating review
You can explain each report and reproduce its visible context accurately. CRM report export is not available. CRM report drill-through is not available.
Open guideTroubleshooting
Diagnose unexpected states and recover safely.
How to use this section
Start with the task that matches the result you need. Each guide states the required role, prerequisites, current interface labels, expected outcome, and recovery steps. Only customer-visible production workflows are included.