CRM¶
The CRM module helps track customer relationship work and support activity.
Before you start¶
- Confirm customer and contact records exist.
- Confirm the support or sales role has access.
- Confirm categories are ready if you use support routing.
Main routes in the app¶
| Route | Purpose |
|---|---|
opportunity |
Track sales opportunities |
support-category |
Define support categories |
user-support |
Manage support tickets or requests |
Related pages¶
Support category¶
Support categories help classify service requests. They make it easier to route and report support work.
User support¶
User support records are used to track requests, issues, and communication history.
Opportunity in CRM¶
CRM and sales overlap here. The opportunity flow keeps the customer record, stage, probability, and follow-up work together.
Example¶
A support issue can be logged, categorized, followed through, and later referenced by the support team or sales team.