A CRM record is a lead or activity linked to a customer. Open it from sidebar CRM > CRM (/crm-mains).
Create a record
- Click the add button (opens
/crm-mains/new). - Choose the Customer, enter the Subject, and pick Stage, Priority, Status, the seller and the dates.
- Save. Click a row to open the detail page.
Grid columns
| Column | Meaning |
|---|---|
| CRM No, Subject | Identification |
| Customer, Stage, Priority, Status | Classification |
| Activity Date, Due Date, Start/End Time, Duration | Scheduling |
| Completion, Label, Comment | Progress and notes |
On the detail page
- Mark Won and Mark Lost close the record.
- Convert to Contact and Convert to Ticket turn the record into a contact or a ticket.
- A Child Leads grid lists follow-up activities and the automatic stage-change entries (marked with a history icon).
Tips
- If your organization turns on owner-only editing (Settings, CRM), only the creator or the assignee can edit a record; administrators are exempt. Everyone can still view all records.
- Records also show in the Pipeline.