<aside> <img src="/icons/gears_gray.svg" alt="/icons/gears_gray.svg" width="40px" /> Context: CRM stands for Client Relation Manager. The Sales team can use this page to manage client leads, create proposal and follow up with referrals.

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<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> SOP: CRM Tracker Overview

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Sales Pipeline

Note: Use the button below to capture new leads. Do not add them from the pipeline.

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Referrals - Create New Lead

Note: Create new leads by opening the pages below and following the same process as per the “Capture New Lead” button.

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Sales Calls

Note: Only meetings assigned to projects in the CRM (have a status of to-do) will show here.

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