CRM HOME
Product groups
Select a product group. Its enquiry rooms remain separate.
PRODUCT GROUP
Open a room to use its CRM workspace.
Needs attention firstUnsorted enquiries whose state must be reviewed
CRM HOME
Select a product group. Its enquiry rooms remain separate.
PRODUCT GROUP
Open a room to use its CRM workspace.
Sales overview
Open the complete room list or its unallocated enquiries
Follow-ups that should be handled first
Active enquiries by stage
Enter a complete customer name, 10-digit mobile number or complete email, then press Enter. No suggestions are shown while typing.
Deleted enquiries remain here for 30 days before automatic removal.
Open a person’s customer records for this room.
Accounts, passwords and room access groups.
Add a child enquiry room for one active salesperson.
Choose the people and rooms for each group.
Review personal devices using your CRM account
Extra protection for administrator accounts using an authenticator app