CRM Basics
Finding your way around the CRM
Every entry in the CRM menu and what it is for, so you know where to go before you know what each screen does.
Last updated September 2, 2026
The CRM has one menu down the left-hand side, in the order most people work: what needs doing, who you are working, and what you expect to win.
The main list
| Menu entry | What you use it for |
|---|---|
| Dashboard | The morning view: pipeline value, what is due today, what is overdue. |
| Active Leads | The people currently being worked. The shortest list a rep needs. |
| Contacts | Every contact, filtered and sorted however you like. |
| Companies | The businesses those contacts work for. |
| Enquiries | What arrived from your website and forms, waiting to be worked. |
| Tasks | Everything anyone has to do, with dates and owners. |
| Calendar | Meetings and callbacks, as a calendar rather than a list. |
| Opportunities | The deals in play, and what they are worth. |
| Call Lists | Structured outbound calling — a queue to work through. |
Reports
Activity Report is how much work is actually being done: calls made, emails sent, meetings held, per person, over a period you choose.
Tools
Merge Contacts finds people who have been entered twice and joins them back into one record. It appears in a tribe, because duplicates are almost always created inside one tribe.
Settings
| Entry | What it holds |
|---|---|
| CRM Settings | Everything the CRM is configured with: stages, statuses, lead sources, fields, and the rest. |
| Team Members | Who appears in the CRM for assignment, and the mailboxes linked to this tribe. |
Getting back to where you were
The breadcrumb across the top names the record you are on, so a deep link into a contact still tells you which company and which list you came through. Return To Tribe at the top of the menu takes you back out of the CRM altogether.