Working in the CRM¶

Your workspace has several modules, in the sidebar. Here's what each one does - for the full detail, see Features.

Main¶

Dashboard - overview: KPIs, revenue, pipeline, shortcuts.
Companies - entities with tax data (NIPC, CAE, address).
Contacts - the people (customers), linked to companies.
Products - catalogue (family → subfamily → item).
Proposals - pipeline in Kanban; export each proposal as a PDF A4.
Calendar - calendar and tasks.

Marketing & Analysis¶

Campaigns - marketing by segment (with a per-persona generator).
Email - compose and track emails (opens/clicks).
Analytics - funnel, conversion, CAC, LTV, lead scoring.

Compliance¶

GDPR - consents, data subject requests, RoPA, breaches. See GDPR & Pedagogy.

Tips¶

Experiment without fear

You're in your sandbox. Create, edit and delete freely - nothing affects your colleagues. To restore the sample data, there's a button in Settings → Data & backup.

Learning tooltips

Notice the ⓘ icons next to various titles - they explain the concept and point to the relevant UFCD slides.