> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saphion.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM overview

> Customers, leads, opportunities and reporting in one product.

CRM keeps your customer relationships and your sales pipeline together. It is a product your Organisation holds, and an Admin gives people a seat so they can change its records. Sharing the product (View or Comment) lets others see them. Open it from the app switcher at the top of the sidebar.

CRM does not keep its own copy of your people. Its Companies and Contacts are the same records you find under **Contacts** in the Workspace, so a change made in one place is the change everywhere. See [Companies and people](https://docs.saphion.co.uk/work/companies-and-people.md).

## What is in CRM

CRM's own sidebar groups its places.

| Group | Places |
| - | - |
| **Overview** | **Sales performance**, the opening dashboard. |
| **Customers** | **Companies** and **Contacts**. |
| **Pipeline** | **Leads**, **Opportunities** and **Bids**. |
| **Work** | **Actions** and **Activity** for the Companies, Contacts, Leads and Opportunities. |
| **Reporting** | **Forecast** and **Pipeline changes**. |

## A lead's journey

1. A **Lead** is an enquiry you have not yet qualified. Work it through its statuses: New, Working, Qualified, Disqualified and Converted.
2. When it is real, choose **Convert**. It opens the New opportunity dialog. Converting links the Lead to its Company, creates the Contact under it and the Opportunity, and carries the Lead's conversation across. The Lead becomes **Converted**, with a **Converted to** line, and can no longer be changed.
3. An **Opportunity** moves through your pipeline until you mark it **Won**, **Lost** or **No bid**. See [Opportunities and pipeline](https://docs.saphion.co.uk/crm/opportunities-and-pipeline.md).
4. A won Opportunity can start a Project. Choose **Create project** on it.

## Reporting

* **Sales performance** shows how the pipeline stands.
* **Forecast** answers whether you will hit your target. See [Forecast](https://docs.saphion.co.uk/crm/forecast.md).
* **Pipeline changes** shows what moved in a period.

## Targets and settings

Sales targets are set on the [Forecast](https://docs.saphion.co.uk/crm/forecast.md), for the Organisation, for teams and for individuals, by an Organisation Admin, a Manager of CRM or, for their own team and its people, a team's owner. Everyone else can view them.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.