> For the complete documentation index, see [llms.txt](https://docs.xenoraa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xenoraa.com/xenoraa-help-center/crm-2.0-how-to-guides.md). # CRM 2.0 — How-To Guides ## CRM 2.0 — How-To Guides The CRM 2.0 module is the heart of Xenoraa. It manages your entire sales pipeline from the first enquiry through to a closed deal, and extends into project delivery, support cases, and customer service. This guide covers the most common tasks your sales team will perform every day. *** ### Managing Leads #### How do I add a new lead? 1. Go to **CRM → Sales → Leads** from the sidebar. 2. Click the **+ New Lead** button in the top-right corner. 3. Fill in the lead's name, company, email, phone, and source (e.g., Website, Referral, Cold Call). 4. Assign the lead to a team member using the **Assigned To** dropdown. 5. Set the **Lead Status** (New, Contacted, Qualified, Unqualified) and **Priority** (Low, Medium, High). 6. Click **Save Lead**. The lead will appear in your leads list and can be tracked through the pipeline. #### How do I convert a lead to a contact? Open the lead record and click the **Convert Lead** button at the top of the page. Xenoraa will automatically create a linked Contact, Account, and optionally a Deal from the lead data. You can review and edit the pre-filled fields before confirming the conversion. #### How do I bulk-import leads from a CSV file? Go to **CRM → Sales → Leads** and click **Import CSV**. Download the sample template, fill in your lead data following the column format, and upload the completed file. Xenoraa will validate each row and show you a preview before importing. *** ### Managing the Sales Pipeline #### How do I move a deal through pipeline stages? Open any deal record and use the **Stage** dropdown at the top to move it between stages: Prospecting → Qualification → Proposal → Negotiation → Closed Won / Closed Lost. You can also drag and drop deals on the **Kanban Board** view (`CRM → Sales → Deals → Board View`). #### How do I set a sales forecast target? Go to **CRM → Sales → Forecasts**. Click **+ New Forecast** and select the quarter (Q1–Q4) and year. Enter your **Target Amount** in Rs. As deals are closed, Xenoraa automatically updates the **Achieved Amount** and calculates your attainment percentage. #### How do I log a sales activity (call, meeting, email)? Open any Lead, Contact, Account, or Deal record and scroll to the **Activities** section. Click **+ Log Activity**, select the type (Call, Meeting, Email, Task), enter a subject and description, set a due date, and click **Save**. Activities appear in the record's timeline and in the **Calendar** view. *** ### Projects & Tasks #### How do I create a project for a client? Go to **CRM → Projects** and click **+ New Project**. Enter the project name, linked account/contact, start date, end date, and description. Once the project is created, you can add tasks, milestones, and track time logs against it. #### How do I track time spent on a project? Open a project and go to the **Time Logs** tab. Click **+ Log Time**, enter the date, hours spent, and a description of the work done. The project will automatically calculate total hours and cost based on your configured hourly rate. #### How do I manage support cases? Go to **CRM → Support → Cases**. Click **+ New Case** to log a customer support issue. Set the priority (Low, Medium, High, Critical), type (Technical, Billing, General), and origin (Email, Phone, Web). Assign it to a team member and track it through to resolution. When resolved, click **Close Case** and enter the resolution notes. *** ### Troubleshooting **Why can't I see a lead I just created?** Check the active filter on the Leads page. If a status or date filter is applied, your new lead may be hidden. Click **Clear Filters** to reset the view. **Why is the Kanban board not showing all my deals?** The Kanban board only shows deals in active pipeline stages (Prospecting through Negotiation). Closed Won and Closed Lost deals are excluded from the board view by default. Use the **List View** to see all deals including closed ones. **How do I delete a lead or contact?** Open the record and click the **Actions** menu (three dots) in the top-right corner. Select **Delete**. Note that deletion is permanent — consider changing the status to "Unqualified" or "Inactive" instead to preserve the history. --- # Agent Instructions This documentation is published with GitBook. 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