CRM — leads, accounts, opportunities and forecasting

CRM is where sales happens before there is anything to invoice: capturing leads, qualifying them into accounts (companies) and contacts (people), working opportunities through a pipeline, running campaigns, scheduling calls and meetings, and forecasting against quota. It has its own full-width frame; All Modules at the top of the rail returns you to the Workspace, and Account settings in the rail footer jumps to the main Settings module.

Rail: Home · Sales (Leads, Campaigns, Opportunities, Forecast) · People (Accounts, Contacts) · Analytics (Reports, Dashboards) · Schedule (Calendar, Activities, Calls) · My Jobs (Review Jobs, Approval Jobs, My Bookings). A search icon at the top finds leads, accounts, contacts and opportunities by name.