CRM & Sales

Introduction

CRM in Smart Business 360 covers lead capture, qualification, customer conversion, pipeline stages, follow-ups, and a shared Leads Inbox for WhatsApp, Messenger, and Instagram Direct.

Note

Screens and fields vary by company, module entitlement, and role.

In this section

CRM Overview — workflow, inbox, lead capture, and scoring
Leads
Customers
Sales Pipeline
Follow-ups

Existing detailed guides

Leads Inbox Overview
Chat to Lead Conversion
Lead Management Guide
Shared Team Inbox
Leads Inbox product page

FAQ

Where do I find CRM & Sales in Smart Business 360?

Open the CRM & Sales area from the main navigation and use the screens referenced in this article.

Why can I not access this feature?

Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.

Introduction

In this section

Existing detailed guides

FAQ

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CRM & Sales

Introduction

In this section

Existing detailed guides

FAQ

Related articles

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