Create Your First Customer or Lead

Your CRM is where people you do business with live. Adding a lead or customer shows how a single record connects sales, delivery, support, and reporting — with nothing re-entered.

#Lead vs customer

A lead is a potential customer you are still working to win.
A customer is someone you are already doing business with.

A lead becomes a customer as the relationship progresses — the same record carries forward.

#Where CRM fits

Lead added

A new contact enters CRM.

Sales follow-up

Assigned and nurtured.

Project handoff

Won work becomes a project.

Support history

Questions tracked over time.

Reporting

Activity reflected in reports.

One record, many departments

The customer you add here is the same record used in projects, support, and reports. That connection is what makes a Business Operating System different from separate tools.