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

# Introduction

## Overview of the Customer Relationship Management Module

The Customer Relationship Management (CRM) module provides tools to manage leads, sales opportunities, customer relationships, partner information, onboarding activities, and sales documentation. Supports the complete sales lifecycle from lead qualification through opportunity management, customer onboarding, and relationship tracking.

## Key Features of the Customer Relationship Management Module

<Columns cols={2}>
  <Column>
    <Card title="Leads" icon="user-plus">
      Manage lead records, track lead progress, and convert qualified leads into business opportunities.
    </Card>
  </Column>

  <Column>
    <Card title="Opportunities" icon="handshake">
      Manage sales opportunities throughout the sales pipeline, from qualification to closed outcomes.
    </Card>
  </Column>

  <Column>
    <Card title="Pipeline" icon="chart-line">
      Manage sales pipelines and revenue goals while monitoring opportunity progress and projected revenue.
    </Card>
  </Column>

  <Column>
    <Card title="Contact Management" icon="address-book">
      Manage customer contact information and maintain contact records associated with sales activities.
    </Card>
  </Column>

  <Column>
    <Card title="Partner Management" icon="users">
      Manage partner information and maintain business relationships associated with customers and opportunities.
    </Card>
  </Column>

  <Column>
    <Card title="Documents" icon="folder-open">
      Manage CRM-related documents and folders. Organize, upload, and maintain supporting sales documentation.
    </Card>
  </Column>

  <Column>
    <Card title="Onboarding Tickets" icon="clipboard-check">
      View and manage onboarding requests created from successfully won opportunities and track onboarding progress.
    </Card>
  </Column>
</Columns>

## Module Access

<Steps>
  <Step title="Select the Module Menu icon">
    <Frame>
      <img src="https://mintcdn.com/bizbone/3BvPU03mTm_6TIU5/images/Module-Menu.png?fit=max&auto=format&n=3BvPU03mTm_6TIU5&q=85&s=5a2b8a581849af05aa2fde51d766d9e6" alt="Module Menu" width="1562" height="122" data-path="images/Module-Menu.png" />
    </Frame>
  </Step>

  <Step title="Select the Customer Relationship Management Module">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CRM-Nav.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=e78ed3799ab7e415a1ae06d959fa0050" alt="CRM Nav" width="1350" height="1238" data-path="images/CRM-Nav.png" />
    </Frame>
  </Step>
</Steps>
