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What the CRM Manages

The ParsaLink CRM is built around six core record types that represent the full lifecycle of a customer relationship:

Contacts

Qualified individuals — people you’ve spoken with or are actively working with, linked to accounts.

Leads

Unqualified prospects who haven’t yet entered your sales process. Leads convert to contacts when qualified.

Accounts

Companies and organizations. Contacts and opportunities are linked to accounts for a company-level view.

Opportunities

Deals in your pipeline. Each opportunity has a value, stage, and expected close date.

Cases

Support tickets and post-sale issues linked to accounts or contacts.

Proposals

Branded proposals sent to contacts, linked to opportunities. Track views and approvals.

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Dashboard Overview

The CRM dashboard is the first screen you see after logging in. It provides a real-time snapshot of your pipeline:
  • Recent Activity Feed — Shows the latest contact updates, stage changes, and notes across the team.
  • Pipeline Summary — Total opportunity value broken down by stage.
  • Leads by Status — A count of new, contacted, qualified, and nurturing leads.
  • Tasks Due Today — Any tasks assigned to you that are due today or overdue.
  • Recent Contacts — The last 5 contacts you viewed or updated.
You can customize which widgets appear on your dashboard by clicking Customize in the top-right corner of the dashboard page. The left sidebar contains the main navigation:
SectionWhat You’ll Find
DashboardOverview and recent activity
ContactsAll qualified contacts
LeadsProspect pipeline
AccountsCompany records
OpportunitiesDeal pipeline
CasesSupport tickets
ProposalsSent and draft proposals
CalendarEvents and scheduling
AutomationsWorkflow rules
EmailTemplates and send history
AI (Parsa)Chat assistant and analytics
SettingsWorkspace and user preferences

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How Records Connect

Understanding how records link to each other helps you get the most out of the CRM: 
Account (Company)
  ├── Contacts (People at the company)
  ├── Opportunities (Deals with the company)
  ├── Cases (Support tickets from the company)
  └── Proposals (Documents sent to the company)

Lead → Converted to → Contact + Account + Opportunity
When you convert a lead, ParsaLink can create all three linked records automatically, preserving the lead’s history and notes.

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Quick Actions

From any record list view, you can:
  • Search — Use the search bar at the top to find records by name, email, or company.
  • Filter — Click the Filter button to add field-based filters (e.g., stage = Proposal, assigned to = me).
  • Sort — Click any column header to sort ascending or descending.
  • Bulk Actions — Check multiple records to bulk-assign, bulk-tag, or bulk-delete.
  • Export — Export filtered results to CSV from the Actions menu.
Use the global search (Cmd/Ctrl + K) to find any record across all CRM modules from anywhere in the app.