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

# CRM Overview

> A tour of the ParsaLink CRM — what you can manage, how the modules connect, and how to navigate the interface.

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  >
    CRM OVERVIEW
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  <p style={{ margin: 0, fontSize: "16px", lineHeight: "1.9", color: "#FFFFFF", maxWidth: "760px", position: "relative" }}>
    A tour of the ParsaLink CRM — what you can manage, how the modules connect, and how to navigate the interface.
  </p>
</div>

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  Core Modules
</div>

## What the CRM Manages

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>
  The ParsaLink CRM is built around six core record types that represent the full lifecycle of a customer relationship:
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>
  <CardGroup cols={3}>
    <Card title="Contacts" icon="user" href="/crm/contacts">
      Qualified individuals — people you've spoken with or are actively working with, linked to accounts.
    </Card>

    <Card title="Leads" icon="user-plus" href="/crm/leads">
      Unqualified prospects who haven't yet entered your sales process. Leads convert to contacts when qualified.
    </Card>

    <Card title="Accounts" icon="building" href="/crm/accounts">
      Companies and organizations. Contacts and opportunities are linked to accounts for a company-level view.
    </Card>

    <Card title="Opportunities" icon="dollar-sign" href="/crm/opportunities">
      Deals in your pipeline. Each opportunity has a value, stage, and expected close date.
    </Card>

    <Card title="Cases" icon="life-ring" href="/crm/cases">
      Support tickets and post-sale issues linked to accounts or contacts.
    </Card>

    <Card title="Proposals" icon="file-contract" href="/crm/proposals">
      Branded proposals sent to contacts, linked to opportunities. Track views and approvals.
    </Card>
  </CardGroup>
</div>

***

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  Dashboard
</div>

## Dashboard Overview

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>
  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.
</div>

***

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  Navigation
</div>

## Navigation Guide

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>
  | Section           | What You'll Find               |
  | ----------------- | ------------------------------ |
  | **Dashboard**     | Overview and recent activity   |
  | **Contacts**      | All qualified contacts         |
  | **Leads**         | Prospect pipeline              |
  | **Accounts**      | Company records                |
  | **Opportunities** | Deal pipeline                  |
  | **Cases**         | Support tickets                |
  | **Proposals**     | Sent and draft proposals       |
  | **Calendar**      | Events and scheduling          |
  | **Automations**   | Workflow rules                 |
  | **Email**         | Templates and send history     |
  | **AI (Parsa)**    | Chat assistant and analytics   |
  | **Settings**      | Workspace and user preferences |
</div>

***

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  Data Relationships
</div>

## How Records Connect

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>
  Understanding how records link to each other helps you get the most out of the CRM:

  When you convert a lead, ParsaLink can create all three linked records automatically, preserving the lead's history and notes.
</div>

***

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  Productivity
</div>

## Quick Actions

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>
  * **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.
</div>

<Tip>
  Use the global search (Cmd/Ctrl + K) to find any record across all CRM modules from anywhere in the app.
</Tip>