Home
Back to docs

Customers & Leads

Leads, contacts and customers are three different records, plus tasks and a calendar; Iranian format checks apply only in the Farsi admin, and the dashboard's "Today's tasks" is not limited to today.

This area holds the people you sell to, and the work around them: leads, contacts, customers, tasks and a calendar.

Three records that are easy to mix up

A lead is someone who is not a customer yet: an inbound enquiry, a submitted form, a phone call. Leads are deliberately light.

A customer is the central record. Invoices, estimates, store orders, bookings, support tickets and portal access all attach to a customer, never to a lead or a contact. Converting a lead lands here.

A contact is a person who works for, or is associated with, a customer: the platform's phone book. One customer can have several contacts.

Every customer, whether a business account, a store buyer or someone who signs in to the portal, has one record. Business details and the portal account live together on it.

Format checks follow the admin language

Iranian format rules (mobile 09xxxxxxxxx, 10-digit national ID and postal code, the 31-province list) are enforced only when the admin panel is in Farsi. In another language those fields accept any value, whatever the country of the data. Email syntax is always checked.

Duplicates

A phone or email already in use blocks saving. Leads are compared with active leads only (not customers or contacts); customers with other live customers; contacts with active contacts (mobile, email and national ID). Deleted rows are ignored, so trashing a lead frees its phone and email, which can later block restoring it. Messages for customers and contacts do not say which field clashed.

Trash

Leads, contacts, tasks and calendar events go to a Trash first and can be restored. Permanently deleting is a separate permission. Customers have no Trash: deleting is permanent and is refused while invoices, orders, tickets, subscriptions or wishlist items reference them, so use Deactivate instead.

The dashboard

The CRM page opens with cards you choose and arrange yourself (saved per person). Defaults: total leads, customers, contacts and open tasks, plus bookings if that module is installed. Each card needs the matching read permission. Below are panels: a lead pipeline by status, "My recent activity", recent customers and contacts, and booking appointments. "Today's tasks" is not limited to today: it shows the 8 most recent tasks in your scope, done ones included. Quick-access tiles are shortcuts you can customise.

Permissions

The Admin role has every CRM permission; the Editor role has none, so editors see no CRM until it is granted. Reading tasks is narrower than the rest: without the "read all tasks" permission a person sees only tasks they created or were assigned. Editing a task needs being its creator or the "manage all tasks" permission. Some actions (task deletion, creating and deleting leads and contacts) are plan features and show a lock when your plan lacks them.

LeadsA lead has three states and several sources; converting opens a review form, creates a customer and leaves the lead, and form-created leads can silently fail.CustomersOne record holds the business details and the portal account; customers cannot be trashed, only deactivated or, if nothing references them, deleted, and merges happen without staff.ContactsA contact is a person, not an account; mobile or email is required, linking to a customer is optional, and trashing keeps the link.TasksNot seen" clears only when the assignee opens the task; a task needs a future deadline, tasks are scoped to their people unless you may read all, and there are no reminders.CalendarThe calendar shows only events created in it, not task deadlines or bookings; delete goes to the Trash, cancelled events stay visible in red, and there is no per-person filter.

How do I…

How do I add a lead?Record a prospect by hand, with the minimum details needed to reach them.How do I convert a lead into a customer?Turn a lead into a customer record through a pre-filled review form; the lead stays as history.How do I add a contact and link it to a customer?Add a person to the phone book and attach them to a company customer with a position.How do I add a customer?Create an individual or company customer, with at least a name and a way to reach them.How do I invite a customer to the portal?Email a register link to a customer, with an expiry, and find them under the Invited tab.How do I find a customer?Use the filters, since there is no single search box, and remember invited customers are in their own tab.How do I stop dealing with a customer without deleting them?Deactivate the customer, because deleting is permanent and is refused while other records reference them.How do I assign a task to a colleague?Create a task with an assignee and a future deadline, or reassign one in bulk.How do I see my tasks and clear "not seen"?Open each assigned task to mark it seen, and use the filters to find yours.How do I add an event to the calendar?Create a meeting or reminder, link a contact and a colleague, and know what the calendar does not show.How do I restore something I deleted?Open the Trash tab, restore the item, and know why a restore can be refused.How do I customise my CRM dashboard?Choose the KPI cards and shortcuts you see; the setting is yours alone.