Switch CRM on and a CRM Management group appears in the sidebar, between Donations Management and Marketplace Management:
- Pipeline board — the group's landing page: a pipeline drawn as columns of stages, one card per opportunity.
- Opportunities — the pipeline records.
- Leads — intake, held apart from the pipeline.
- Parties — the register of organisations and people, with their contacts.
- Campaigns — your register of marketing campaigns: what each one cost and the outcomes that ran alongside it (§3.9).
- Signals — the inbox: orders, abandoned carts and campaign activity arriving from your channels, each with where it came from and what it started.
Two setup screens live with the other modules' setup, under System Setup → CRM: Pipelines (your pipelines and their stages) and Signal rules (which kinds of signal start a lead, and from what value).