Welcome

Welcome to the CRM Edge documentation. The docs are organised into four areas:

• Get Started — first login, profile setup, and a tour of the dashboard. Read this first.
• Workflows — step-by-step playbooks for getting real tasks done end to end, organised by the role you play (Agent, Sales Manager, Compliance, Finance, Admin/Owner).
• Reference — every screen and every setting, documented in detail. Use it to look something up.
• Concepts — short explanations of how the system works under the hood (how leads move through pools and stages, how approvals flow).

Whether you are an agent, manager, or administrator, this documentation will serve as your go-to resource for mastering the CRM and ensuring smooth, productive operations.

This guide will walk you through getting started — logging in, resetting your password, exploring the dashboard, and setting up your personal profile. From there you will learn how to work with leads: finding and reviewing lead profiles, performing daily actions, and navigating the Summary, Activities, Call History, Compliance, and Miscellaneous tabs.

For managers and supervisors, the docs cover handling complaints, reviewing agent calls, managing retired leads, and monitoring performance using the reports dashboard — tools designed to support motivation, performance tracking, and quality control across your team.