Complete CRM user guide

Use these articles for Zbix CRM 1.2.0. Review each procedure’s prerequisites and qualification before acting.

• Read the Overview dashboard — Prioritize work and review sales performance with a consistent date, owner, team and currency context.
• Manage your daily Workqueue — Review pending work, complete finished activities and move appointments deliberately.
• Record tasks calls and meetings — Keep the outcome and next action alongside the customer relationship.
• Plan meetings in Calendar — Plan and review appointments without confusing private mailbox events with shared CRM records.
• Review notifications and scheduled jobs — Acknowledge reminders and inspect the status of scheduled work.
• Create and send Email Activities — Send a reviewed message and understand the difference between a draft, a queued request and provider acceptance.
• Reuse email templates — Prepare consistent follow-up messages while reviewing each customer-specific result.
• Manage Leads — Qualify prospects, capture contact context and keep a clear follow-up before conversion.
• Convert a qualified Lead — Move a qualified prospect into the customer and opportunity records used for ongoing sales.
• Manage Accounts — Maintain the organizational relationship that links people, opportunities and commercial transactions.
• Manage Contacts — Keep the right person connected to the right organization and opportunity.
• Manage Deals and pipeline stages — Keep opportunity value and stage aligned with actual sales progress.
• Maintain the Products catalog — Avoid inconsistent item naming and provide a controlled catalog for quotation preparation.
• Configure and use Price Books — Maintain standard and negotiated customer pricing without changing historical documents.
• Prepare and manage Quotes — Prepare a customer offer, obtain approval where required and preserve the accepted version for order conversion.
• Create and progress Sales Orders — Move an accepted quotation into fulfillment and create the invoice from a controlled order.
• Issue Invoices and record payments — Review an invoice, issue its controlled number and record a payment reference without treating the CRM as a bank settlement service.
• Analyze performance with Reports — Answer a sales-performance question with consistent scope and currency definitions.
• Create and share Saved Reports — Reuse a consistent sales question and share its definition with the appropriate audience.
• Attach and retrieve record files — Keep supporting customer files associated with the right record and understand quarantine status.
• Contracts — Use a Contract to turn a won Deal’s revenue plan into a controlled agreement, or to record a direct agreement for an existing customer. Draft creation and activation are separate actions.
• Recurring Billing — Use this module for recurring customer services, including fixed terms and ongoing agreements, with explicit billing and lifecycle controls.
• Billing Runs — Use this list to trace recurring billing, inspect failures and queue eligible work without creating an unrelated duplicate invoice.
• Recurring Revenue — Use the dashboard for sales and renewal planning. It is a management projection, not an accounting revenue-recognition engine.
• Revenue Settings — Use this page to align new agreements with organization policy while retaining explicit agreement-level billing and renewal decisions.