====== CRM — Leads & Contracts ======
**Section:** CRM\\
**Updated:** 2026-05-05

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===== 1) Overview =====

The **CRM module** manages the pipeline from first contact (Lead) through to a signed agreement (Contract).

Navigate to **CRM** in the sidebar to access **Leads** and **Contracts**.

> **[[ SCREENSHOT: CRM section of the sidebar — Leads and Contracts links ]]**

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===== 2) Leads =====

Navigate to **CRM → Leads**.

A **Lead** is a prospective contact that has not yet converted into a formal partner or contract. Leads move through a status pipeline managed by the sales team.

> **[[ SCREENSHOT: Leads list — table with columns: Updated, Name, Type, Owner, Status badge, Action ]]**

==== Leads List ====

**Columns:**

| **Column** | **Description** |
| Updated | Date the lead record was last changed |
| Name | Lead's full name (and company if applicable) |
| Type | Lead type / classification |
| Owner | The NVG team member responsible for this lead |
| Status | Current pipeline stage (badge) |
| Action | Buttons to view, edit, or manage the lead |

**Filters:**

  * **Search** — free text by name or company
  * **Status** — filter by pipeline stage
  * **Owner** — filter by team member responsible
  * **Language** — filter by the lead's communication language

> **[[ SCREENSHOT: Leads list — Status filter dropdown open showing all pipeline stages; Owner filter showing team member names ]]**

==== Lead Status Pipeline ====

Leads move through the following stages:

| **Status** | **Meaning** |
| NEW | Just created, not yet assigned |
| CLAIMED | A team member has taken ownership |
| ASSIGNED | Formally assigned |
| CONTACTED | First contact has been made |
| FOLLOWUP | Awaiting a follow-up |
| SCHEDULED | Meeting or call scheduled |
| CONVERTED | Lead has been converted to a partner / contract |
| CLOSED | Lead closed without conversion |

> **[[ SCREENSHOT: Lead row — Status badge visible (e.g. "CONTACTED" in a coloured badge) ]]**

==== Creating a Lead ====

Click **"Add Lead"** (or the equivalent button available on your access level) to open the lead creation form.

> **[[ SCREENSHOT: Add Lead form — name, email, phone, type, owner, language fields ]]**

==== Lead Detail ====

Clicking a lead opens its full detail view with all contact information, status history, and activity log.

> **[[ SCREENSHOT: Lead detail page — name, contact info, status badge, and activity/notes section ]]**

==== Access Control ====

  * Users with ''leads:*'' access see all leads in the system.
  * Users with ''leads:own'' access see only leads where they are the **Owner**.
  * The **Owner** filter in the list allows team leaders to view a specific team member's leads.

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===== 3) Contracts =====

Navigate to **CRM → Contracts**.

A **Contract** is a formal agreement between an NVG tenant and a business partner, with its own lifecycle from draft through to activation.

> **[[ SCREENSHOT: Contracts list — table with columns: Number, Business Partner, Type, Created, Status badge, Actions ]]**

==== Contracts List ====

**Columns:**

| **Column** | **Description** |
| Number | Unique contract reference number |
| Business Partner | The external party to the contract |
| Type | Contract type (configured per NVG use case) |
| Created | Date the contract record was created |
| Status | Current lifecycle stage (badge) |
| Actions | View, edit, and manage buttons |

**Filters:**

  * **Search** — by contract number or partner name
  * **Status** — filter by: Draft, Pending, Signed, Active

> **[[ SCREENSHOT: Contracts list with Status filter set to "Active" — only active contracts shown ]]**

==== Contract Status Lifecycle ====

| **Status** | **Meaning** |
| DRAFT | Contract is being prepared |
| PENDING | Awaiting review or signature |
| SIGNED | Signed by all parties |
| ACTIVE | Contract is live and running |

==== Creating a Contract ====

  - Click **"Add Contract"** in the top-right of the contracts list.
  - Fill in the contract details (partner, type, dates, etc.) in the form.
  - Save.

> **[[ SCREENSHOT: Add Contract modal — partner selector, type, date fields, Save button ]]**

==== Contract Detail ====

Opening a contract shows its full detail: partner, type, all dates, status, and linked documents. From here you can change the status, view linked invoices, and access generated document files.

> **[[ SCREENSHOT: Contract detail page — number, partner name, type, status badge, date fields, action buttons ]]**

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===== 4) Common Tasks — Quick Reference =====

| **Task** | **Steps** |
| Find a lead by name | CRM → Leads → type in Search box |
| See only your own leads | CRM → Leads → Owner filter → select your name |
| Change a lead's status | Lead detail → change Status field → Save |
| Create a contract | CRM → Contracts → Add Contract → fill form → Save |
| Filter contracts by status | Contracts list → Status dropdown → select stage |
| Open a contract | Contracts list → click row or view button |