---

CRM Guide

---

1️⃣ Adding Contacts

• All contacts (existing or new potential clients) should be added to the CRM.

• Every client will have just one contact in CRM, which can change type depending on the current situation.

---

2️⃣ Interaction Tracking

• Notes for all client interactions should be added to their CRM contact.

• Attach files & offers related to the client.

• Add Follow-up processes to ensure clients are engaged.

• Categorize clients based on multiple points.

• Help personalize contact with clients.

---

3️⃣ CRM Contact Concept 

• Contact Types:

  • Contacts: All existing clients in WHMCS or other leads/potential clients.

  • Leads: Contacts engaged with us, even if no account exists in WHMCS.

  • Potentials: Contacts who have made orders.

How it Works

Situation 1: Existing client asking about new service

• Contacts → Leads (with Follow Up)

• Leads → Potential (if order made)

• Leads → Contacts (if no order in 30 days)

• Potential → Contacts (if order ignored for 30 days or payment completed)

Situation 2: New client inquiring

• Create new contact → Leads

• Leads → Potential (if order made)

• Leads → Contacts (if no order in 30 days)

• Potential → Contacts (if order ignored for 30 days or payment completed)

---

4️⃣ Contact Status

• New: Client with no active services.

• Active: Client exists in WHMCS & CRM.

• Closed: Client had services but is now inactive.

---

5️⃣ Contact Priority (Based on Annual Order Value)

---

6️⃣ Contact Labels

• Contacted: Client contacted by Sales Agent

• Qualified: Client reacted to contact

• Order Made: Client made an order

• Won: Client paid for the order

• Lost: Client didn’t make an order or didn’t pay in 30 days

---

📸 Screenshots