Finding your way around
This page shows you how Zinye CRM is laid out so you can work the way you think.
Leads and Deals
Section titled “Leads and Deals”The two screens you’ll live in are Leads and Deals, reachable from the menu. Each shows your records and lets you filter, sort, and search.
List or Kanban — your choice
Section titled “List or Kanban — your choice”Both Leads and Deals can be shown two ways:
- List view — a table with the key columns (name, organization, status, email, phone, who it’s assigned to, last update). Best for scanning and bulk work.
- Kanban view — cards in columns, one column per status. Best for seeing your pipeline and dragging a deal forward as it progresses.
Switch between them with the view toggle, and filter, sort, and search from either.
Inside a record
Section titled “Inside a record”Open any lead or deal and you’ll see a consistent layout:
- On the right — the contact and organization details.
- On the left — the activity center, with tabs for the timeline, emails, comments, calls, tasks, and notes. This is where the full history of the relationship lives.
Create a record
Section titled “Create a record”Click + Create (top right) on the Leads or Deals screen to add a new one.