Key concepts
A handful of words run through all of Zinye CRM. Learn these and everything else clicks.
A lead is someone who has shown interest but isn’t a customer yet — a website enquiry, a contact from an event, or a referral. A lead is where you capture early interest and start a conversation. A lead holds one person.
A deal is a qualified opportunity you’re actively working to close. A deal usually starts life as a lead and is converted once you see real potential. Unlike a lead, a deal can have multiple contacts and a value, and it moves through your pipeline. Deals also track upsells, renewals, and repeat business with an organization.
Contact and Organization
Section titled “Contact and Organization”A contact is a person; an organization is the company they belong to. When you convert a lead, Zinye CRM can create the contact and organization for you (or link to existing ones), so your address book builds itself as you sell.
The pipeline
Section titled “The pipeline”Your pipeline is the journey a deal takes from “just started” to “won” (or “lost”), shown as a series of statuses (stages). Moving a deal along the pipeline is how you and your team see what’s close to closing and what needs a nudge. You can view your pipeline as a list or a Kanban board.
Activities
Section titled “Activities”Every lead and deal has an activity center — a single place that keeps the full context: the timeline of what’s happened, emails, team comments, call logs, tasks, and notes. Because it’s all on the record, anyone picking up the deal has the whole story.