> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/crm.md).

# CRM

## 1 What is CRM

CRM is an abbreviation for Customer Relationship Management. In e-office, it is a module that assists in effectively managing interactions with customer and potential customer.

## 2 Terms

### 2.1 Leads 

Lead refers to a potential customer who has shown interest in a product or service.

### 2.2 Opportunity 

Opportunity refers to a potential sales deal or a chance to engage a customer that could lead to a sale. It involves identifying customers who have shown interest in a product or service, thus creating a possibility for future business.

### 2.3 Contact Log 

A Contact Log is a record-keeping tool used by salespeople to document their interactions with customers. It helps track communications, follow-ups, and the status of customer relationships.

## 3 CRM Module's functionality

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fqr3kKSNnowWAeFz7FmGs%2FCustomer%20Pool.png?alt=media&amp;token=dfca045b-7ed4-4992-a29c-8e7772db7fa6" alt=""><figcaption></figcaption></figure>