> 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