## What you can do

- **Start the day with Today.** Each day, CRM builds a batch of leads to work, at the time you set. Log a call, write an email, or skip a lead for today.
- **See every lead.** **Leads** is a table you can filter, sort and page. **Pipeline** shows the same leads as a board by stage, and you move a lead by dragging it.
- **Keep a full record.** Each lead has its own page with its details, its stage and a rail of everything that happened.
- **Bring leads in.** Add a lead by hand, or import a CSV in three steps: match the columns, check the file, then run it.
- **Track referrers.** Keep a directory of who sends leads your way, and pick from it on any lead's record.
- **Look at the whole book.** **Insights** opens the Dashboard's figures and the referrer directory.

## One tenant at a time

CRM works inside the tenant you are acting in. Its leads, referrers and settings belong to that tenant.

New here? Start with [Getting started with CRM](/apps/crm/support/getting-started), or read the [CRM FAQ](/apps/crm/faq).