--- title: CRM and Lead Management in Ressio description: Learn to use Ressio's CRM and Lead Management feature --- [Skip to content](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [General](https://help.ressiosoftware.com/feature-guides?hsLang=en#general) # CRM and Lead Management in Ressio ## Learn to use Ressio's CRM feature for efficient lead and sales process management. #### Benefits of the CRM feature in Ressio: - 🎯 Centralize sales opportunities and streamline lead management - 🧹 Filter spam leads and avoid unnecessary project clutter - 🔄 Easily customize statuses and sources for your workflow - 🗂️ Track, edit, and log activities across leads, customers, and projects - 👥 Improve team collaboration and visibility on progress --- #### Table of Contents [1. CRM Navigation and Layout](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#CRM-Navigation-And-Layout) [2. Using and Customizing the Leads Table](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#using-and-customizing-the-leads-table) [3. Managing Lead Details and Activities](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#managing-lead-details) [4. Creating and Handling Customers](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#creating-and-handling-customers) [5. Linking Leads with Projects](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#linking-leads) [6. CRM Settings and Form Customization](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#crm-settings) [7. Project CRM Activity Tab](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio#project-crm-activity-tab) --- #### CRM Navigation and Layout The Customers tab now appears as **CRM**, reflecting expanded capabilities. Select the CRM tab in the left-hand menu to open the new **leads table**. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/3d43597a-f710-473f-b395-ac1beeffa717.png) --- #### Using and Customizing the Leads Table The leads table offers a customizable view for tracking sales opportunities: **statuses**, **owners**, and **sources**. Each submission from your website’s lead intake form now creates a **lead** (not a project), allowing filtering and deletion before project creation, reducing clutter.  ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/28975448-52ae-4015-820b-98e641dbf7c4.png) From the Leads table, you can: - Delete or mark irrelevant leads (e.g., spam) without archiving projects. - Search, filter, and edit leads directly in the leads table. Double-select any cell to update details. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/ef668c7b-9a40-42fc-a6fe-ddc481f91de6.png) - Adjust lead and source statuses for your workflow: ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/4df1baf4-2b11-4f1a-afb8-13876a25a8ad.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/3ea11090-4c2d-4ff9-b86c-191a81fc293b.png) --- #### Managing Lead Details and Activities To manage lead details and activities, you can: Select any lead to link it to customers, or edit and update details directly:![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/ffab10f7-069e-4043-9bb3-53c21feca096.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/6b04c958-f29a-4c9e-a559-37791bcb6ea9.png) Mark a lead as spam to filter it from the main table:![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/166587fd-8582-4250-ac35-355a6cf67e81.png) Delete leads, deciding whether to remove associated customers or projects. Restrictions prevent removing customers with active relationships:![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/7518ccf7-4dc1-48ad-890d-09e5a5a940b4.png) Log activities related to sales calls, meetings, or emails for better team tracking:![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/6963aaa3-92e9-4753-892a-6250c521dbe3.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/743ea0c7-3eaa-4a96-9c57-45fafdbacef5.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/b0b99d85-f8af-4a22-ad7d-ff02bcaea10b.png) --- #### Creating and Handling Customers Open the **Customers** tab to access enhanced table views and quick editing features: ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/1fcc85be-bbaa-46d7-b3cf-99c5d15bbf03.png) View and edit customer details, update contacts, see associated leads and projects, or add new leads for existing customers: ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/916deb90-a972-4362-a874-cddd3b152e02.png) Log and link activities at the customer level, with optional association to specific leads or projects: ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/1ecd6222-3ae3-4a71-9601-7b8f73cc2307.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/8e5c709b-73f0-4d44-8c54-00ba0ab358b2.png) --- #### Linking Leads with Projects From any lead, start a new project or link to an existing one. Project creation pre-fills info from the lead for consistency. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/f6950801-cd6f-4618-bce7-fa332d79782e.png) This linkage ensures accurate tracking as leads convert into projects. --- #### CRM Settings and Form Customization Manage lead statuses and sources via CRM settings in Company Settings, which replaces the old Lead Intake form tab: ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/43c1bbda-6195-4986-ab8b-6310f1c221b9.png) Configure the Lead Intake form - set allowed domains, select fields, preview form, and get embed code: ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/995881ad-5439-4700-868f-64c13e5c4b13.png) Customize lead and prospect statuses; the first status in the list is the default for new leads.  ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/96ac35fe-20a6-444f-96a9-939caee75ce9.png)   ‼️The spam status remains non-deletable to support spam filtering. --- #### Project CRM Activity tab In any project, access the **CRM Activity** tab to see all related activity and log new project-specific actions:![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/ebcebc3c-0392-4c88-aa63-b12cbbeae35a.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/739042b2-4ce3-4b2e-872f-08d040fa8469.png) Link activities to leads or customers, creating a comprehensive view across relationships and project phases:![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/40ac2989-821c-4668-a111-f64222ad8b02/8e206744-2c87-4f08-85c9-dd63d56f1d64/images/de1a7c5b-eb81-4f5e-b111-bf5067cdd281.png)   --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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