In this SuiteDash 101: CRM video, I walk you through the CRM module step-by-step and show you how I think about organizing people so your workflows stay clean. The biggest thing you have to understand first is that Companies and Contacts are two separate entities. Companies let you attach a primary contact (and additional associated contacts), and that structure matters when you’re building automations, portals, and visibility rules. I also break down the three roles—lead, prospect, and client—so you can label people correctly based on where they are in your relationship (warm, in-estimate/proposal, or paying/active). From there, I get into Circles—because circles pretty much run this whole process. I show how to group contacts/companies for access, dashboards, portal pages, marketing audiences (yes, circles can sync into the Marketing module), and even LMS use. I also cover the “hidden” items like inactive contacts/companies, importing (why I import companies first), logs, and key CRM settings like company matching accuracy and salesperson visibility. Then we wrap with Deals and Pipelines for forecasting, plus CRM Events (not appointments—think reminders tied to dates with automations and generators). If you’re trying to get your client management under control and save time, this is the foundation.