# CRM

Contacts, companies, leads and tasks, with a timeline on every record.

Open **CRM** in the sidebar. It has four pages: Contacts, Companies, Leads and Tasks.

## Contacts

The people you deal with. Open a contact to see their details, the companies they are
associated with, their bookings, their tasks and their activity timeline.

Fields are edited in place: click the value, change it, and it saves.

## Companies

The businesses you deal with. A company record shows its contacts, its leads and its own
timeline. A contact can be associated with more than one company.

## Leads

Open **CRM → Leads** for the pipeline. A lead can arrive three ways:

- Created by hand from the Leads page
- Captured from a form on your website (see the lead capture article)
- Created by Merlin AI when you ask it to

Open a lead to see and edit its detail, and to move it through the pipeline. Leads carry their
own tasks and activity timeline.

## Tasks

Open **CRM → Tasks** for everything outstanding. A task can be attached to a contact, a lead
or a company, and it also appears on that record. Mark a task complete from either place.

## Activities

Every record keeps a timeline of what has happened to it. Activities are logged automatically
as records change, and you can log one by hand to record a call or a meeting.

## Custom fields

If the standard fields do not cover something you need to track, an administrator can define
custom fields under **Settings → Custom fields**, choosing which record types they apply to.
Once defined, they appear on those records alongside the standard fields.