Quick Start Guide

Welcome to inspect.systems CRM! This tutorial will get you up and running with the basics in just a few minutes.

What you’ll learn

By the end of this tutorial, you’ll be able to:

• Navigate the CRM dashboard
• Switch between Pipeline and List views
• Understand the 4-stage sales process
• View contact details and lead scores

Prerequisites

• Access to inspect.systems CRM dashboard
• Basic familiarity with web applications

Step 1: Access your dashboard

1. Open your web browser
2. Navigate to your CRM URL (e.g., https://crm.pitch.l.inspect.systems)
3. You’ll see the main dashboard with key statistics at the top

![CRM Dashboard showing statistics for Total Contacts: 127, New Leads: 23, Contacted: 31, Qualified: 18, Closed: 55, This Month: 47]

Step 2: Understanding the dashboard statistics

The top of your dashboard shows six key metrics:

• Total Contacts: All contacts in your system (127)
• New Leads: Contacts that haven’t been contacted yet (23)
• Contacted: Leads you’ve reached out to (31)
• Qualified: Contacts ready for proposals (18)
• Closed: Completed deals (55)
• This Month: New contacts this month (47)

These numbers update automatically as you work with contacts.

Step 3: Navigate between views

Below the statistics, you’ll see two view buttons:

1. Pipeline View (default): Shows contacts organized by sales stage
2. List View: Shows detailed contact cards in a list format

Click between these buttons to switch views.

Pipeline View

• Shows 4 columns: New Leads → Contacted → Qualified → Closed
• Each contact appears as a compact card with:
  • Name and company
  • Date added
  • Lead score (85-95 range)
  • Status indicator

List View

• Shows full contact details including:
  • Contact information (email, phone)
  • Company and role
  • Original message from contact forms
  • Follow-up notes
  • Source tracking

Step 4: Understanding lead scores

Each contact has a lead score from 0-100:

• 85-89: Good potential
• 90-95: High-value prospects
• 95+: Premium leads

Higher scores indicate contacts more likely to convert to customers.

Step 5: Reading contact information

Click on any contact card to see details like:

• Phone: Direct contact number
• Company: Business name
• Role: Job title
• Source: How they found you (demo_request, contact_form)
• Message: Their original inquiry
• Notes: Follow-up information

What’s next?

You’re now familiar with the CRM basics! Next steps:

• Learn to move contacts through the pipeline →
• Set up your first contact →
• Understand the sales methodology →

Need help?

The CRM demo mode shows sample data. In production, you’ll see your real contacts and can make changes to move deals forward.