QCRM Getting Started And Navigation Guide

Overview

Help new users understand where work starts and how QCRM groups customer, sales, service, analysis, and setup areas.

Main purposeHelp new users understand where work starts and how QCRM groups customer, sales, service, analysis, and setup areas.

Important areasDashboard, left menu sections, quick actions, lists, detail pages, create and edit pages.

Business valueUsers reach the correct screen faster and follow one consistent workflow across all modules.

Common Path: QCRM > Dashboard and sidebar menu

Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.

QCRM opens on the dashboard, where daily work queues and summary cards show what needs attention.
The sidebar groups related work into Sales, Customers, Work, Service, Analysis, and Setup.
Most records follow the same pattern: open the list, search or filter, open a detail page, then create or edit when needed.

Area	What It Is Used For
Dashboard	Shows daily priorities, open pipeline signals, and recent activity.
Sales	Contains leads, deals, pipeline, quotes, and orders.
Customers	Contains companies and contacts.
Work	Contains tasks, calls, and calendar.
Setup	Contains preferences, users, numbering, product data, locations, and taxes.

Field Or Control	What It Means	When To Use It
Search and filters	Help narrow large lists by name, status, owner, date, or other visible columns.	Use before creating duplicates.
New button	Starts a new record for the current module.	Use only after checking whether the record already exists.
Edit button	Changes an existing record.	Use when you are responsible for the record or have permission.
Status badges	Show whether a record is open, active, completed, closed, or inactive.	Use them to prioritize follow-up.

Sign in and confirm you are in the correct company or tenant workspace.
Start from the dashboard and review tasks, leads, deals, cases, and recent activity.
Use the sidebar to open the feature area you need.
Search before creating a new customer, contact, item, or service record.
Open details before editing so you can review related comments, activity, and linked records.

Keep one browser tab on the dashboard if you switch between sales, support, and setup work often.
Use consistent customer names and email addresses so search and reporting stay useful.
If a menu item is missing, ask an administrator to review your role permissions.

If the page looks empty, clear filters or check whether your role has access to that record type.
If the browser asks about unsaved changes, review the form before leaving the page.
If a save fails, read the message near the Save button and correct the highlighted field.