{"id":729,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-overview\/"},"modified":"2026-10-12T15:08:40","modified_gmt":"2026-10-12T20:08:40","slug":"crm-overview","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-overview\/","title":{"rendered":"Get around the CRM"},"content":{"rendered":"

What it is<\/h2>\n

The CRM is where the people you talk to live after a call: their record, notes, tasks, deals, appointments and messages. It comes with every plan.<\/p>\n

Across the top you see six numbers: Total contacts, Active pipeline, Tasks due, Hot leads, Closed deals and Added this month. Under them is a note if more records are still sitting on your calling lists.<\/p>\n

Where to find it<\/h2>\n

CRM in the left menu. The CRM menu then lists its rooms in groups.<\/p>\n

Steps<\/h2>\n
    \n
  1. Click CRM<\/strong> in the left menu. It opens on Contacts<\/strong>.
    \n
    \"Click
    Click CRM in the left menu<\/figcaption><\/figure>\n<\/li>\n
  2. Use the CRM menu to move between rooms. People holds Contacts and Smart Lists. Work holds Inbox, Tasks, Deals and CMA. Schedule holds Calendar, Appointments, Availability and Booking Pages. Library holds Templates, Files, Fields, Lead Sources and Brand Kit. Automation holds Automations, Sequences, Playbooks and Lead Intake. Maintenance holds Duplicates and Recycle Bin.
    \n
    \"The
    The CRM menu groups its rooms. Click a group name to open it<\/figcaption><\/figure>\n<\/li>\n
  3. To leave the CRM, click RealDialer<\/strong> at the top of the CRM menu.
    \n
    \"Back
    Back to RealDialer leaves the CRM; Alerts shows missed calls and replies<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • Owners and managers see every contact on the account. Agents see the contacts assigned to them, and anything an agent creates is assigned to them.<\/li>\n
    • On a phone or narrow window, the rooms show as tabs across the top instead of a menu.<\/li>\n
    • Some rooms are read only for agents. Building automations, sequences, playbooks, lead intake URLs, fields and lead sources is for owners and managers.<\/li>\n
    • The Alerts bell above the numbers shows missed calls, voicemails and replies.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      The CRM is where the people you talk to live after a call: their record, notes, tasks, deals, appointments and messages. It comes with every plan.<\/p>\n","protected":false},"featured_media":1991,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-overview","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The CRM is where the people you talk to live after a call: their record, notes, tasks, deals, appointments and messages. It comes with every plan.","footnotes":""},"rd_doc_category":[19],"class_list":["post-729","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/729","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/729\/revisions"}],"predecessor-version":[{"id":1994,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/729\/revisions\/1994"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1991"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=729"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}