My CRM — User Guide

My CRM — User Guide

The CRM lets you manage your business customers, track deals, and log interactions — all in one place. Available on Growth, Enterprise, and Industrial plans.

Key Concepts

• Account — A company or organization you do business with.
• Contact — A person at an account (can be linked to your personal Contacts app).
• Deal — A sales opportunity with a stage (Lead → Qualified → Proposal → Negotiation → Won/Lost).
• Activity — A logged interaction: call, email, meeting, or note.

Pipeline View

Visit /crm/pipeline/ to see all your deals arranged in a kanban board by stage. Each column shows deals at that stage with their value.

Note: This is NOT OrbitingFox's Support Portal

The CRM is for you to manage your own customers. To contact OrbitingFox support, use the Support Portal.