> ## Documentation Index
> Fetch the complete documentation index at: https://docs.majarrah.io/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Track every lead through a customizable pipeline.

## What Majarrah's CRM is

Every inquiry, viewing request, and phone reveal on your listings creates a **lead** in your CRM. From there, you drag it through a pipeline of stages — `New → Contacted → Qualified → Viewing → Offer → Won / Lost` by default — and keep every note, task, and follow-up in one place.

## Where leads come from

<CardGroup cols={2}>
  <Card title="Property inquiries" icon="message">
    Any buyer who asks a question on one of your listings.
  </Card>

  <Card title="Viewing bookings" icon="calendar">
    Booked visits become leads automatically.
  </Card>

  <Card title="Phone reveals" icon="phone">
    Every reveal is a lead — even if the buyer never calls, you know they're warm.
  </Card>

  <Card title="Manual add" icon="user-plus">
    Add walk-ins or off-platform leads yourself.
  </Card>
</CardGroup>

## Pipeline board

Open **CRM** in the sidebar for the kanban board. Drag leads between stages. Each card shows:

* Buyer name (or masked phone if they haven't shared it)
* Which listing they came from
* Days in current stage
* Next scheduled action

Click a card to open its full history — every message, note, task, and viewing.

## Notes and tasks

On any lead:

* **Notes** are free-form text visible to everyone on your team.
* **Tasks** have a due date and an assignee. Overdue tasks trigger notifications.

Both are searchable across the whole CRM.

## Assignment and roles

By default a lead is unassigned. You can:

* Assign it to a specific team member (only they get notifications)
* Leave it in the shared queue (everyone with the `agent` role can grab it)
* Auto-assign new leads via **Settings → CRM Rules** (e.g. round-robin, listing owner takes it)

## Won / Lost outcomes

When a deal closes, mark the lead **Won** and enter the sale price. When it dies, mark **Lost** and pick a reason from the dropdown — reasons feed your monthly analytics so you can see what's killing your pipeline.

<Note>
  Leads never leave your workspace even if a team member does. Removing an ex-employee reassigns their leads back to the shared queue.
</Note>