1. What this page explains
How to use leads, clients, companies, contacts, pipelines, follow-ups, migration, TrialLock, ExtensionEngine and revenue tools.
2. Who this is for
Agency owners, sales staff, consultants, account managers and administrators using CRM Elite to manage business opportunities.
3. Before you start
Confirm edition, import requirements, pipeline stages, lead sources, user roles, follow-up rules, extension access and backup strategy.
4. Step-by-step instructions
Create leads, convert qualified records, attach contacts/companies, move deals through stages, log follow-ups, review revenue tools, run migration checks and manage extensions/redeem codes.
5. Common mistakes
Importing dirty data, skipping lead-source labels, not assigning follow-up owners, redeeming the wrong extension, treating trial access as a paid entitlement or failing to back up before migrations.
6. Troubleshooting
Use EGGY-DB-002 for migration database failures, EGGY-AUTH-003 for login issues and EGGY-EXT-006 for extension unlock issues.
7. Related articles
Sales SOP, migration wizard, ExtensionEngine, RevenueShield, DealPulse and follow-up workflow.
8. When to contact support
After exporting the error, CRM edition, extension name, data import format and screenshot.