> ## Documentation Index > Fetch the complete documentation index at: https://docs.outfiqe.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting started with the CRM > What the Brand CRM is, how your team gets in, and finding your way around. The [Brand CRM](https://docs.outfiqe.com/glossary.md#brand-crm) is where your team keeps track of the people around your brand: the [muses](https://docs.outfiqe.com/glossary.md#muse) who sell your pieces, the shoppers who buy them, and the shops and partners you're talking to. It also holds your sales, your support tickets, and your team's to-do list. It sits next to your brand dashboard, not inside it. Your brand dashboard is for running your shop: products, orders and your wallet. The CRM is for the relationships behind it. ## How your brand gets a CRM You can't sign up for the CRM yourself. Our team sets it up for your brand. Contact us through **Support** in your brand dashboard to ask for one. **1. We set it up** Our team creates your CRM and links it to your brand, so your muses and shoppers show up in it straight away. **2. Accept ownership** The first person we invite sees a message at the top of the CRM saying we've set it up for your organization, and asking them to accept it. Choose **Accept** to become the owner. The owner can invite the rest of the team and manage the plan. **3. Invite your team** Add everyone who'll use it. See [your team, roles and audit log](https://docs.outfiqe.com/crm/team.md). ## Joining from an invite When someone invites you, you get an email with a link to your CRM. **1. Open the link in the email** It opens a page called **CRM invite**. **2. Create your team account** If you're new, fill in your name, phone and a password, then choose **Create account & join**. If you already have a team account, you're added straight away. Choose **Go to CRM**. **3. Bookmark the address** Your CRM has its own web address, made from your organization's name. It's the one in your invite email. Bookmark it and sign in there next time. > [!NOTE] > > The CRM uses a separate team account. You can't join with an email that already has a shopper, muse or brand account. If you see "That email already belongs to a non-staff Outfiqe account and can't be added as staff.", ask to be invited with a different email, like a work address. ## The Overview page Every visit starts on **Overview**. At the top you'll see your organization's name and, during your trial, when it ends. * **Needs attention today**: the things most likely to slip, like overdue tasks. Choose one to go straight to it. * **Quick actions**: **New contact**, **New opportunity**, **New ticket** and **New task**, without leaving the page. * **The figures**: sales in progress, open opportunities, won value, open tickets, average time to solve, and tasks due or overdue. Each one opens the page behind it. * **Activity** and **Sales value by stage**: what your team logged over the last 30 days, and where the money in your sales sits. Further down are your team's members and the invite form. ![The CRM Overview with Needs attention today showing 2 overdue tasks, the Quick actions buttons, and six figure cards for sales, opportunities, tickets and tasks](https://mintcdn.com/outfiqe/52E3Y67U6QKXPS3R/images/crm/overview.webp?fit=max\&auto=format\&n=52E3Y67U6QKXPS3R\&q=85\&s=d43b52a4c06533b714d63a09ed19486e) Needs attention today is the first thing to check each morning. To see the main parts pointed out one by one, choose **Take the tour** at the top right. ## Finding your way around | Page | What it's for | | - | - | | **Overview** | What needs doing today, and how things stand. | | **Partners** | Muses who promote your brand, and the sales they bring in. | | **Customers** | Shoppers who've bought from your brand. | | **Contacts** | People you're talking to who haven't bought yet. | | **Sales board** | Every sale your team is working on, stage by stage. | | **Tasks** | Your team's to-do list. | | **Customer tickets** | Problems and requests from your customers. | | **Reports** | How sales and support are going over time. | | **Roles** | What each person on your team can see and do. | | **Audit** | A record of changes to your team, roles and billing. | | **Billing** | Your plan, seats and invoices. | You only see the pages your role allows. If one is missing, ask the owner or an admin. ## Search everything at once Type in **Search people, sales and tickets…** at the top of every page. Results are grouped by type, so you can jump straight to a contact, an opportunity or a ticket. ![The CRM search box with a name typed in, and a result under Contacts showing the person and their company](https://mintcdn.com/outfiqe/52E3Y67U6QKXPS3R/images/crm/search.webp?fit=max\&auto=format\&n=52E3Y67U6QKXPS3R\&q=85\&s=d6937c1e3fb07d1b7b81658ac2f0dbc8) Results show as you type, grouped by type. ## Everything is connected Every person, opportunity and ticket has its own page. Each page shows the other records linked to it: the same person's opportunities, tickets and open tasks, plus a **Timeline** of everything your team has logged. Choose any linked record to open it. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.