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worker","manual-book-on-book-off-user-guide","2026-07-21T13:52:21.746030Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":421,"title":422,"subTitle":423,"slug":424,"display_order":93,"status":26,"is_public":27,"updated_at":425,"author":63,"authorInfo":426,"assign_to":427,"module":428},"ce040d3e-7a6c-4941-b93e-a1b8b526eccd","How to Add a Worker in Arez","A step-by-step guide to creating a new worker profile in Arez","how-to-add-a-worker-in-arez","2026-07-21T13:51:12.956909Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":430,"title":431,"subTitle":432,"slug":433,"display_order":102,"status":26,"is_public":27,"updated_at":434,"author":63,"authorInfo":435,"assign_to":436,"module":437},"c3db0ab4-5c80-40a9-a16b-1561a7cc4bc5","How to Create, Assign, and Publish a Rota Using Arez Pulse","A step-by-step guide to creating rotas with Arez Pulse, assigning workers to shifts, and publishing schedules efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-07-21T13:55:42.120456Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":439,"title":440,"subTitle":441,"slug":442,"display_order":116,"status":26,"is_public":27,"updated_at":443,"author":104,"authorInfo":444,"assign_to":445,"module":446},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-07-21T13:50:36.984663Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":448,"title":449,"subTitle":450,"slug":451,"display_order":125,"status":26,"is_public":27,"updated_at":452,"author":63,"authorInfo":453,"assign_to":454,"module":455},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-08-14T20:21:22.617802Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":457,"title":458,"subTitle":459,"slug":460,"display_order":133,"status":26,"is_public":27,"updated_at":461,"author":63,"authorInfo":462,"assign_to":463,"module":464},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":466,"title":467,"subTitle":468,"slug":469,"display_order":142,"status":26,"is_public":27,"updated_at":470,"author":63,"authorInfo":471,"assign_to":472,"module":473},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":475,"title":476,"subTitle":477,"slug":478,"display_order":152,"status":26,"is_public":27,"updated_at":479,"author":63,"authorInfo":480,"assign_to":481,"module":482},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":484,"title":485,"subTitle":486,"slug":487,"display_order":161,"status":26,"is_public":27,"updated_at":488,"author":63,"authorInfo":489,"assign_to":490,"module":491},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":493,"title":494,"subTitle":495,"slug":496,"display_order":170,"status":26,"is_public":27,"updated_at":497,"author":63,"authorInfo":498,"assign_to":499,"module":500},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":502,"title":503,"subTitle":504,"slug":505,"display_order":506,"status":26,"is_public":27,"updated_at":507,"author":63,"authorInfo":508,"assign_to":509,"module":510},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site",17,"2026-08-03T13:01:37.667364Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":512,"title":513,"subTitle":514,"slug":515,"display_order":179,"status":26,"is_public":27,"updated_at":516,"author":63,"authorInfo":517,"assign_to":518,"module":519},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-28T06:27:19.478200Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":521,"title":522,"subTitle":523,"slug":524,"display_order":188,"status":26,"is_public":27,"updated_at":525,"author":63,"authorInfo":526,"assign_to":527,"module":528},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-20T19:53:39.122554Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":530,"title":531,"subTitle":532,"slug":533,"display_order":205,"status":26,"is_public":27,"updated_at":534,"author":63,"authorInfo":535,"assign_to":536,"module":537},"b59f10bf-2496-4350-afbe-0d946a57ef25","Arez Operate Shift Pricing Help Guide","Understanding Pay Rates, Charge Rates, and Pricing Logic in Arez","arez-operate-shift-pricing-help-guide","2026-07-28T12:34:56.390210Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":539,"title":540,"subTitle":541,"slug":542,"display_order":543,"status":26,"is_public":27,"updated_at":544,"author":104,"authorInfo":545,"assign_to":546,"module":547},"eff1b106-8b98-4dd3-93f4-61b77d9843cb","How Rates Work in Arez Operate","Pay Rates, Charge Rates, and Worker Overrides Explained","how-rates-work-in-arez-operate",39,"2026-06-12T13:35:54.520474Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":549,"title":550,"subTitle":551,"slug":552,"display_order":553,"status":26,"is_public":27,"updated_at":554,"author":63,"authorInfo":555,"assign_to":556,"module":557},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-08-17T09:55:10.286957Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":559,"title":560,"subTitle":561,"slug":562,"display_order":563,"status":26,"is_public":27,"updated_at":564,"author":63,"authorInfo":565,"assign_to":566,"module":567},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-08-17T10:22:35.126842Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":570,"name":16,"slug":17,"description":18,"icon":19,"display_order":36,"articles":571,"subcategories":572},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":574,"name":575,"slug":576,"description":18,"icon":19,"display_order":43,"articles":577,"subcategories":596},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[578,587],{"id":579,"title":580,"subTitle":581,"slug":582,"display_order":11,"status":26,"is_public":27,"updated_at":583,"author":63,"authorInfo":584,"assign_to":585,"module":586},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-08-04T12:38:52.330642Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":588,"title":589,"subTitle":590,"slug":591,"display_order":36,"status":26,"is_public":27,"updated_at":592,"author":63,"authorInfo":593,"assign_to":594,"module":595},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-08-19T08:10:27.638842Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":598,"name":599,"slug":600,"description":18,"icon":19,"display_order":52,"articles":601,"subcategories":620},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[602,611],{"id":603,"title":604,"subTitle":605,"slug":606,"display_order":11,"status":26,"is_public":27,"updated_at":607,"author":63,"authorInfo":608,"assign_to":609,"module":610},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-08-03T13:09:08.588925Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],{"id":612,"title":613,"subTitle":614,"slug":615,"display_order":36,"status":26,"is_public":27,"updated_at":616,"author":63,"authorInfo":617,"assign_to":618,"module":619},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-08-17T09:44:38.501672Z",{"id":63,"first_name":65,"last_name":66,"profileImageUrl":67},[],[],[],{"id":250,"author_info":622,"category_info":623,"subcategory_name":626,"published_by_infoame":19,"Helptags":629,"title":251,"subTitle":252,"slug":253,"content":630,"file":19,"summary":66,"sumy_summary":631,"status":26,"featured":632,"view_count":133,"helpful_count":633,"unhelpful_count":633,"display_order":254,"seo_title":634,"seo_description":635,"is_public":27,"assign_to":636,"module":637,"created_at":638,"updated_at":255,"published_at":19,"last_embedded_at":639,"subcategory":33,"category":6,"author":104,"published_by":19,"tags":640},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":6,"name":7,"slug":8,"description":9,"icon":10,"display_order":11,"is_active":27,"created_at":624,"updated_at":625},"2026-01-22T11:29:29.959297Z","2026-08-17T08:10:00.771380Z",{"id":33,"name":34,"slug":35,"description":18,"icon":19,"display_order":36,"is_active":27,"created_at":627,"updated_at":628,"category":6},"2026-01-22T11:35:48.090195Z","2026-03-25T12:41:53.929412Z",[],"\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Sales Pipeline (CRM)\u003C\u002Fstrong> module helps users manage leads from initial enquiry through to qualification and conversion. It provides a clear visual board showing the status of each lead and offers tools for communication, activity tracking, quoting, and lead management.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Lead Statuses\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Sales Pipeline is organised into the following statuses:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>New Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A newly created lead that has not yet been contacted.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Attempted Contact\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">An attempt has been made to contact the lead, but communication has not yet been established.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Contacted\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Communication has been established with the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Qualified\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The lead has been qualified as a potential customer and is ready to progress to the next stage.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Hold Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The lead has been placed on hold and is not currently being progressed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Creating a New Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users can create a lead directly from the Sales Pipeline board.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 1 – Add a New Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Navigate to \u003Cstrong>Sales Pipeline\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Locate the \u003Cstrong>New Lead\u003C\u002Fstrong> column\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>+\u003C\u002Fstrong> icon\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2bd8275a-13d8-40be-ba75-26a3265c9814\u002F20260803093131\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 2 – Enter Lead Information\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the available lead details.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 3 – Save or Use AI\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users have two options:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Save\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Creates the lead using the information entered.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Fill with AI\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The AI assistant will automatically:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Generate a lead title\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Populate opportunity details\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Identify the location\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Extract relevant information from the provided text\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Generate an estimated lead value\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This helps reduce manual data entry and improves lead consistency.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Receiving Leads from External Sources\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Sales Pipeline can also receive leads through:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Integration with your company website\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A dedicated landing page provided by Arez\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Customers can submit enquiries directly, which are then added to the Sales Pipeline as new leads.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Viewing a Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To view a lead:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the Sales Pipeline\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click on the required lead card\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The lead record will open, providing access to all lead information and activity.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F4927ba33-3c79-4480-aeb2-ba50b7846530\u002F20260803093239\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Lead Information Panel\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The right-hand side of the lead page contains key lead information.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users can view and edit:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Lead By\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Information about who created or owns the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F730a3304-54e1-4924-932c-557a9b54b9e7\u002F20260803093319\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Opportunity Details\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Information regarding the opportunity, requirements, and estimated value.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fcbd48e23-1b2e-4238-9ef0-de85b1e1a957\u002F20260803093341\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Client & Contact Information\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Customer and contact details associated with the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F226b0189-abab-467d-9faa-f860f8ffca8d\u002F20260803093401\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Attachments\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Files and supporting documents related to the opportunity.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb9fe4b4d-2e4a-464d-add4-2262b63f3c5a\u002F20260803093407\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Lead Management Area\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The main section of the page provides tools for managing the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Current Status & Dropdown\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Displays the current lead status and allows users to update the lead status as it progresses through the sales process.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fcde61fa0-328c-40f4-8548-b52bc760c5a8\u002F20260803093435\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Action Buttons\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users can perform several actions directly from the lead record.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3ecacfed-eec5-4164-9914-3a0fea79d50f\u002F20260803093459\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Email\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Send an email to the customer directly from the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Close Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Close the lead when it is no longer active.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>+ Add\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add additional information and activities, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Schedule a Meeting\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Log a Meeting\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add a Call Summary\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add a Note\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Create a New Quote\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Activities Section\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Activities section provides a complete history of lead activity.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users can view:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Progress updates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Communications\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Meetings\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Call summaries\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Other lead-related activity\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This provides a complete record of engagement with the prospect.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F502acd4a-7620-4da5-bbb7-b89d8adf5843\u002F20260803093533\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Quotes Section\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Quotes section displays all quotations associated with the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Users can:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Create new quotes for qualified leads\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">View quotes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Track quote progress\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review quotation history\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Approved quotes can be used by an Admin to create jobs within the system.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fc0a5bfbb-dee4-4a81-963b-f81f09bc7f73\u002F20260803093557\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Logs Section\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Logs section contains a full audit trail of activity performed on the lead.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This includes:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Status changes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Updates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">User actions\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">System-generated activity\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Progressing a Qualified Lead\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">As the sales process progresses, users can update the lead status accordingly.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once a lead reaches \u003Cstrong>Qualified\u003C\u002Fstrong> status:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A quote can be raised against the lead\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The quote will appear in the \u003Cstrong>Quotes\u003C\u002Fstrong> module\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">An \u003Cstrong>Admin\u003C\u002Fstrong> can review and approve the quote\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once approved, a job can be raised directly from the quote\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The customer can then be added as a client within the system if required\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This process ensures that all opportunities follow the correct sales and approval workflow before progressing to operational delivery.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Contacts Management\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Contacts\u003C\u002Fstrong> section within the Sales Pipeline stores customer information collected during the sales process.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This allows users to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Maintain customer records\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Access contact details\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Manage ongoing relationships\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Reuse customer information for future opportunities\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F06d3129c-a0de-44e0-8064-f765f254c27c\u002F20260803093710\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Best Practices\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Keep lead information up to date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Log all customer interactions and meetings\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use AI to speed up lead creation\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Update statuses promptly to maintain pipeline visibility\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Attach relevant documents and communications\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Regularly review qualified and held leads\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use quotes and activities to maintain a complete sales history\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Sales Pipeline provides a complete view of your sales opportunities, helping teams track progress, manage customer communications, and convert leads into active clients and jobs.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This reflects the actual workflow:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Lead → Qualified → Quote Raised → Quote Approved → Job Raised\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>","The Sales Pipeline (CRM) in Arez helps teams manage leads from initial enquiry through to qualification, quoting, approval, and job creation. It centralises lead details, customer communications, activities, quotes, contacts, and audit history, providing clear visibility of every opportunity throughout the sales process.",false,0,"Sales Pipeline CRM User Guide: Manage Leads & Quotes | Arez","Learn how to use the Arez Sales Pipeline (CRM) to manage leads, track opportunities, create quotes, record activities, communicate with prospects, and progress qualified leads through the sales process.",[],[],"2026-08-03T09:29:36.138407Z","2026-08-31T13:38:04.587936Z",[],[642,643,644,645,646],{"id":298,"title":299,"subTitle":24,"slug":300},{"id":288,"title":289,"subTitle":290,"slug":291},{"id":279,"title":280,"subTitle":281,"slug":282},{"id":270,"title":271,"subTitle":272,"slug":273},{"id":260,"title":261,"subTitle":262,"slug":263},1788183519256]