> For the complete documentation index, see [llms.txt](https://docs.solarvis.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.solarvis.co/documentation/sl/crm-and-project-management.md). # CRM & Project Management - [Introduction](https://docs.solarvis.co/documentation/sl/crm-and-project-management/introduction.md): The Contacts, Leads, and Projects pages provide a total overview of the solarVis CRM module, bringing Contacts, Leads, and Projects together into a single end-to-end workflow designed for sales teams. - [Contacts](https://docs.solarvis.co/documentation/sl/crm-and-project-management/contacts.md): The page allows you to view, search, create, and manage all customer and company contacts in one centralized place. - [Leads](https://docs.solarvis.co/documentation/sl/crm-and-project-management/leads.md): The page collects and manages all incoming sales opportunities, allowing you to track prospects from first contact through qualification and conversion into active projects. - [Projects](https://docs.solarvis.co/documentation/sl/crm-and-project-management/projects.md): The page lists all projects in your solarVis workspace and serves as the main hub for managing ongoing and completed projects. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.solarvis.co/documentation/sl/crm-and-project-management.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.