Support & Troubleshooting: Triage, Routing & EscalationThis guide provides a structured approach to diagnosing and resolving common issues across all CRM modules. When something goes wrong, a methodic...
Read Article
Knowledge Base
Find answers in XDEYE CRM System
Search setup guides, feature documentation, communication guidance, and day-to-day workflows from the public knowledge base.
XDEYE System Guide
Explore every article in this documentation section.
XDEYE System Guide
Overview XDEYE System is a complete business operations platform used to manage lead intake, qualification, communication, customer records, projects, support, billing, and knowledge sharing in one place....
Read ArticleLeads first, customers second In XDEYE System, a lead is the working record for someone who has not fully become an active customer yet. This is where staff capture contact details, interest, stage, owner, an...
Read ArticleCommunication is part of the workflow XDEYE System includes a custom communication layer so staff can communicate from within the lead or customer context and keep a more complete history. What the co...
Read ArticleClient-side operations start after conversion Once a lead becomes an active customer, XDEYE System can support the delivery and account-management side of the relationship through the portal, project tools, s...
Read Article