> ## Documentation Index
> Fetch the complete documentation index at: https://docs.levelsell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand the CRM

> Keep customer identity, attribution, and follow-up context on one readable record.

<Note>
  **Status:** Available: documented behavior that is ready to use today.
</Note>

## Customer record model

LevelSell uses email as the main deduplication key. Supported forms, webinar registrations, purchases, customer paths, campaigns, and manual edits can add information to the same contact.

## Use the right view

* **Contacts:** Identity, fields, tags, source context, and activity.
* **Opportunities:** Buying intent and the stage of an active sales conversation.
* **Segments:** Reusable groups based on available fields, tags, status, or activity.

## Field safety

<Note>
  **Stopping collection does not erase history**

  Removing a field from a page-specific form stops that form from asking for it. It should not delete previously captured CRM values.
</Note>