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

# CRM Map

> A saved map of your fields, pipelines, and lists, so Amy writes to the right places in your CRM instead of guessing at them.

<Frame>
  <img src="https://mintcdn.com/amy-26437e5b/cZ6OvEy6nPw5UaoN/images/recipes/crm-map.png?fit=max&auto=format&n=cZ6OvEy6nPw5UaoN&q=85&s=3bb7336956de6f9c0ac62d40d93d5716" alt="CRM map" width="2400" height="1260" data-path="images/recipes/crm-map.png" />
</Frame>

Every CRM is customised, and yours is no exception. Save a map of how it's actually laid out and Amy stops guessing which field a piece of information belongs in.

## What you get

* Your custom fields and what each one is for
* Your pipelines and the stage names you use
* The lists and views your team works from
* Records written the way your team expects to find them

## How to save it

```text title="Copy and send to Amy" wrap theme={null}
Check my [CRM] and save the fields, pipelines, and lists I use so you know what to reference. Save it to my knowledge library as "CRM map".
```

## How to use it

```text title="Copy and send to Amy" wrap theme={null}
Log [contact] to my CRM using my CRM map, and fill every field you can from the thread.
```

<Tip>
  Refresh it after you change your CRM setup. Ask Amy to re-read the CRM and update the item rather than saving a second one.
</Tip>

## Integrations needed

<CardGroup cols={1}>
  <Card title="CRM" icon="database" />
</CardGroup>

***

<Card title="Book a free expert session →" icon="calendar-check" href="https://cal.com/team/amy/amy-expert-session" color="#2A2C24" horizontal>
  Want to get more out of this knowledge item? Book a free session with an Amy expert and we'll tailor it to your workflow, no charge.
</Card>
