CRM module

General path: Company space > CRM

The CRM covers leads, pipeline, activities, contacts, quotes, invoices and payments.

Leads

Path: Company space > CRM > Leads

Required: Lead name. Optional: email, phone, company, source, status, score, estimated value, notes, assigned to.

A lead can be converted to an opportunity. Before conversion, check title, estimated value, probability and assignment.

Contacts

Path: Company space > CRM > Contacts

Required: Contact name. Optional: first name, email, phone, company, position, notes.

Activities

Path: Company space > CRM > Activities

Required: Activity title. Optional: type, description, planned date, status, assigned to.

An assigned activity may trigger a notification.

Pipeline

Path: Company space > CRM > Pipeline

The pipeline organizes opportunities by stage.

Check: title, estimated value, probability, status, assignment.

CRM quotes, invoices & payments

Paths:

• Company space > CRM > Quotes
• Company space > CRM > Invoices
• Company space > CRM > Payments
• Company space > CRM > Quote templates
• Company space > CRM > Commercial terms

A CRM quote can be duplicated, marked as sent, accepted, rejected or used to create an invoice depending on its status.

Payments must be entered with an amount, date and method consistent with the invoice.

CRM report

Path: Company space > Reports > CRM

May show: active opportunities, forecast revenue, current leads, conversion rate, pending quotes, unpaid invoices, collected revenue, overdue amounts.