CRM

Goal

Find the right CRM guide for leads, the opportunity pipeline, and activities.

Who it is for

Sales clerks and managers with module crm enabled. Setup articles need crm.admin.

How CRM fits together

1. Capture leads (inbound interest) → qualify → convert to a customer party (and optionally an opportunity).
2. Work opportunities on the Pipeline board through tenant stages until won or lost.
3. Log activities (call, meeting, email, note, task) against parties, leads, or opportunities.
4. A won opportunity with line items can Convert to quote (crm.convert) into a draft sales quote.

Open the module

CRM shell → Work: CRM dashboard, Pipeline, Leads, Activities, Contacts; Setup → CRM setup (crm.admin).

Related

• Leads overview
• Opportunities overview
• Activities overview