📇 CRM Module – Process Transcript
1️⃣ Lead Management
🎯 Capture and manage new leads
Path: CRM → Lead
Steps:
● Click New
● Enter lead name, email, phone, source (e.g., Campaign, Website)
● Assign owner and territory
● Save
2️⃣ Communication & Follow-up
📞 Record interactions and schedule actions
Path: CRM → Communication / ToDo
Steps:
● Log call/email under Lead or Opportunity
● Create ToDo for follow-up
● Set priority and due date
● Mark complete once done
EMAIL FOLLOW-UP
ToDo for follow-up
3️⃣ Opportunity Management
📊 Track potential deals
Path: CRM → Opportunity
Steps:
● Click New
● Link to Lead or Customer
● Add expected closing date, items, value
● Set stage (e.g., Open, Quotation Sent)
● Save
4️⃣ Quotation from Opportunity
🧾 Send price quotation
Path: Selling → Quotation
Steps:
● Click New
● Link to Opportunity and Customer
● Add item details, price list, taxes
● Print or email quotation
● Save and Submit
5️⃣ Lead Conversion
🔄 Convert lead to customer
Path: CRM → Lead
Steps:
● Open existing Lead
● Click CONVERT/CREATE
● Create Customer and Contact records
● Save
6️⃣ CRM Reporting
📈 Monitor performance
Path: CRM → Reports
Useful Reports:
● Lead Funnel
● Sales Pipeline
● Opportunity Analysis
● Campaign Efficiency