# CRM

<p class="doc-lead">The CRM module manages the sales pipeline — leads, opportunities, tickets, reminders, and follow-ups — with dashboards and reports for lead source performance, owner productivity, and pipeline progression.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<div class="doc-toc-links">
<a href="#/crm/?id=getting-started">Getting Started</a>
<a href="#/crm/?id=transactions">Transactions</a>
<a href="#/crm/?id=masters">Masters &amp; Settings</a>
<a href="#/crm/?id=reports">Reports</a>
<a href="#/crm/?id=faq">FAQ</a>
</div>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="getting-started">Getting Started</h2>

<ul>
<li><a href="#/crm/crm-dashboard">CRM Dashboard</a> — pipeline KPIs, lead funnel, and activity summary.</li>
<li><a href="#/crm/crm-settings">CRM Settings</a> — configure lead sources, statuses, and module behaviour.</li>
<li><a href="#/crm/lead-source">Lead Source</a> — define where leads originate.</li>
<li><a href="#/crm/lead">Leads</a> — capture and qualify new prospects.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="transactions">Transactions</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/crm/lead">Leads</a> | Capture, qualify, and convert prospects. |
| <a href="#/crm/opportunity">Opportunity</a> | Track deals or a customer enquiry desk; convert to sale quotation or sale order. |
| <a href="#/crm/ticket">Tickets</a> | Customer support and service tickets. |
| <a href="#/crm/crm-reminder">Reminders</a> | Schedule follow-ups, calls, and site visits. |

<hr class="doc-section-divider">

<h2 id="masters">Masters &amp; Settings</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/crm/lead-source">Lead Source</a> | Lead origin master (web, referral, exhibition, etc.). |
| <a href="#/crm/lead-status">Lead Status</a> | Pipeline stages for lead progression. |
| <a href="#/crm/crm-settings">CRM Settings</a> | Settings overview. |
| <a href="#/settings/secondary-status">Secondary Status</a> | Opportunity (and other) stage labels under Settings → Others. |

<hr class="doc-section-divider">

<h2 id="reports">Reports</h2>

See the full index: <a href="#/crm/reports/">CRM Reports</a> — lead owner, source performance, pipeline progression, lead log, my tasks, opportunity secondary status, and opportunity owner.

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<b>What is the standard CRM-to-sales flow?</b><br>
<a href="#/crm/lead">Lead</a> → <a href="#/crm/opportunity">Opportunity</a> → convert to <a href="#/sales/sale-quotation">Sale Quotation</a>, <a href="#/sales/sale-order">Sale Order</a>, or <a href="#/sales/customers">Customer</a>. You can also run a customer <a href="#/crm/opportunity?id=enquiry">enquiry desk</a> on Opportunity. Use <a href="#/crm/crm-reminder">Reminders</a> for follow-ups throughout.

<b>How do I convert a lead to a customer?</b><br>
Open the lead, change status to qualified, and use <b>Convert to Customer</b> to create a customer record linked to the lead.

<b>What is the difference between a lead and an opportunity?</b><br>
A <a href="#/crm/lead">Lead</a> is an unqualified prospect. An <a href="#/crm/opportunity">Opportunity</a> is a qualified deal with expected value and item lines ready for quotation.

<b>Can field sales teams use CRM on mobile?</b><br>
Yes. The <a href="#/field-sale-app/leads">Field Sale App</a> supports leads, reminders, visits, and convert-to-customer when the user role grants access.

<b>Where do I configure lead pipeline stages?</b><br>
Set up <a href="#/crm/lead-status">Lead Status</a> and <a href="#/crm/lead-source">Lead Source</a> under <a href="#/crm/crm-settings">CRM Settings</a>.