CRM

Activities & Scheduling

Adding Activities

1. Open an opportunity.
2. Click Schedule Activity.
3. Choose Activity Type: Call, Meeting, Email, To-Do, Demo, Follow-up.
4. Set Due Date, Assigned To, Summary.
5. Click Schedule. It appears on the user's dashboard and calendar.

Activity Types

Go to CRM > Configuration > Activity Types. Create custom activities. Each can have:

• Default summary and description.
• Action (Upload file, Call, Send Email).
• Trigger next activity (auto-schedule follow-up after call).

Next Activity Automation

In Settings, enable "Next Activity Automation". When an activity is marked done, Quickenerp schedules the next activity automatically. Example: "Call" done → schedule "Send Proposal" activity.

Email Logging

Configure the CRM email alias in Settings. Emails sent to the alias auto-create leads or log as messages on existing opportunities.

Meeting Scheduler

From an opportunity, click Meeting to open the calendar and book time directly with the contact, optionally sharing a booking link so the prospect self-selects a slot (if the Appointments app is installed).

Overdue Activity Handling

Opportunities with an overdue activity show a red activity icon in kanban. Use the Activities filter/group-by on the pipeline to see "Overdue" vs "Today" vs "Planned" at a glance — this is the single best daily habit for keeping a pipeline from going stale.

Pipeline Management

Stages

Go to CRM > Configuration > Stages. Default stages:

• New / Incoming
• Qualified
• Proposal Sent
• Negotiation
• Won / Closed
• Lost

Customizing Stages

• Reorder stages by sequence number.
• Set Probability % per stage (auto-calculates expected revenue).
• Set Requirements – E.g. "Proposal Sent" requires a linked quotation.
• Stages can be marked team-specific, so each team can run a different pipeline shape (e.g. a renewals team needs fewer stages than a new-business team).
• Fold a stage in kanban settings to collapse it by default once most deals have moved past it, keeping the board focused on active work.

Moving Opportunities

• Kanban: Drag and drop between stages.
• List: Edit the stage field directly.
• Form: Click the stage progression bar at top.

Marking Won / Lost

• Click Won – Opportunity closes. Quickenerp can auto-create a customer and/or quotation if configured.
• Click Lost – Select a Lost Reason (mandatory if configured). Add notes. The opportunity is archived.
• A lost opportunity can be Restored from the archive if the deal comes back later — nothing is deleted, just archived.

Forecasting

The pipeline kanban shows the total expected revenue per stage. Weighted amount = Expected Revenue × Stage Probability %. The "Forecast" view shows this by salesperson, team, and month, and is the number most sales managers use for monthly revenue projections rather than raw pipeline value.

Duplicate & Similar Opportunity Warnings

When creating an opportunity for a company that already has one open, Quickenerp flags it so you don't run two competing deals with the same customer by accident. Review and merge if it's genuinely the same deal, or keep both if they're separate projects.

The CRM Module

Go to CRM from the main dashboard. The CRM module manages the customer relationship lifecycle from first contact to closed deal.

Core Concepts

Views in CRM

• Pipeline (Kanban) – Default view. Drag opportunities between stages.
• List – Tabular view with all fields.
• Calendar – Activities by date.
• Graph – Revenue forecast, lead sources, win rate.
• Cohort – Analyze conversion by lead creation date.
• Map – Plot opportunities geographically (useful for field sales route planning).

Navigation Tips

• Use Filters: My Pipeline, Won/Lost This Month, High Priority.
• Use Group By: Stage, Team, Salesperson, Expected Closing Month.
• Toggle Forecast to see weighted revenue per stage.

Where CRM Fits

CRM sits upstream of Sales: an opportunity that is Won typically becomes (or links to) a quotation in the Sales app. If you only need to send quotations without managing a pipeline of unqualified leads first, the Sales app alone is enough — CRM adds the pre-sale funnel (lead capture, qualification, nurturing, forecasting) on top of it.