CRM

Getting Leads to the Right Salesperson

There are three ways new leads reach a salesperson: manual assignment, assignment rules, and self-service pickup.

Manual Assignment

Open the lead → set Salesperson and Sales Team directly. Fine for low volume or when a manager wants to hand-pick every assignment.

Assignment Rules (Automatic)

Go to CRM > Configuration > Sales Teams → open a team → Assignment Rules tab.

• Domain – A filter deciding which leads this team is eligible for (e.g. country = "Pakistan", or a specific UTM source).
• Assignment Method – Balanced (round-robin so everyone gets an equal count) or Manual.
• Per member, a Capacity can be set (e.g. max 20 open opportunities) so the round-robin skips people who are already overloaded.
• The Lead Assignment scheduled action runs this logic periodically (Settings → Technical → Scheduled Actions).

Territory-Style Domains

Quickenerp doesn't have a separate "Territory" model — territories are implemented as assignment-rule domains, typically on Country, State, or a custom Tag field. Common patterns:

• One team per country/region, domain filters on country_id.
• One team per product line, domain filters on a lead Tag set during lead capture (e.g. from a product-specific landing page).
• One team per language, domain filters on the contact's lang.

Self-Service Pickup

If a team has no assigned salesperson set as default, unassigned leads sit in a shared "My Pipeline" filtered-out pool visible to the whole team; any member can open one and click Assign to Me. Useful for smaller teams that prefer first-come-first-served over strict rules.

Organising Your Sales Force

Go to CRM > Configuration > Sales Teams.

Creating a Team

• Team Name and Team Leader (manager who sees all team pipelines).
• Members – Salespeople who see this team's leads/opportunities in "My Pipeline".
• Email Alias – Incoming emails to this address auto-create leads assigned to the team.
• Website – If multiple sites, which one's contact forms feed this team.
• Invoicing Target – A monthly revenue target shown as a progress bar on the team's kanban card.

Individual Targets

Beyond the team-level target, each salesperson can have a personal monthly target set on their user record (or via a dedicated Target wizard, if enabled), so managers can compare individual attainment inside a shared team goal.

Commissions

Quickenerp doesn't compute sales commissions natively out of the box; commission plans are typically modelled with a dedicated commission-tracking module (linked to Won opportunities/invoiced sales) or calculated externally from the CRM Analysis report's Won Revenue by salesperson.

Team Dashboard

The CRM > Sales Teams kanban view is a manager's home screen: each card shows the team's pipeline total, won-this-month revenue vs target, and a mini activity feed. Click a team card to drill into just that team's pipeline.

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.