CRM

Last update: 07/21/2026

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CRM Overview

Leads & Opportunities

Pipeline & Stages

Activities & Automation

Teams, Targets & Settings

Reporting & Analysis

CRM Settings Deep Dive

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CRM > Configuration > Settings

Lead Management

Setting	What It Does
Leads	Adds a separate "Leads" inbox before opportunities, so unqualified inquiries don't clutter the pipeline until someone qualifies them.
Lead Mining	Purchase lead lists filtered by industry/country/company size directly inside Quickenerp (credit-based).
Lead Scoring	Auto-ranks leads by likelihood to convert, using rules you define (country, source, engagement).
Lead Enrichment	Auto-fills company data from an email domain.
Predictive Lead Scoring	Machine-learning based scoring using your own historical win/loss data instead of manual rules.

Pipeline

Recurring Revenues – Turn on MRR/ARR tracking on opportunities (see the Recurring Revenue Opportunities article).
Predictive Lead Scoring – see above.
Team Targets – Enables the invoicing-target progress bars on team kanban cards.

Communication

Live Chat – Website visitors chatting with sales can be auto-converted to leads.
WhatsApp – If the WhatsApp integration is installed, conversations can also create/update leads.
Email Templates – Standard follow-up emails sent from an opportunity's chatter.

Lost Reasons

CRM > Configuration > Lost Reasons – maintain the list salespeople choose from when marking a deal Lost. Keep this list short (5–8 options) and mutually exclusive so the Lost Analysis report stays meaningful — a long, overlapping list makes the data useless for spotting real patterns.

CRM

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