CRM
Last update:
07/21/2026
Completed
In this topic
CRM Overview
- Introduction to CRM
- Leads vs Opportunities
- Pipeline Management
- Activities, Follow-ups & Automation
- CRM Reporting & KPIs
- Sales Teams & Targets
- Lead Assignment & Territories
- Recurring Revenue Opportunities
- CRM Settings Deep Dive
Leads & Opportunities
Pipeline & Stages
Activities & Automation
Teams, Targets & Settings
Reporting & Analysis
Introduction to CRM
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
| Concept | Model | Description |
|---|---|---|
| Lead | crm.lead with type='lead' | An unqualified inquiry. May not have a contact yet. |
| Opportunity | crm.lead with type='opportunity' | A qualified lead with identified customer and expected revenue. |
| Pipeline Stage | crm.stage | Steps in the sales process (e.g. New, Qualified, Proposal, Won). |
| Team | crm.team | A group of salespeople with shared pipeline and targets. |
| Activity | mail.activity | Scheduled task (call, meeting, email) linked to a lead/opportunity. |
| Lost Reason | crm.lost.reason | Why an opportunity was lost (price, competitor, timing). |
| Recurring Plan | crm.recurring.plan | For subscription-style opportunities: monthly/annual recurring revenue instead of one-time. |
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.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.