The CRM sidebar group tracks leads and activities from first contact to a won or lost deal.
| Sidebar item | Purpose | Page |
|---|---|---|
| CRM (records) | List of leads and activities | CRM records |
| Pipeline | Kanban board by stage | Pipeline |
| Statistics, CRM Statistics, CRM Report | Analytics, targets and reports | Statistics and reports |
| CRM References | Activity Type, Stage, Period, Labels | Stages and references |
Typical flow
- An administrator defines the Stage list and Activity Type values.
- Sales create CRM records for a customer.
- Records are moved across stages on the Pipeline.
- A record is closed with Mark Won or Mark Lost.
- Managers follow results in Statistics.
Tips
- Offers and Orders can create or attach to a CRM record automatically; see Quotations and orders.