CRM

Overview and core concepts

Follow relationships and opportunities from first enquiry to a Sales handoff.

A lead is an unqualified enquiry. An organization is a relationship record. A Sales customer is a distinct billing record created through an explicit handoff.

An opportunity tracks a potential sale through pipeline stages. Activities describe interactions; CRM tasks are follow-ups, not Project delivery tasks.

Explicit Customer links and Opportunity → Quote/Project handoffs with permitted linked commercial history; no fuzzy automatic customer linking.

Before you start & permissions

Select the right company and confirm that this app is active.

CRM viewing plus the relevant lead, organization, contact, opportunity, activity, task or conversion permissions. Sales handoffs also require Sales access.

Getting started & common workflows

1. Create and qualify a lead. Review for existing organizations or contacts before conversion.
2. Convert the lead, then add an opportunity and choose a pipeline stage.
3. Record activities and follow-up tasks. Move the opportunity as the discussion progresses.
4. With Sales access and the required permissions, convert the organization to a Sales customer and prepare a quote from the opportunity.

Related modules

Shared records and explicit handoffs keep work connected. Each module still requires its own access and permissions.

Troubleshooting

• Sales handoff missing? Both CRM conversion and the required Sales access must be granted.
• Already converted? Open the linked record instead of creating a duplicate.
• For a missing connected action, check the selected company, matching active apps, permissions, workflow enablement and readiness. Historical records are not backfilled.

Current platform notes

• No mailbox synchronization or marketing automation.
• CRM does not automatically send campaigns, collect payments or post Accounting entries.