CRM

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.

Activities & Scheduling

Adding Activities

1. Open an opportunity.
2. Click Schedule Activity.
3. Choose Activity Type: Call, Meeting, Email, To-Do, Demo, Follow-up.
4. Set Due Date, Assigned To, Summary.
5. Click Schedule. It appears on the user's dashboard and calendar.

Activity Types

Go to CRM > Configuration > Activity Types. Create custom activities. Each can have:

• Default summary and description.
• Action (Upload file, Call, Send Email).
• Trigger next activity (auto-schedule follow-up after call).

Next Activity Automation

In Settings, enable "Next Activity Automation". When an activity is marked done, Quickenerp schedules the next activity automatically. Example: "Call" done → schedule "Send Proposal" activity.

Email Logging

Configure the CRM email alias in Settings. Emails sent to the alias auto-create leads or log as messages on existing opportunities.

Meeting Scheduler

From an opportunity, click Meeting to open the calendar and book time directly with the contact, optionally sharing a booking link so the prospect self-selects a slot (if the Appointments app is installed).

Overdue Activity Handling

Opportunities with an overdue activity show a red activity icon in kanban. Use the Activities filter/group-by on the pipeline to see "Overdue" vs "Today" vs "Planned" at a glance — this is the single best daily habit for keeping a pipeline from going stale.

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.