Sales Module Administration (CRM)¶
This section is for sales operations admins and CRM administrators. It explains how to tailor sales processes, configure sales stages, and automate routine work. The goal is to set up the system so it supports the sales team and provides management with relevant data.
Main Configuration Areas¶
Basic Settings¶
First steps for configuring the sales agenda.
- Basic Settings – Global module parameters.
- Permissions – Who can see which deals and contacts.
Entity Configuration¶
Customize key sales records.
- Lead – Lead statuses, conversion rules.
- Opportunity – Sales pipeline stages and probabilities.
- Accounts & Contacts – Client segmentation and required fields.
Automation and Tools¶
Streamline the sales process.
- Automation – Automatic tasks on status change, notifications.
- PDF Templates – Layout of quotes and contracts.
- Duplicates – Rules for duplicate checking.