The CRM module helps you organize your sales prospecting: you collect leads (interested contacts), qualify them into opportunities, and move them through a pipeline up to the sale.
Manage an opportunity
1. Record a lead
Open the CRM menu. A lead can be created manually (after a call, a trade show) or arrive automatically from the website contact form. Enter the name, company, phone and the need expressed.
2. Convert to an opportunity
When the lead is serious, convert it into an opportunity and link it to a customer (existing or new). The opportunity carries an estimated amount and an expected closing date.
3. Move it through the pipeline
The pipeline is shown in columns (New, Qualification, Proposal, Negotiation, Won/Lost). Drag the opportunity from one stage to the next as exchanges progress. You can schedule activities (call, follow-up, meeting) and keep the contact history.
4. Close
On signing, mark the opportunity Won: you can then create the quotation and the order in the Sales module. A lost opportunity is kept with its reason, useful to analyze your conversion rates.