User Documentation Sales CRM Edit on GitHub Organize the pipeline¶ Get Organized and Planning for customer care activities Activity Types configuration Schedule customer care activities in Lead/Opportunity Convert Lead into Opportunity and assign to person in charge Enable Leads feature on CRM application Converting Lead into Opportunity in CRM Merge Opportunities Create quotations and send to customer Manage lost Lead/Opportunity Configure Lost Reasons on CRM app Mark Leads/Opportunities as lost Restore lost Leads/Opportunities