User Documentation Sales Management Edit on GitHub CRM¶ CRM App Overview Getting started with CRM in Viindoo Key features of CRM How to install CRM in Viindoo User access rights Overview of the user interface in CRM Leads in CRM Sales in CRM Reporting in CRM Configuration in CRM Manage Sales Teams and Sales Regions Establish Sales Teams and Sales Regions Sales regions establishment Sales Teams settings Sales Teams and regions in the detailed of a Lead/Opportunity Acquire leads Steps to record Leads Basic information of lead on CRM Sales team, who takes responsible for leads on CRM Potential prioritization leads on CRM The tracking of leads on CRM Generate Lead/Opportunity from emails Configuration for generating Leads from email Configure Incoming Email Servers Configure Leads/Opportunities generation from incoming Emails of Sales Teams on the CRM app Generate Lead/Opportunity from Outlook email Generate Lead/Opportunity from your website Contact page Website installation and Contact Us form Setup default Sales team and Salesperson for the Leads generated from Contact Us Details of Lead/Opportunity generated from Contact Us form Generate Lead/Opportunity from LiveChat Installing Live Chat application Creating Lead/Opportunity from Live Chat 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 them to the customer Manage lost Lead/Opportunity Configure Lost Reasons on CRM app Mark Leads/Opportunities as lost Restore lost Leads/Opportunities Analyze performance CRM Report on Lead/Opportunity Annalysis Leads/Opportunities Analysis Reportings Graphs and charts Pivot Analysis Cohort Analysis Filter, Group By data Lead/Opportunity Analysis with Sankey Chart Install the required module Using Sankey chart in Leads/Opportunities’ conversion rate analysis
