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
  • Create a quotation from CRM application
  • Send the quotation to the customer via email
• Manage lost Lead/Opportunity
  • Configure Lost Reasons on CRM app
  • Mark Leads/Opportunities as lost
  • Restore lost Leads/Opportunities