User Documentation Sales Management Edit on GitHub CRM¶ CRM App Overview How to get started with the CRM app What can I do with the CRM app? How do I install the CRM app? Which access right does a salesperson need? Common errors Next steps How to find your way around the CRM app What is in the Sales menu? Where are the leads? What reports are available? What can I set up in Configuration? Common errors Next steps Manage Sales Teams and Sales Regions How to set up sales teams and sales regions How do I create a sales team? How do I follow my teams? How do I group teams into sales regions? Common errors Next steps Acquire leads How to record a lead or an opportunity Lead or opportunity: which one should I create? How do I turn on leads? How do I create a lead? How do I create an opportunity directly? Which fields should I fill in? How do I add my own fields (properties)? Common errors Next steps How to create leads automatically from incoming emails How do I give a sales team an email address? What happens when a customer sends an email? Can an incoming mail server create leads too? Common errors Next steps How to create leads from the contact form of your website How do I make the contact form create leads? What does the salesperson see? Common errors Next steps How to create a lead from a live chat conversation How do I create a lead from a chat? What is saved in the lead? Common errors Next steps How to create a lead from a social media conversation How do I create a lead from a social conversation? What is saved in the lead? Common errors Next steps Organize the pipeline How to plan calls, emails and meetings with your customers How do I schedule an activity on an opportunity? How do I see what is due? How do I set up activity types? Common errors Next steps How to convert a lead into an opportunity and assign a salesperson How do I convert a lead into an opportunity? How do I merge duplicate leads or opportunities? Common errors Next steps How to create a quotation from an opportunity How do I create a quotation from an opportunity? How do I send the quotation to the customer? How do I see the quotations of an opportunity? Common errors Next steps How to mark an opportunity as lost and restore it later How do I set up lost reasons? How do I mark an opportunity as lost? How do I find and restore a lost opportunity? Common errors Next steps Analyze performance How to analyze your leads and opportunities in reports Which report should I open? How do I read the pipeline as a chart? How do I analyze it in a pivot table? How long do my opportunities take to close (cohort view)? How do I filter and group the data? Common errors Next steps How to see where deals are won or lost with a Sankey chart How do I open the Sankey chart of my pipeline? How do I see the conversion from leads? How do I focus the chart? Common errors Next steps
