How to find your way around the CRM app

The CRM app has four menus: Sales (your pipeline, activities, quotations, teams and customers), Leads (only when the Leads setting is on), Reporting and Configuration. A typical flow is lead ‣ opportunity ‣ quotation ‣ sales order, and each step has its own menu.

Who	Salespeople and sales managers. The Configuration menu is only for the Sales Administrator.
App	CRM

Before you start

Install the CRM app and set your access right.

What is in the Sales menu?

Menu	What it is for
My Pipeline	Your opportunities in a kanban board, one column per stage (for example New, Qualified, Proposition, Won). Drag a card to the next column as the deal progresses.
My Activities	Your planned calls, emails and meetings on opportunities, late ones first. See How to plan calls, emails and meetings with your customers.
My Quotations	The quotations and sales orders you are responsible for. See How to create a quotation from an opportunity.
Teams	One card per sales team with its pipeline and figures. Only Sales Administrators see it.
Customers	Your customers’ contact records.

Where are the leads?

Leads are an optional qualification step before opportunities. The Leads menu only appears after an Administrator ticks Leads in CRM ‣ Configuration ‣ Settings. See How to record a lead or an opportunity.

What reports are available?

Report	What it shows
Forecast	Expected revenue of open opportunities by expected closing month.
Pipeline	Opportunities by stage, salesperson, team, source and so on, as a chart, pivot table or list.
Leads	The same analysis for leads.
Activities	Calls, emails and meetings done or planned.
Conversion Analysis	A Sankey chart of how leads and opportunities flow from stage to stage until won or lost. Only when you also install the Viin CRM Sankey View module.

See How to analyze your leads and opportunities in reports.

What can I set up in Configuration?

• Settings (also needs the Settings administration right): turn on Leads, multiple sales teams per salesperson, recurring revenues, lead assignment rules and more.

• Sales Teams: see How to set up sales teams and sales regions.

• Activities ‣ Activity Types and Activity Plans: the kinds of follow-up actions and ready-made sequences of them.

• Pipeline ‣ Tags and Lost Reasons: labels for opportunities and the reasons you record when a deal is lost.

• Lead Generation ‣ Lead Mining Requests: requests for company data to create leads (a paid online service).

Common errors

Problem	What to do
There is no Leads menu.	The Leads setting is off. Turn it on in CRM ‣ Configuration ‣ Settings or work directly with opportunities.
There is no Configuration menu.	Your Sales access right is not Administrator.

Next steps

• How to record a lead or an opportunity: record your first lead or opportunity.