CRM

Overview

CRM (customer relationship management) tracks leads and opportunities: the people and businesses you are working to win, where each stands in your pipeline, and the next action to move it forward.

Note

Not yet documented, pending source material. This section will be written from hands-on testing on our own Community installation, relevant OCA module documentation, and Herring’s own deployment notes. Planned coverage: capturing a lead, working the pipeline stages, and converting to a sale.