CRM
ERPNext helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders.
1. Topics
The CRM module has the following features:
1.1 Sales
1.2 Reports
1.3 Setup
- Lead Source
- Opportunity Type
- Sales Stage
- Sales Person
- Customer Group
- Email Group
- Contract
- Appointment Booking Settings
1.4 Social Media
2. Articles
- Automate Lead Capturing
- CRM Analytics
- Difference Between Lead, Contact, and Customer
- Customer Credit Limit
3. Video Tutorials
Next: Selling Module