CRM — Customer Relationship Management

Step 1: Configure Sales Stages

1. Go to CRM › Configuration › Stages
2. Click New to add a stage
3. Enter the stage name (e.g., "Initial Contact", "Demo Scheduled", "Proposal Sent")
4. Set the Probability percentage for each stage
5. Drag and reorder stages to match your actual sales process

Step 2: Set Up Sales Teams

1. Go to CRM › Configuration › Sales Teams
2. Create a team for each sales group (e.g., "Enterprise", "SMB", "Inside Sales")
3. Assign a team leader and add team members
4. Set the Email Alias so inbound emails auto-create leads

Step 3: Configure Lead Tags

1. Go to CRM › Configuration › Tags
2. Create tags to categorize leads: "Hot", "Cold", "Referral", "Website", "Trade Show"
3. Tags are searchable and filterable across all reports

Manual Lead Entry

1. Go to CRM › Leads and click New
2. Enter the Contact Name and Company Name
3. Fill in Phone, Email, and Source
4. Assign to the correct Sales Team and Salesperson
5. Add any initial notes in the Internal Notes tab
6. Click Save

Bulk Import from Excel / CSV

1. In the CRM › Leads list view, click Favorites › Import Records
2. Click Upload File and select your Excel or CSV file
3. Map columns: Excel "Name" column → SODOO Lead Name field
4. Preview the import and click Import

Automatic Lead Capture

SODOO can create leads automatically from:

• Email: Emails sent to your sales alias (e.g., sales@yourcompany.com) create leads
• Website forms: Contact and quotation request forms integrate directly with CRM
• Live Chat: Chat conversations can be converted to CRM leads

1. Open the lead record from CRM › Leads
2. Click the Convert to Opportunity button in the top bar
3. In the dialog, confirm or update the Customer, Sales Team, and Salesperson
4. Check Merge with existing opportunities if a duplicate exists for this customer
5. Click Convert to Opportunity — the lead is now a Kanban card in your pipeline

Kanban View (Recommended)

1. Go to CRM › My Pipeline
2. You see each stage as a column with opportunity cards
3. Drag and drop cards between columns to advance them through stages
4. Click the colored dot on a card to quickly mark it Won or Lost
5. The revenue total shown at the top of each column helps prioritize effort

List View (for bulk operations)

1. Switch to list view using the icon at top right
2. Select multiple opportunities using checkboxes
3. Use the Action menu to bulk-assign, bulk-tag, or bulk-move to a stage

Filtering the Pipeline

Click Filters to narrow down your view:

• My Pipeline — see only your own opportunities
• Overdue Activities — deals that need attention today
• Expected Closing: This Month — deals forecast to close soon
• Sales Team — filter by a specific team

1. Open an opportunity and click Schedule Activity in the top chatter
2. Select the activity type: Phone Call, Email, Meeting, or Task
3. Set a Due Date and assign a Responsible user
4. Add a Note summarizing the purpose (e.g., "Follow up on pricing proposal")
5. Click Schedule — the activity appears on the kanban card as a colored icon

Activity icons color-code by urgency: Green = today, Orange = overdue, Red = very overdue.

1. Open the opportunity
2. Click the New Quotation button at the top
3. The customer, sales team, and salesperson are pre-filled from the opportunity
4. Add product lines with quantities and prices
5. Click Send by Email to deliver the quotation to the customer
6. The quotation count appears as a smart button on the opportunity: Quotations (1)

Mark as Won

1. Open the opportunity in the final stage
2. Click the Mark as Won button
3. Confirm the action — the opportunity moves out of the active pipeline
4. A sales order can be created automatically from the linked quotation

Mark as Lost

1. Click the Mark as Lost button
2. Select a Lost Reason (e.g., Price, Competitor, No Budget, Timing)
3. Add optional notes explaining what happened
4. Click Confirm

Opening a Customer Card

1. Click the customer name link inside any Opportunity or Lead record
2. Or navigate to Contacts › Contacts and search for the customer

Smart Buttons

At the top of the customer card you will find smart buttons showing related data counts:

• Opportunities (3) — all CRM opportunities
• Sales (5) — all sales orders
• Invoices (8) — all invoices and payment status
• Support (4) — helpdesk tickets

Tagging for Segmentation

1. Open the customer contact record
2. Click the Tags field
3. Add segment tags: "VIP", "Growth", "At Risk", "Standard"
4. Use these tags as filters in reports and mailing campaigns

Sales Manager Dashboard

1. Go to CRM › Reporting › Pipeline
2. Click Group By › Salesperson
3. Compare pipeline value and deal count per rep

Access Control

Sales reps see only their own pipeline by default. Managers see all pipelines for their team. Configure in Settings › Users & Companies › Users.

Pipeline Analysis

1. Go to CRM › Reporting › Pipeline
2. Default view shows pipeline value grouped by stage
3. Switch chart types: Bar, Line, Pie
4. Click Measures and select:
   • Expected Revenue — total pipeline value
   • Prorated Revenue — probability-weighted value
   • Count — number of opportunities

Sales Forecast Report

1. Go to CRM › Reporting › Forecast
2. View expected monthly or quarterly revenues
3. Group by Salesperson or Sales Team to compare performance

Exporting Reports

1. From any report view, click Export
2. Choose XLSX or CSV format
3. The file downloads automatically