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Erpnext-Customer Relationship Management (CRM) Workflow: WWW - Solufy.In Page No: 1

The document describes the Customer Relationship Management (CRM) module in ERPNext. It discusses how ERPNext can track opportunities from leads and customers, and send quotations and sales orders. It then outlines the main components of the CRM module, including leads, customers, opportunities, contacts, newsletters, reports, and setup. For each item, it provides a brief definition and instructions for how to create or access it in ERPNext.

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Lawes Chan
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484 views7 pages

Erpnext-Customer Relationship Management (CRM) Workflow: WWW - Solufy.In Page No: 1

The document describes the Customer Relationship Management (CRM) module in ERPNext. It discusses how ERPNext can track opportunities from leads and customers, and send quotations and sales orders. It then outlines the main components of the CRM module, including leads, customers, opportunities, contacts, newsletters, reports, and setup. For each item, it provides a brief definition and instructions for how to create or access it in ERPNext.

Uploaded by

Lawes Chan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 7

ERPNext- Customer Relationship Management (CRM)

Workflow
CRM

“ERPNext helps you track business Opportunities from Leads and Customers,
send them Quotations and make confirmed Sales Orders”.

Module contains maintains below points:

1. Lead
2. Customer
3. Opportunity
4. Contact
5. Newsletter
6. Crm Reports
7. Setup

www.solufy.in Page no: 1 [email protected]


1. Lead

“A Lead is a potential Customer, someone who can give you business. A


Customer is an organization or individual who has given you business before
(and has an Account in your system). A Contact is a person who belongs to
the Customer. A Lead can sometimes be an organization you are trying to
make a deal with.”

To create a Lead, go to:

CRM > Lead > New Lead

www.solufy.in Page no: 2 [email protected]


2. Customer

A customer, who is sometimes known as a client, buyer, or purchaser is the one


who receives goods, services, products, or ideas, from a seller for a monetary
consideration. A customer can also receive goods or services from a vendor or
a supplier for other valuable considerations.

You can either directly create your Customers via deskboard.

www.solufy.in Page no: 3 [email protected]


3. Opportunity

When you know a Lead is looking for some products or services to buy, you can
track that as an Opportunity. Also opportunity document helps user to collect
the requirement of a customer/lead.

You can also go to an “Open” Lead and select “Opportunity” from the Make
dropdown and create Opportunity.

www.solufy.in Page no: 4 [email protected]


4. Contact

Contacts do not need to be linked to another document, they can be stand


alone. You can even create a contact with only a first name, not linked to any
other document or party (Customer/Supplier).

To create a contact, go to:

CRM > Contact > New

www.solufy.in Page no: 5 [email protected]


5. Newsletter

A newsletter is a short written report that tells about the recent activities of an
organization. It is generally sent to members of the organization, potential
clients customers or potential leads.

In ERPNext, you can use this UI to send any type of communication to a large
number of audience. The process of sending bulk email to a target audience is
very simple and easy.

To create a Newsletter, go to:

www.solufy.in Page no: 6 [email protected]


Reference Link:

1) https://erpnext.org

Thanks !!

www.solufy.in Page no: 7 [email protected]

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