CRM System Setup

In the CRM system setup of Plan A ERP, you can configure various elements to customize your pipeline and workflow. Here are some of the components you can set up:

1. Pipeline Type: You can define different pipeline types based on your business requirements. For example, you may have separate pipelines for sales, marketing, or customer support. Each pipeline represents a specific process or set of stages that leads and deals will progress through.

2. Lead Stage: Define the stages that a lead goes through from initial contact to conversion. These stages typically include categories like "New Lead," "Contacted," "Qualified," and "Converted."

3. Deal Stage: Set up the stages that a deal or opportunity progresses through within your pipeline. These stages represent the different steps involved in closing a deal, such as "Prospecting," "Negotiation," "Closed-Won," or "Closed-Lost."

4. Sources Type: Specify the various sources from which leads or deals are generated. This could include sources like "Website Inquiry," "Referral," "Social Media," or "Trade Show."

5. Labels: Customize labels or tags that can be applied to leads, deals, or contacts for easy categorization and filtering. For example, you may use labels like "Hot Lead," "VIP Customer," or "Urgent Deal."

6. Contract Type: Define different types of contracts that your organization uses. This could include contract categories like "Sales Contract," "Service Agreement," "Partnership Agreement," or "Non-Disclosure Agreement."

By configuring these pipeline types, lead stages, deal stages, sources types, labels, and contract types, you can tailor the CRM system to match your specific business processes and terminology. This ensures that you have a structured and organized approach to managing leads, deals, and contracts within the system.