Sales & CRM ΓÇö How to Use

Quick Summary

This article has been standardized to Kecktech Help Center format for safer support handling and clearer escalation.

Scope

• Audience: End users and support staff
• Category: General/Uncategorized legacy article
• Goal: Resolve the issue consistently while reducing risk

Step-by-Step Resolution

1. Confirm the exact symptom and capture any on-screen errors.
2. Verify basic conditions (power, connectivity, login/session validity).
3. Apply lowest-risk corrective action first and re-test.
4. If unresolved, review logs/history and isolate account vs device vs service cause.
5. Record final outcome and next preventive action.

Safety and Security

• Do not disable protection controls permanently to force a result.
• Stop and escalate if sensitive data, account abuse, or malware indicators appear.

Escalation Criteria

• Escalate when the issue remains reproducible after core steps.
• Escalate immediately for security, compliance, or business-critical impact.

Legacy Source Content

Sales & CRM ΓÇö How to Use

What This View Shows

The Sales view is your CRM pipeline. It shows leads organized by stage, flags stale follow-ups, and lets you add new leads instantly.

Sections

KPI Cards (Top Row)

• In Pipeline ΓÇö active leads not yet converted or DNC
• New This Week ΓÇö leads created in the last 7 days
• Conversion Rate ΓÇö converted divided by total
• Avg Days to Close ΓÇö benchmark for pipeline health
• Website Visitors (7d) ΓÇö from Umami analytics

Lead Pipeline (Kanban)

Columns: New → Open → Replied → Opportunity → Quotation → Interested → Converted

• Each card shows: Lead name, Company, Source badge, Days in stage
• Orange border = stale (3+ days without an update)
• Click Open in CRM to update the lead in ERPNext

Lead sources:

Badge	Meaning
WordPress Form	Submitted the website contact form
Referral	Word of mouth, existing client
RMM Alert	TRMM flagged a prospect device
Manual	Cold call or direct contact

Follow-Up Queue

Leads not touched in 3+ days. Sort order: most stale first.

Daily follow-up routine:

1. Open Sales view
2. Work down the Follow-Up Queue
3. For each stale lead: call or email, then update stage in ERPNext
4. Use Open in CRM to log an activity note

Add Lead (Quick Capture)

Use this form to add a new lead without opening ERPNext.

Required: Name
Recommended: Company, Phone, Email, Source, Notes

Common Questions

How do I mark a lead as Converted?
Open it in ERPNext CRM, change status to Converted, and Save.