BusinessPre-alpha
Contacts & CRM
Day-to-day guide for sales operators using Contacts (kernel) and CRM (standard app).
Prerequisites
Install: Contacts, Mail, UTM, CRM. Optional: Sales + Sales CRM Bridge for automatic quotations on Won.
Key screens
| Menu | What you do |
|---|---|
| Contacts | Customers, vendors, people (core.partner) |
| Leads | New inquiries to qualify |
| Pipeline | Kanban of opportunities by stage |
| Forecast | Deals by expected close date |
| My Activities | Follow-ups (requires Mail) |
Typical day
- Review new leads — open Leads, assign owner or team.
- Qualify — move through stages: New → Qualified → Proposition.
- Log activities — schedule calls/meetings on the record chatter.
- Win or lose — Won closes the deal; Lost captures a reason.
- Convert — turn a lead into an opportunity when the deal is real.
When you mark Won
If Sales CRM Bridge is installed and the opportunity has a customer, Sumeru creates a draft quotation in Sales automatically.
Sales teams
Managers configure teams, stages, tags, and lost reasons under CRM configuration. Use Assign Leads on the team form for round-robin distribution (not a bundled scheduled job).
UTM attribution
Set campaign, medium, and source on leads for marketing reporting (requires UTM app).
Reports
The Leads list supports Report when enabled by your administrator:
- Download CSV or PDF
- Bulk-import leads from a spreadsheet
See Export and import.
What needs an engineer
- Custom pipeline stages beyond defaults
- New fields on leads
- Integration with external marketing tools