CRM

Leads, opportunities, pipeline, and customer relationships.

Overview

This guide covers crm workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Lead capture

Configure Lead capture according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Opportunity stages

Configure Opportunity stages according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Pipeline views

Configure Pipeline views according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Activities

Configure Activities according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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