CRM overview

CRM covers lead-to-cash and after-sales, linked to ERP Client master data.

Area	What it does
Leads	Capture, assign, convert to accounts
Accounts	Private/public pool, tags, Customer 360
Opportunities	Pipeline stages, win/lose, quotes
Tickets	Field service, engineer app, return sync
WeCom	Contact ways, external-user bind, sidebar

Suggested flow

Lead → Convert → Account / Opportunity → Quote → Win or POS sale → Ticket follow-up

Notes

• Non-admins usually see only records they own.
• Converting a lead requires being the owner (or superuser).

Troubleshooting

Issue	What to do
Convert says “lead not found”	Refresh the list; ensure API returns id
Cannot see peers’ leads	Expected ownership scope
Pool claim fails	Daily/private limits — release or raise rules

See also: Leads, Accounts, Opportunities, Tickets, WeCom.

Changelog

Last edited about 23 hours ago

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