Selling/CRM

Topic	Replies	Views	Activity
About Selling and CRM Category Welcome to the ERPNext CRM and Selling forum. The CRM and Selling Modules in ERPNext have features like leads, quotations, campaigns, sales orders, blanket orders and more. To see a highlight of the features, visit this …	1	968	December 23, 2019
In the CRM module: erpnext	1	77	May 17, 2025
Delivery Note Items Table Upload via csv/excel does not auto-fetch Item Name and other fields	0	55	May 14, 2025
Payment Request URL with Stripe Not Working and Improperly Displayed in PDF customization , erpnext , integration , erpnextpaymentterm , user-interface	4	446	April 30, 2025
In Sale Invoice display the **Customer's Purchase Order (PO) customization , erpnext	2	112	April 21, 2025
Retail POS and manufacture	5	518	April 15, 2025
How to update the lead creation date	0	82	April 9, 2025
Price Filter for product	1	367	April 6, 2025
Delivery trip stays in scheduled status	2	677	March 29, 2025
Payment Request "To Email" not pulling correctly	11	957	March 28, 2025
Streamlining the adding of customers?	9	188	March 18, 2025
Nees help in integrating Pine Labs POS handheld devices customization , erpnext , frappe	4	579	March 12, 2025
Notification on New Leads generated on Product Page erpnext , crm	4	182	February 18, 2025
Reseller business model customization , erpnext	0	148	February 13, 2025
Return invoice in pos-awesome pos-awesome	0	116	February 12, 2025
AttributeError on Adding Batch Item in POS Page	0	104	February 12, 2025
Can I turn off automatic Contact Creation? bug	4	583	February 12, 2025
Customer's Purchase Order field too short for multiple Sales Order based invoices bug , erpnext	0	110	February 3, 2025
Portal user for supplier selling	0	116	January 31, 2025
Sms gateway setting for smsgateway.me sms	1	1152	January 29, 2025
Prospects Engaged but Not Converted	4	289	January 23, 2025
Cannot submit a saved quotation selling , erpnext , crm , quotation	0	122	January 16, 2025
Item Delivery Date on Sales Order is not transferred to Material Request Item Required By date materialrequest , selling , erpnext	4	174	January 12, 2025
Individual Discounts are not applied in Quotation	1	141	January 9, 2025
UOM Not Updating When Item is Changed in Sales Order bug , erpnext , frappe	0	119	January 3, 2025
Automating Unique Customer Name Generation for Walk-In Customers in ERPNext custom_script	8	427	December 24, 2024
I need amend option when cancelled state in Workflow customization	10	262	December 24, 2024
How to change crm logo crm	3	466	December 20, 2024
CRM Portal is not opening crm	4	444	December 17, 2024
Adding whatsapp button next to cellphone numbers script , erpnext , frappe , whatsapp	1	235	December 14, 2024

About Selling and CRM Category

Welcome to the ERPNext CRM and Selling forum. The CRM and Selling Modules in ERPNext have features like leads, quotations, campaigns, sales orders, blanket orders and more. To see a highlight of the features, visit this …