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	955	December 23, 2019
In the CRM module: erpnext	0	28	May 16, 2025
Delivery Note Items Table Upload via csv/excel does not auto-fetch Item Name and other fields	0	43	May 14, 2025
Payment Request URL with Stripe Not Working and Improperly Displayed in PDF customization , erpnext , integration , erpnextpaymentterm , user-interface	4	419	April 30, 2025
In Sale Invoice display the **Customer's Purchase Order (PO) customization , erpnext	2	99	April 21, 2025
Retail POS and manufacture	5	502	April 15, 2025
How to update the lead creation date	0	74	April 9, 2025
Price Filter for product	1	360	April 6, 2025
Delivery trip stays in scheduled status	2	668	March 29, 2025
Payment Request "To Email" not pulling correctly	11	944	March 28, 2025
Streamlining the adding of customers?	9	178	March 18, 2025
Nees help in integrating Pine Labs POS handheld devices customization , erpnext , frappe	4	563	March 12, 2025
Notification on New Leads generated on Product Page erpnext , crm	4	168	February 18, 2025
Reseller business model customization , erpnext	0	137	February 13, 2025
Return invoice in pos-awesome pos-awesome	0	105	February 12, 2025
AttributeError on Adding Batch Item in POS Page	0	96	February 12, 2025
Can I turn off automatic Contact Creation? bug	4	564	February 12, 2025
Customer's Purchase Order field too short for multiple Sales Order based invoices bug , erpnext	0	102	February 3, 2025
Portal user for supplier selling	0	109	January 31, 2025
Sms gateway setting for smsgateway.me sms	1	1133	January 29, 2025
Prospects Engaged but Not Converted	4	284	January 23, 2025
Cannot submit a saved quotation selling , erpnext , crm , quotation	0	112	January 16, 2025
Item Delivery Date on Sales Order is not transferred to Material Request Item Required By date materialrequest , selling , erpnext	4	167	January 12, 2025
Individual Discounts are not applied in Quotation	1	133	January 9, 2025
UOM Not Updating When Item is Changed in Sales Order bug , erpnext , frappe	0	115	January 3, 2025
Automating Unique Customer Name Generation for Walk-In Customers in ERPNext custom_script	8	383	December 24, 2024
I need amend option when cancelled state in Workflow customization	10	254	December 24, 2024
How to change crm logo crm	3	454	December 20, 2024
CRM Portal is not opening crm	4	423	December 17, 2024
Adding whatsapp button next to cellphone numbers script , erpnext , frappe , whatsapp	1	217	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 …