Topics tagged crm

Topic	Replies	Views	Activity
Opportunity follow up reminders and notification Selling/CRM crm , notifications	0	14	March 30, 2023
Restrict Users to view only leads that are Assigned to them in list view ERPNext crm	0	46	January 11, 2023
Social Media Posts ERPNext crm	0	127	January 1, 2023
Next Contact By & Next Contact Date fields are not present in ERPNext CRM-Lead - V14 ERPNext erpnext , crm	2	100	December 17, 2022
CRM Opportunity Kanban based on Sales Stage ERPNext kanban , erpnext , crm	1	78	December 16, 2022
Declare Lost status in Opportunity Selling/CRM erpnext , frappe , crm	1	81	December 7, 2022
Leads / Customer address not shown ERPNext bug , crm	5	139	August 29, 2022
[Proposed Improvements] in CRM Module & Lead Conversion Process Selling/CRM bug , customization , erpnext , frappe , crm	1	320	August 26, 2022
Rename or Merge Lead ERPNext crm , contact	5	177	July 28, 2022
Cannot add Contact or Address from Lead in an Opportunity ERPNext crm	1	138	June 18, 2022
Is there mobile client for CRM & Project modules? User Forum projects , mobile , erpnext , crm	1	178	June 16, 2022
Can't add lost opportunity reasons unless I fill in all mandatory fields crm , frappe-erpnext	1	268	March 6, 2022
Create in Customer Selling/CRM crm , customer	8	397	January 24, 2022
Create Lead from Contact Selling/CRM crm	1	202	July 2, 2021
ERPNext CRM categorisation ERPNext crm	6	456	December 24, 2020
Best approach in adding lead to ERPNext CRM Selling/CRM crm	2	406	November 25, 2020
Permission on Lead in CRM Module! Selling/CRM crm , permissions	1	317	November 9, 2020
Newsletter sent or not? ERPNext email , crm	2	438	June 22, 2020
Integrate my typeforms into CRM Integration customization , crm	3	575	May 19, 2020
Lead Source Management Feature Requests crm	0	263	August 5, 2019
Connecting Dashboard with CRM Customer module Selling/CRM crm , dashboard	8	733	July 22, 2019
Show Customers of the Sales Pipeline in CRM at the front page Customization customization , crm	0	239	July 22, 2019
Can i create a Student from CRM Lead? Education crm	0	370	April 22, 2019
Is there a command line bulk rename? ERPNext import , crm , database	4	497	April 17, 2019
Email Delivery Status - Mandrill / MailChimp - status does not update Read Opened etc? ERPNext email , crm	0	680	December 20, 2018
Linking Supplier RFQ to Opportunity created User Forum crm	0	377	February 26, 2018
Set default payment terms as default for new customer Feature Requests crm	6	1552	February 13, 2018
V10 bug ? See Reference Doctypes from non used Domains ERPNext erpnextversion10 , crm	3	555	January 8, 2018