1. Corporate Relationship Management Setup

1. Corporate Relationship Management Setup
	Chapter 6. CRM

1. Corporate Relationship Management Setup

Configure CRM Module

The CRM configuration allows for a number of options to be selected, such as the following:

Define CRM account and incident number generation methods.
Set up e-mail delivery options (commercial edition).
Identify default Incident workbench status colors.

Enter Incident Categories

Incident categories are used by the incident management system to categorize incidents for tracking purposes. Examples of incident categories might include product, customer, and vendor.

Select NEW to enter an incident category.
Enter an incident category name and description.
Specify the ranking order for the incident category.

Enter Opportunity Sources

Opportunity sources are used by the opportunity management system to categorize the lead source of an opportunity. The list includes several sample referral sources.

Select NEW to enter an opportunity source.
Enter an opportunity source name and description.

Enter Opportunity Stages

Opportunity stages are used by the opportunity management system to categorize the current stage of an opportunity. These stages are designed to help you track status of an opportunity.

Select NEW to enter an opportunity stage.
Enter an opportunity stage name and description.


Chapter 6. CRM		2. Purchasing Setup

xTuple QuickStart Wizard Product Guide

1. Corporate Relationship Management Setup