CRM & Distribution
Menu group for leads, deals, salesman activities and visits, visit plans, the pipeline board, and the coverage, dormant outlet, and salesman performance reports.
Forms
7 menus
Reports
6 menus
Pages & Links
3 menus
How to Use This Module
- Use this page to review the latest menu grouping that matches the current application structure.
- Start from transaction or operations categories for daily work, then use master or setup categories for configuration.
- Use reporting menus for validation, reconciliation, audit review, and analysis.
- Some menus only appear when the feature package and access rights are enabled.
Menu List
| Menu Location | Name | Route | Type |
|---|---|---|---|
| CRM & Distribution / CRM Daily Work / CRM Module Concepts | CRM Module Concepts | /crmconcept |
Page |
| CRM & Distribution / CRM Daily Work / Today's Visits | Today's Visits | /report/crmtodayvisit |
Report |
| CRM & Distribution / CRM Daily Work / Activities | Activities | /form/crmactivity |
Form |
| CRM & Distribution / CRM Daily Work / Visit Plan | Visit Plan | /form/crmvisitplan |
Form |
| CRM & Distribution / New Account Acquisition / Pipeline Board | Pipeline Board | /crmpipeline |
Page |
| CRM & Distribution / New Account Acquisition / Leads | Leads | /form/crmlead |
Form |
| CRM & Distribution / New Account Acquisition / Deals | Deals | /form/crmdeal |
Form |
| CRM & Distribution / New Account Acquisition / Contacts | Contacts | /form/crmcontact |
Form |
| CRM & Distribution / CRM Masters / Pipeline Stage | Pipeline Stage | /form/crmstage |
Form |
| CRM & Distribution / CRM Masters / Lead Source | Lead Source | /form/crmsource |
Form |
| CRM & Distribution / CRM Reports / Coverage & Effective Call | Coverage & Effective Call | /report/crmcoverage |
Report |
| CRM & Distribution / CRM Reports / Dormant Outlets | Dormant Outlets | /report/crmdormant |
Report |
| CRM & Distribution / CRM Reports / New Account Funnel | New Account Funnel | /report/crmfunnel |
Report |
| CRM & Distribution / CRM Reports / Salesman Performance | Salesman Performance | /report/crmsalesmanperf |
Report |
| CRM & Distribution / CRM Reports / CRM Dashboard | CRM Dashboard | /report/crmdashboard |
Report |
| CRM & Distribution / CRM Daily Work / Dashboard | Dashboard | /dashboardcrm |
Page |