CRM

A Funnel uses name, description, owner, stages, probability, and status. A Lead/contact/customer uses name, company, email, phone, address, source, owner, funnel/stage, value, probability, tags, notes, and attachments. A Deal adds expected close date, amount/currency, products/services, next action, and lost reason if closed-lost. Create a Quotation/Invoice with customer, document number/date, due/valid-until date, billing details, line item, quantity, rate, tax, discount, total, terms, attachment, and status. Lists and segments use name, description, membership filters, and contacts. A campaign uses name, sender, list/segment, subject, email body/template, schedule, attachment, tracking, and status. CRM settings include sender identity, billing details, integration credentials, and defaults.