ProductCrm
Overview
User guide for Overview in the Numezis company portal.
Overview
CRM covers pre-sales leads, commercial opportunities, and pipeline forecasting—separate from operational invoicing.
Where in the app
- CRM → Opportunities —
/c/companies/:companyId/crm/opportunities
Step-by-step
- Enable CRM at tenant then company. (Expected: CRM sidebar visible.) (UAT-C-CRM-CFG-001)
- Open CRM → Config for pipelines and sources. (Expected: catalogs saved.) (UAT-C-CRM-LEAD-002)
- Create and qualify leads; convert to opportunities. (Expected: no invoice from lead.) (UAT-C-CRM-OPP-001)
- Move opportunities on the pipeline board. (Expected: stage history auditable.) (UAT-C-CRM-REP-001)
- Review CRM → Reporting for funnel KPIs. (Expected: totals match stages.) (UAT-C-CRM-REP-001)
- If permission denied on config, use tenant admin to enable module cascade. (UAT-C-CRM-REP-001)
Permissions and modules
CRM module (crm.configuration, crm.reporting).
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
crm.reporting | CRM Pipeline Health and Sales Forecast Reports | crm_config | optional | CRM Pipeline Health and Sales Forecast Reports | medium | UAT-C-CRM-REPORT-001 |