Overview

CRM covers pre-sales leads, commercial opportunities, and pipeline forecasting—separate from operational invoicing.

Where in the app

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)

CRM module (crm.configuration, crm.reporting).

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