Overview
User guide for Overview in the Numezis company portal.
CRM covers pre-sales leads, commercial opportunities, and pipeline forecasting—separate from operational invoicing.
Where in the app
/c/companies/:companyId/crm/reports
Step-by-step
- Enable CRM at tenant then company level.
- Configure pipelines, sources, and assignment rules.
- Import or create leads, then qualify into opportunities.
- Track forecast and won/lost reasons for reporting.
Permissions and modules
Requires CRM module and appropriate group permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
crm.reporting | CRM Pipeline Health and Sales Forecast Reports | medium | UAT-C-CRM-REPORT-001 |