CRM & Sales
67 guides in this area.
Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.
BSuit ERP (67)
Masters (24)
- AccountsPartially reviewed17 fields. Manage accounts
- ActivitiesPartially reviewed7 fields. Manage activities
- Activity TypesPartially reviewed6 fields. Manage activity types
- Campaign MembersPartially reviewed1 fields. Manage campaign members
- Campaign TypesPartially reviewed5 fields. Manage campaign types
- CampaignsPartially reviewed11 fields. Manage campaigns
- Comm TemplatesPartially reviewed6 fields. Manage communication templates
- CompetitorsPartially reviewed7 fields. Manage competitors
- ContactsPartially reviewed13 fields. Manage contacts
- Knowledge BasePartially reviewed5 fields. Manage knowledge articles
- Lead SourcesPartially reviewed5 fields. Manage lead sources
- LeadsPartially reviewed16 fields, 1 reference. Manage leads
- Opportunity Contact RolesPartially reviewed4 fields. The buying committee on a deal
- Opportunity ProductsPartially reviewed5 fields. Line items — roll up to the opportunity amount
- Pipeline StagesPartially reviewed8 fields. Manage pipeline stages
- QuotasPartially reviewed4 fields. Manage quotas
- Sales TeamsPartially reviewed4 fields. Manage sales teams
- Sequence EnrollmentsPartially reviewed4 fields. Who is enrolled, and their next due step
- Sequence StepsPartially reviewed6 fields. Timed steps within a cadence
- Sla PoliciesPartially reviewed7 fields. Manage SLA policies
- Team MembersPartially reviewed3 fields, 2 reference. Manage team members
- TerritoriesPartially reviewed5 fields. Manage territories
- Ticket CategoriesPartially reviewed5 fields. Manage ticket categories
- TicketsPartially reviewed6 fields. Manage tickets
Transactions (1)
- OpportunitiesPartially reviewed9 fields, 1 reference. Manage opportunities
Details and forms (1)
- Quote / ProposalPartially reviewedReference for Quote / Proposal in CRM & Sales.
Other pages (7)
- Activity TimelinePartially reviewedUnified history of calls, emails, meetings, notes and system events for a CRM record.
- CrmPartially reviewedPipeline, weighted forecast, opportunities & attention items
- Lead Scoring RulesPartially reviewedField/operator/value rules that award points toward a lead
- Lead SegmentsPartially reviewedCondition-based groups of leads — built from the same field/operator rules as scoring
- Pipeline BoardPartially reviewedDrag opportunities between stages to update their pipeline position.
- Sales ForecastPartially reviewedWeighted pipeline forecast — amount × probability, by period, stage and owner.
- Sales SequencesPartially reviewedAutomated multi-step cadences — select a sequence to build its steps
Articles and how-tos (2)
- Lead to won deal: leads, pipeline, quotes and forecastPartially reviewedCapture and score leads, convert them to accounts and opportunities, work the pipeline board, issue versioned quotes, win the deal into a draft sales order and read the forecast.
- Getting started with CRM & SalesPartially reviewedLeads and pipeline: Accounts, Contacts, Opportunities, campaigns, and forecasting.
Data reference (32)
- CrmAccount — data referencePartially reviewed30 fields, 1 reference. All 30 fields BSuit stores for CrmAccount (CRM & Sales), with the record types they refer to.
- CrmActivity — data referencePartially reviewed20 fields. All 20 fields BSuit stores for CrmActivity (CRM & Sales), with the record types they refer to.
- CrmActivityType — data referencePartially reviewed10 fields. All 10 fields BSuit stores for CrmActivityType (CRM & Sales), with the record types they refer to.
- CrmCampaign — data referencePartially reviewed24 fields. All 24 fields BSuit stores for CrmCampaign (CRM & Sales), with the record types they refer to.
- CrmCampaignMember — data referencePartially reviewed12 fields. All 12 fields BSuit stores for CrmCampaignMember (CRM & Sales), with the record types they refer to.
- CrmCampaignType — data referencePartially reviewed9 fields. All 9 fields BSuit stores for CrmCampaignType (CRM & Sales), with the record types they refer to.
- CrmCommTemplate — data referencePartially reviewed10 fields. All 10 fields BSuit stores for CrmCommTemplate (CRM & Sales), with the record types they refer to.
- CrmCompetitor — data referencePartially reviewed11 fields. All 11 fields BSuit stores for CrmCompetitor (CRM & Sales), with the record types they refer to.
- CrmContact — data referencePartially reviewed18 fields. All 18 fields BSuit stores for CrmContact (CRM & Sales), with the record types they refer to.
- CrmKnowledgeArticle — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for CrmKnowledgeArticle (CRM & Sales), with the record types they refer to.
- CrmLead — data referencePartially reviewed29 fields. All 29 fields BSuit stores for CrmLead (CRM & Sales), with the record types they refer to.
- CrmLeadSource — data referencePartially reviewed9 fields. All 9 fields BSuit stores for CrmLeadSource (CRM & Sales), with the record types they refer to.
- CrmNewsletterSubscriber — data referencePartially reviewed10 fields. All 10 fields BSuit stores for CrmNewsletterSubscriber (CRM & Sales), with the record types they refer to.
- CrmOpportunity — data referencePartially reviewed27 fields, 1 reference. All 27 fields BSuit stores for CrmOpportunity (CRM & Sales), with the record types they refer to.
- CrmOpportunityCompetitor — data referencePartially reviewed9 fields. All 9 fields BSuit stores for CrmOpportunityCompetitor (CRM & Sales), with the record types they refer to.
- CrmOpportunityContactRole — data referencePartially reviewed9 fields, 1 reference. All 9 fields BSuit stores for CrmOpportunityContactRole (CRM & Sales), with the record types they refer to.
- CrmOpportunityProduct — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for CrmOpportunityProduct (CRM & Sales), with the record types they refer to.
- CrmPipelineStage — data referencePartially reviewed12 fields. All 12 fields BSuit stores for CrmPipelineStage (CRM & Sales), with the record types they refer to.
- CrmQuota — data referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for CrmQuota (CRM & Sales), with the record types they refer to.
- CrmQuoteDocument — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for CrmQuoteDocument (CRM & Sales), with the record types they refer to.
- CrmSalesTeam — data referencePartially reviewed10 fields. All 10 fields BSuit stores for CrmSalesTeam (CRM & Sales), with the record types they refer to.
- CrmSalesTeamMember — data referencePartially reviewed7 fields, 1 reference. All 7 fields BSuit stores for CrmSalesTeamMember (CRM & Sales), with the record types they refer to.
- CrmScoringRule — data referencePartially reviewed11 fields. All 11 fields BSuit stores for CrmScoringRule (CRM & Sales), with the record types they refer to.
- CrmSegment — data referencePartially reviewed10 fields. All 10 fields BSuit stores for CrmSegment (CRM & Sales), with the record types they refer to.
- CrmSequence — data referencePartially reviewed8 fields, 1 reference. All 8 fields BSuit stores for CrmSequence (CRM & Sales), with the record types they refer to.
- CrmSequenceEnrollment — data referencePartially reviewed12 fields, 1 reference. All 12 fields BSuit stores for CrmSequenceEnrollment (CRM & Sales), with the record types they refer to.
- CrmSequenceStep — data referencePartially reviewed12 fields, 1 reference. All 12 fields BSuit stores for CrmSequenceStep (CRM & Sales), with the record types they refer to.
- CrmSlaPolicy — data referencePartially reviewed11 fields. All 11 fields BSuit stores for CrmSlaPolicy (CRM & Sales), with the record types they refer to.
- CrmTerritory — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for CrmTerritory (CRM & Sales), with the record types they refer to.
- CrmTicket — data referencePartially reviewed19 fields, 2 reference. All 19 fields BSuit stores for CrmTicket (CRM & Sales), with the record types they refer to.
- CrmTicketCategory — data referencePartially reviewed9 fields. All 9 fields BSuit stores for CrmTicketCategory (CRM & Sales), with the record types they refer to.
- WebsiteAnnouncement — data referencePartially reviewed11 fields. All 11 fields BSuit stores for WebsiteAnnouncement (CRM & Sales), with the record types they refer to.