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About Selling and CRM Category

Welcome to the ERPNext CRM and Selling forum. The CRM and Selling Modules in ERPNext have features like leads, quotations, campaigns, sales orders, blanket orders and more. To see a highlight of the features, visit this CRM page and the Sales Page.

In this category, you can post questions, discuss, and help other community members with CRM and Sales related questions that pertain to ERPNext.

Before asking a question here, do go through the official ERPNext documentation for CRM and Sales to see if you can find your answers to your questions.

Here are some common topics in CRM and Selling that users may need help with:

  1. Lead
  2. Opportunity
  3. Customer
  4. Contact
  5. Campaign
  6. Quotation
  7. Sales Order
  8. Blanket Order
  9. Shipping Rule
  10. Product Bundle

When posting or replying, remember to be kind!

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