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10c.CRM Settings

The document outlines the CRM Settings introduced in Version 14, which allow users to configure leads, opportunities, quotations, and communication according to business rules. Key features include campaign naming consistency, lead duplication based on emails, auto-creation of contacts, and settings for opportunity closure and quotation validity. Additionally, it provides an option to carry forward communication and comments during the conversion of leads to opportunities and quotations.

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24 views2 pages

10c.CRM Settings

The document outlines the CRM Settings introduced in Version 14, which allow users to configure leads, opportunities, quotations, and communication according to business rules. Key features include campaign naming consistency, lead duplication based on emails, auto-creation of contacts, and settings for opportunity closure and quotation validity. Additionally, it provides an option to carry forward communication and comments during the conversion of leads to opportunities and quotations.

Uploaded by

subashuk
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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15/04/2025, 16:34 CRM Settings

CRM Settings

Introduced in Version 14.

CRM Settings allow you to configure your leads, opportunities, quotations and communication as
per the business tules..

To access CRM Settings, go to:

Home > CRM > Settings > CRM Settings

Lead

1. Campaign Naming By
It ensures consistency in the naming convention used by the organisation by automatically
generating names for new campaigns based on predefined rules or patterns. It helps users create
and maintain unique campaigns and track their effectiveness.

2. Allow Lead Duplication based on Emails


If this is enabled, the system will allow users to create multiple leads with the same email address
at the same time.

3. Auto Creation of Contact


The system will automatically create a new Contact on creation of a Lead.

Opportunity

1. Close Replied Opportunity After Days


If there are many Opportunities having a status other than Open, then they will be auto-closed
after the no. of days mentioned in this field if there is no action.

https://docs.frappe.io/erpnext/user/manual/en/crm_settings 1/2
15/04/2025, 16:34 CRM Settings

Quotation

1. Default Quotation Validity Days


You can configure quotations to the customer to be valid only for certain days. In the Quotation,
you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from
the Quotation's Posting Date. You can change the no. of days in this field as per your business
case.

Other Settings

1. Carry Forward Communication and Comments


If this is enabled, When converting a Lead into Opportunity and Opportunity to Quotation, the
system will auto copy the emails and comments from the source document.

https://docs.frappe.io/erpnext/user/manual/en/crm_settings 2/2

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