CRM
Track inquiries, appointments, sales, warranties, and sponsors.
Overview
Lifetime-to-date CRM counts, net prices, costing, and revenue.
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Overview by Period
Same metrics filtered by date. Inquiries use created timestamp; all other stages use installation date. Defaults to the current month — change dates, then refresh.
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Inquiry
Records currently in Lead Stage: Inquiry.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No inquiries yet. | ||||||
Appointment
Records currently in Lead Stage: Appointment.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No appointments yet. | ||||||
Sales
Records currently in Lead Stage: Sale. Progress includes Invoice PDF as the final gate.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No sales yet. | ||||||
Completed Sales
Records currently in Lead Stage: Completed Sale. View only.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No completed sales yet. | ||||||
Warranty
Records currently in Lead Stage: Warranty. View only.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No warranty records yet. | ||||||
Sponsors
Records currently in Lead Stage: Sponsor. View only.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No sponsors yet. | ||||||
Archived
Records currently in Lead Stage: Archived. View only.
| Actions | Reference | Customer | Contact | Source | Status | Created |
|---|---|---|---|---|---|---|
| No archived records yet. | ||||||