Help setting up and figuring oue Suit CRM

[claudiofranck]

Hello:

I am new to CRM but not to software development.
I would like to know where can I find a manual explaining how it works, how a lead can become a client and so on.
I need a way to register calls and especially if somebody was already called for any specific item or sales pitch s it doesn;t get called twice.

I cannot figure out the difference between contact, lead, possible client, etc…

Please help!!!

[Will]

Hi there,

Please read this expert explanation by Dale:

Hi,

Just a few corrections to what you are saying…

Opportunities - In SuiteCRM opportunities model the sale, rather than the customer. The (potential) customer is associated to an opportunity.
Lead - Are unqualified and therefore you would not quote against them. If you qualify a Lead you would convert it to an Account / Contact then create a Quote for them.
Quote - A quote you are sending / have sent a customer. There is no Order module in SuiteCRM as it is assumed a ‘Closed Accepted’ Quote is infact a Quote which has been ordered.
Contract - Not infact an order but just a way of modelling a Contract you have with a customer for example a service agreement.
Invoice - An invoice which has been converted from a Closed Accepted Quote.

Not all business types would associate a Project to a Quote / Opportunity but you could do this via the Studio Tools.

Hope this helps!

Dale

Thanks,

Will.

[claudiofranck]

Thank you, this helps a lot.

So if /i understand correctly I first create a lead and start calling and offering, then if he buys something I convert to to an account/contact (what is the difference? where and how would I use each?).

How do I convert a lead to an account/contact?

Regards