> For the complete documentation index, see [llms.txt](https://docs.xenoraa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xenoraa.com/xenoraa-tenant-onboarding-guide/crm-2.0-and-sales-pipeline.md). # CRM 2.0 & Sales Pipeline ## CRM 2.0 & Sales Pipeline 🤝 The **CRM 2.0** module is the central engine for your sales team. It helps you track prospects from their very first inquiry, nurture them into qualified contacts, manage their parent business accounts, and close high-value deals through a structured, visual sales pipeline. *** ### 📊 The Sales Lifecycle in Xenoraa Xenoraa normalizes the sales lifecycle into four distinct entities: ``` [ Lead ] ------------> [ Contact ] + [ Account ] ------------> [ Deal ] (Prospect) (Individual) (Organization) (Revenue Opportunity) ``` 1. **Lead:** An unqualified prospect (e.g., a website inquiry, a business card, or a cold email contact). 2. **Contact:** A qualified individual with whom you have established a relationship. 3. **Account:** The business or organization that the Contact represents. Multiple Contacts can belong to a single Account. 4. **Deal:** A qualified sales opportunity with an associated deal value, pipeline stage, and close date. *** ### 👤 Step-by-Step Module Walkthrough #### 1. Lead Management Leads enter your system via manual creation, bulk CSV import, or automated web-to-lead integrations. * **Viewing Leads:** Navigate to `CRM 2.0 > Sales > Leads`. You will see a structured table of all active leads, their source (e.g., Web, Referral, Cold Call), lead status (e.g., New, Contacted, Nurturing, Qualified, Unqualified), and deal value. * **Creating a Lead:** Click **Create Lead**. Fill in the name, company, email, phone, and estimated deal value. * **Nurturing & Activities:** Open a lead's detail page to log notes, schedule calendar events, create follow-up tasks, or assign reminders. This keeps your team aligned on the next steps. #### 2. Lead Conversion When a lead is qualified (e.g., they express concrete interest in your products or services), click the **Convert Lead** button. * This action automatically performs three tasks in one click: 1. Creates a **Contact** record for the individual. 2. Creates an **Account** record for their company. 3. Optionally creates a **Deal** in your pipeline to track the revenue opportunity. * All notes, attachments, and activity history are seamlessly transferred to the new records. #### 3. Managing Contacts & Accounts Your contacts and accounts form your permanent customer database. * **Contacts (`CRM 2.0 > Sales > Contacts`):** Displays a directory of all individual customers. You can filter contacts by their lead source, status, or assigned sales representative. * **Accounts (`CRM 2.0 > Sales > Accounts`):** Displays your business-to-business (B2B) directory. Each account profile aggregates all associated contacts, deals, invoices, and purchase orders, giving you a complete 360-degree view of your relationship with that business. #### 4. Closing Deals via the Pipeline Deals represent your active sales pipeline. * **Visual Pipeline:** Navigate to `CRM 2.0 > Sales > Deals`. You can view your deals in a traditional table or switch to the **Kanban Board** view. * **Pipeline Stages:** Drag and drop deals across standard stages: 1. *Qualification* (10% probability) 2. *Proposal/Price Quote* (40% probability) 3. *Negotiation/Review* (70% probability) 4. *Closed Won* (100% probability) 5. *Closed Lost* (0% probability) * **Weighted Revenue Forecasting:** Xenoraa automatically calculates your weighted pipeline value (Deal Value × Stage Probability) to give you an accurate sales forecast for the quarter. *** ### 💡 Pro-Tips for Sales Managers * **Sales Forecast Summary:** Navigate to `CRM 2.0 > Analytics > Forecasts` to set quarterly targets for your team. You can compare actual achieved revenue against targets in real-time. * **Bulk Actions:** You can select multiple leads or contacts to perform bulk status updates, assign them to a different sales rep, or delete them in batches. * **Document Templates:** Create standardized email templates or proposal templates in `Settings > Mail Templates` to speed up your sales team's outreach. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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