Guided journey
3- Setup CRM and Sales
Configure the commercial side end to end: who sells, how the pipeline is shaped, how a price is reached, and what the customer finally receives.
This path configures the commercial half of WindoorERP: the team that sells, the pipeline an enquiry travels through, the rules that decide a price, and the document the customer finally opens. None of it is hard on its own. What makes it a journey is the order — stages, pricelists and quotation templates all reference each other, and reworking one late means reworking the rest.
The reading is short, about twenty minutes. The decisions are not. Set aside an afternoon with whoever owns the sales targets, and finish with the last two steps, which put one real enquiry through everything you have just built.
By the end you will be able to
- Structure sales teams, name their leaders, and set the monthly target each is measured against
- Route incoming enquiries to the right team automatically, by territory and postal jurisdiction
- Shape the pipeline: the stages a deal passes through, the probability of each, and what fires at a milestone
- Record why deals are lost, so win/loss reporting is worth reading
- Decide how a price is reached — pricelists and contractor tiers, colour and glass variants, hardware bundles, and engines that calculate by area and perimeter
- Standardise what the customer receives: quotation templates, the PDF pack, the default validity, and the email signature
- Take one enquiry from lead to sent quotation on the configuration you have just built
Before you start
- Administrator rights, or the Sales and CRM administrator access groups
- Your company, users and languages already set up — start with "1- First Time Log in System" if not
- Your product catalogue and profile series loaded, since pricelists and price engines are built on them
- Decisions taken with the sales owner beforehand: the teams, their targets, the stages a deal really passes through, and the discount authority each role has
The path
01
Set up the sales team
- 01 Structure the teams and their targets Start with the org chart, not the software. A team owns a pipeline, a leader owns the team, and the monthly target is what every report later compares against. 8 min Set up sales teams: leader, email alias, invoicing target and members
- 02 Create the team from Sales, and see where it lands The CRM screen you just used and Sales › Configuration › Sales Teams are the same record seen from two apps. This is the Sales side of it: the list you create teams from, the team that gets stamped on every quotation and invoice your people raise, and the part that bites a year later — what archiving or deleting a team does to the history hanging off it. 18 min Create and manage sales teams from Sales: the Configuration list, the team on every order, and archiving
- 03 Cap what each salesperson can carry A team target means nothing if one person is holding forty enquiries and another six. Lead limits and capacities spread the pipeline before anyone drowns in it. 7 min Set member capacity, pause assignment and the two lead filters
- 04 Assign enquiries by territory Decide who an enquiry belongs to before anyone has to ask. Territories assign by geography and postal jurisdiction, so a lead from a city lands on the right desk without a manager in the middle. 7 min Map sales territories as circles and hand their opportunities to a team
- 05 Let the system hand out the leads The teams, capacities and territories you just configured are the inputs. Rule-based assignment is the machine that uses them: it takes every unassigned enquiry, allocates it to a team whose domain matches, then hands it to a salesperson with room — converting it to an opportunity as it lands. Read this one before pressing the button on live data: a run also merges duplicate enquiries. 9 min Automatically assign leads to sales teams and salespeople
02
Shape the pipeline
- 06 Name the stages a deal really passes through The stages are the shape of your sales process, and every forecast you ever read is built from their probabilities. Name them for what actually happens in your business, not for what the sample data called them. 8 min Design the pipeline: stage columns, the won stage, rotting thresholds and per-team stages
- 07 Record why deals are lost A deal that simply disappears teaches you nothing. Lost reasons are the difference between "we lose a lot" and "we lose on lead time in the north" — spend ten minutes on the list now. 7 min Close a deal as lost: the Lost dialog, lost reasons, restoring a deal and win/loss reporting
- 08 Classify projects with your own tags Tags classify a project by what it is — tower, villa, retrofit, curtain wall — so the pipeline can be sliced by work type later. Recurring plans cover the service revenue that follows the job. 6 min Tag opportunities and define recurring revenue plans
- 09 Fix the CRM settings and lead scoring The general CRM settings live here too, so this is where the pipeline's behaviour is finally fixed: scoring rules, lead mining, and the switches that decide how enquiries reach the pipeline at all. 8 min CRM settings: predictive lead scoring, rule-based assignment and lead mining
03
Make the follow-up automatic
- 10 Write the follow-up down once An activity plan is the follow-up your best salesperson does from memory, written down once and applied to everyone. Onboarding a project stops depending on who picked it up. 6 min Build activity plans: reusable step lists launched on an opportunity
- 11 Define your own activity types The stock activity types are generic — call, meeting, to-do. Yours are not: a site measurement, a shop-drawing approval, a sample delivery. Define them once, with the mail template and the next action each one chains into. 6 min Define activity types: action, default summary, schedule and chaining
04
Shape what the customer receives
- 12 Standardise the quotation itself A quotation template carries the window lines, the terms and the wording you use every time. It is how two salespeople send the same document instead of two different ones. 6 min Quotation templates: lines, sections, validity, online signature and payment
- 13 Build the PDF the customer opens The PDF is the only part of this the customer ever sees. Set up the builder, the fields that fill themselves, and the submittal pack the consultant will ask for. 6 min Wrap quotations in PDF headers and footers, and fill their form fields
- 14 Set validity, margins and the email signature The last of the settings, and the ones people notice: how long a quotation stays valid, the margin warning a salesperson sees, and the signature at the foot of every email. 6 min Sales settings: the features that unlock every other screen
05
Run one deal through it
- 15 Qualify a real enquiry into an opportunity Everything is configured; now use it. Take a real enquiry, qualify it into an opportunity, and link it to the architect or contractor account behind it. 8 min Qualify leads and convert them into opportunities linked to the right customer account
- 16 Quote it, and see the whole setup work Quote it from the opportunity itself. If the template, the pricelist and the engine were set up correctly the document mostly builds itself — and if something is wrong, this is where you find out, not in front of a customer. 5 min Raise a quotation from an opportunity, and track it in My Quotations
Running a window or door factory?
Ask for a demo