Screens and menus
Every CRM menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (10)
CRM > Dashboard
CRM dashboard
- What it is for
- One-page view of pipeline, leads, activities, forecast, losses, customers and alerts for the people and period chosen
- List: columns and filters
- Filters: Sales team, Owner, Source, period (Today, This Week, MTD, QTD, YTD, Custom). Tiles: Pipeline value, New leads, Win rate, Avg deal size, Sales cycle, Activities due. Panels: Sales funnel, Lead sources, Activities, Team performance, Forecast, Lost analysis, Customer insights, CRM alerts (6 alert counts), Top opportunities
- Buttons and actions
- Change filters, open a top opportunity
- Permission needed
- dashboard.crm (and team scope on the data)
CRM > Leads
Leads
- What it is for
- Everything captured but not yet qualified (kind = lead)
- List: columns and filters
- Reference, Subject, Company / contact, Owner, Sales team, Stage, Expected AED, Expected close, Status; hidden columns Priority, Probability %, Weighted AED, Source, Campaign, Email, Phone, Tags, Qualification %, Days in stage, Archived. Search, filters, group by, paging; Board / List / Pivot look
- Buttons and actions
- New lead, Export, open a lead, tick rows and Delete (one request each)
- Permission needed
- crm.view (list), crm.manage (create, change, delete)
Import leads
- What it is for
- Bring a CSV or Excel file of leads in and see what happened to each row
- List: columns and filters
- Imported, File, Source, Rows, Created, Duplicates, Rejected; open a row to see per-row Result / Lead / Reason
- Buttons and actions
- Import a file (.csv or .xlsx), Default source box
- Permission needed
- crm.manage (menu); list needs crm.view; switch 'Lead imports'
Duplicate review
- What it is for
- Possible duplicate leads / customers found on save, for a person to resolve (nothing is merged automatically)
- List: columns and filters
- Lead, Match (email / phone / external_id), Matches, Detail, Found; state buttons open / linked / dismissed
- Buttons and actions
- Link to customer, Not the same (asks for a reason)
- Permission needed
- crm.view (list), crm.manage (resolve); switch 'Duplicate review'
Assignment queue
- What it is for
- Leads no assignment rule could place, waiting for a manager
- List: columns and filters
- Reference, Lead, Organization, Source, Territory, Captured
- Buttons and actions
- Run assignment rules, open a lead to reassign it
- Permission needed
- crm.view (list), crm.manage (run); only deals you may see; only teams you manage are placed
Campaign responses
- What it is for
- Clicks, opens, forms and replies recorded against a campaign, waiting to be handed to sales
- List: columns and filters
- Campaign, Response, Who, Channel/Contact, Detail, When, State; Hand off to sales / Ignore
- Buttons and actions
- Hand off to sales (links the open lead with the same e-mail or phone, or captures a new lead), Ignore
- Permission needed
- crm.view (list), crm.manage (hand off); switch 'Campaigns and responses'
CRM > My agenda
My agenda
- What it is for
- My open activities soonest first, and what was escalated to me
- List: columns and filters
- Two lists: Escalated to me, My open activities. Due (local date and time + zone), Activity, Type, Record, Assigned to, Clock (Reminded / Escalated)
- Buttons and actions
- Open the record on its Activities tab
- Permission needed
- crm.view
CRM > Communications
Communications
- What it is for
- E-mails, meetings and calls reported by authorised connectors
- List: columns and filters
- Logged on records / Not matched toggle. When, Type, Subject, Participants, Connector, Record
- Buttons and actions
- Link to a record (asks for the reference), open the record
- Permission needed
- crm.view; the Not matched list only for crm.configure holders and admins
CRM > Opportunities
Opportunities
- What it is for
- Qualified deals through the pipeline: board by stage, list or pivot
- List: columns and filters
- Board: one lane per active stage with cards (reference, subject, value, owner initials, priority, next stage, W / L / New quotation). List: same columns as Leads. Pivot: rows / columns / measures (Expected value, Deals, Average probability) by Stage, Status, Lead or opportunity, Owner, Sales team, Source, Market, Organization, Expected close, Created
- Buttons and actions
- New opportunity (+ on a lane starts in that stage), drag a card to another stage, Next stage, W, L, New quotation, Export, Delete selected
- Permission needed
- crm.view (read), crm.manage (change); team scope
CRM > Activities
Activities
- What it is for
- Every call, e-mail, meeting and task on the deals I may see
- List: columns and filters
- Activity, CRM record, Type, Assigned to, Due date (overdue in red), Status; hidden Overdue, Outcome
- Buttons and actions
- Open an activity (edit / reschedule / mark done / cancel), open its deal
- Permission needed
- crm.view (read), crm.manage (change)
CRM > Leads / Opportunities
Lead / opportunity record
- What it is for
- One deal: details, qualification and forecast, activities, products, quotations, communication, documents, competitors, criteria and score, ownership, timeline and consent, stage history
- List: columns and filters
- Tabs: General, Qualification & forecast, Activities, Products, Quotations, Communication, Documents, Competitors, Criteria & score, Ownership, Timeline & consent, Stage history. Insight rail (Lead score, Expected revenue, Quick actions)
- Buttons and actions
- Edit/Save/Discard, Qualify, Convert to opportunity, Mark won, Mark lost, Disqualify, Reopen, Link / create customer, Create quotation, Assign, Add note, Archive/Unarchive, Delete, Print, Schedule activity
- Permission needed
- crm.view (read), crm.manage (write); owner / team manager / cover rule
CRM > Reporting
Pipeline by stage
- What it is for
- Open opportunities counted per stage
- List: columns and filters
- Date range (Expected close from / to), Run report, summary tiles (Records, Qualified / captured, Won / lost, Win rate, Won expected value); table Stage, Opportunities, Expected AED, Weighted AED
- Buttons and actions
- Run report, export grid
- Permission needed
- crm.view
Monthly forecast
- What it is for
- Open opportunities by expected-close month
- List: columns and filters
- Month, Opportunities, Expected AED, Weighted AED, Commit AED
- Buttons and actions
- Run report
- Permission needed
- crm.view
Loss analysis
- What it is for
- Lost deals grouped by the reason written
- List: columns and filters
- Loss reason, Opportunities, Expected AED
- Buttons and actions
- Run report
- Permission needed
- crm.view
Forecast
- What it is for
- A period's open pipeline, my locked submissions, manager adjustments and approved quotas
- List: columns and filters
- Period box; facts Gross open pipeline, Weighted (omitted left out), Commit category, Closing range; Submissions (Submitted by, Version, State, Weighted then, Committed, Manager adjustment, Total, Submitted); Quotas (Target, Won, Attainment, Committed); Open pipeline closing in the period
- Buttons and actions
- Submit my forecast, open a submission, Add manager adjustment
- Permission needed
- crm.view (read), crm.manage (submit, adjust); switch 'Forecast and quotas'
CRM analytics
- What it is for
- Closed-cohort win/loss, conversion, sales cycle, stage aging, overdue work, outcomes, attribution, losses, duplicate audit, channel partners
- List: columns and filters
- From / To dates; sections each with a stated basis line
- Buttons and actions
- Change dates
- Permission needed
- crm.view; team scope
Account plans progress
- What it is for
- Progress of each active account plan against its target
- List: columns and filters
- Plan, Period, Target, Won, Attainment %, Open pipeline, Goals done
- Buttons and actions
- Read only (plans are edited under Configuration > Account plans)
- Permission needed
- crm.view
CRM > Configuration
Pipeline stages
- What it is for
- Stages of each pipeline with probability, entry criteria and allowed moves
- List: columns and filters
- Stage, Sequence, Probability %, Qualification required, Active
- Buttons and actions
- New stage, open a stage (administrators only in the screen)
- Permission needed
- UI: company admin; server route crm.manage
Sales teams
- What it is for
- Teams and their members (record scope follows team membership)
- List: columns and filters
- Team, Members, Active
- Buttons and actions
- New team, open a team and set each person's role: Representative / Team manager / Read only / none
- Permission needed
- UI: company admin; server route crm.manage
Lead sources
- What it is for
- The list a lead picks its source from
- List: columns and filters
- Name, Status
- Buttons and actions
- New source, open, archive
- Permission needed
- UI: company admin; server route crm.manage
Tags
- What it is for
- The list of tags a deal can carry
- List: columns and filters
- Name, Status
- Buttons and actions
- New tag, open, archive
- Permission needed
- UI: company admin; server route crm.manage
Pipelines
- What it is for
- Named pipelines (the default one is used when a deal names none)
- List: columns and filters
- Code, Name, Arabic name, Description, Default, Status
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure (write), crm.view (read)
Loss and disqualification reasons
- What it is for
- The reasons a person must pick when closing a deal as lost or disqualified
- List: columns and filters
- Code, Name, Arabic name, Category, Needs a note, Status
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Lead mediums
- What it is for
- Channel type of a lead (organic, paid, e-mail, social ...)
- List: columns and filters
- Code, Name, Channel, Status
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Campaigns
- What it is for
- Marketing campaigns that leads and responses can be attributed to
- List: columns and filters
- Code, Name, Channel, Start, End, Budget, Owner, Status
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure; switch 'Campaigns and responses'
Qualification criteria
- What it is for
- Questions every lead must answer before it can be qualified
- List: columns and filters
- Code, Name, Arabic name, Data type, Read from deal field, Choices, Required to qualify, Pipeline, Version
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Lead scoring
- What it is for
- The point rules that make up a lead score
- List: columns and filters
- Code, Name, Version, Status (rules shown in the dialog as JSON)
- Buttons and actions
- New, open, archive. Re-score has no button (API only)
- Permission needed
- crm.configure; switch 'Lead scoring'
Territories
- What it is for
- Countries and cities grouped into sales territories
- List: columns and filters
- Code, Name, Arabic name, Parent, Team, Manager, Countries, Cities
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Assignment rules
- What it is for
- Rules that place new imported leads on a team member
- List: columns and filters
- Code, Name, Team, Territory, Method, Sources, Markets, Capacity, SLA, Priority, Valid from / to
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Coverage delegations
- What it is for
- Dated cover: a colleague acts on an absent owner's deals
- List: columns and filters
- Owner away, Covered by, Team, Start, End, Reason
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Activity types
- What it is for
- Kinds of activity with default length, outcomes, reminder, escalation and consent purpose
- List: columns and filters
- Code, Name, Arabic name, Channel, Default duration, Outcome required, Outcome codes
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Task sequences
- What it is for
- A numbered set of follow-up tasks applied to a deal in one go
- List: columns and filters
- Code, Name, Status (steps shown as JSON in the dialog)
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Competitors
- What it is for
- Competitors that can be recorded on a deal
- List: columns and filters
- Code, Name, Arabic name, Market, Product scope, Website
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Quotas
- What it is for
- Sales targets by person, team or territory for a period; need independent approval
- List: columns and filters
- Code, Name, Period, Owner, Team, Territory, Currency, Amount, Version, State
- Buttons and actions
- New, open, archive. There is no Approve button in the screen (API only)
- Permission needed
- crm.configure; switch 'Forecast and quotas'
Account plans
- What it is for
- A target, strategy and goals for one customer over a period
- List: columns and filters
- Code, Name, Customer, Owner, Period, Target revenue, Strategy, Goals, State
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Territory access
- What it is for
- Limit a person (reseller, regional agent) to deals in given territories
- List: columns and filters
- Person, Territory, Reason
- Buttons and actions
- New, open, archive
- Permission needed
- crm.configure
Connectors
- What it is for
- Authorised e-mail, calendar and telephony sources that post events to CRM
- List: columns and filters
- Code, Name, Source, Authorised, Last event, State
- Buttons and actions
- Authorise connector, Switch on/off, New key
- Permission needed
- crm.configure
Applications > CRM
CRM feature switches
- What it is for
- A company turns whole features off: new entries refused, menus hidden, history stays readable
- List: columns and filters
- Always on: Leads, opportunities and activities. Switches: Forecast and quotas, Lead scoring, Campaigns and responses, Duplicate review, Lead imports. CRM declares no field settings (hidden / optional / required)
- Buttons and actions
- Turn a feature off / on
- Permission needed
- company.manage (Administration > Workspace > Apps)