# CRM ### Overview The **CRM Module** in MangoApps allows users to manage sales opportunities by creating, viewing, and tracking potential deals directly within the platform. This module is useful for sales executives, account managers, and administrators to organize customer interactions, forecast revenue, and guide deals through various sales stages. *** ### Native vs. Integrated CRM Module Dashboards MangoApps provides two ways to access and manage opportunities in the CRM module: the **Native CRM Dashboard** and the **Integrated CRM View** within the User Portal. Each offers unique benefits and visual layouts designed to support different stages and user roles in the sales process. #### **Native CRM Dashboard (Kanban View)** The **native dashboard** provides a visual pipeline layout for opportunity tracking. It is designed for sales and business development teams who need to manage opportunity progress at a glance.
**Key Features:** * **Kanban-Style Timeline View:** Opportunities are organized by stage (Lead, Qualified, Negotiation, Verbal Commitment, Deal Won). * **Drag-and-Drop Functionality:** Easily move opportunity cards between stages to reflect updates. * **Stage Totals:** Each column displays the total value of opportunities in that stage. * **Detailed Opportunity Cards:** Each card includes opportunity name and dollar value; clicking a card opens the opportunity workspace. * **Filter Options:** Users can filter by category and date range. **Best For:** Sales pipeline management, visualizing progress, and updating opportunity stages quickly. *** #### **Integrated CRM Dashboard (Icon Grid View)** The **integrated CRM view** appears as part of the CRM module when the CRM module has been integrated with a third-party provider (such as Salesforce). This layout is more compact and icon-focused, designed for CRM management across platforms. **Key Features:** * **Icon-Based Layout:** Opportunities are displayed as individual tiles or cards. * **Opportunity Workspace Access:** Clicking an icon takes you directly to the detailed opportunity workspace. * **Account-Level Insights:** Each card shows client name, last activity date, owner, and deployment model. * **Structured for Accounts:** Emphasis is on managing CRM records at the client or account level, rather than tracking by pipeline stage. * **Grid/List View**: Swap between an icon card or list view of opportunities and their information. *** ### Viewing Opportunities You can view and manage your opportunities on the **CRM Dashboard**. Clicking an opportunity or card (integrated view) will open detailed opportunity information. *** ### Managing Opportunities From the dashboard: * **Filter:** View by category or opportunity status. * **Sort:** Change display order as needed. * **Edit/Delete:** Modify or remove opportunities as required (permissions apply). *** ### Opportunity Details The **CRM Module** in enables teams to manage customer opportunities from creation to closure. It centralizes customer data, tracks deal progress, and supports collaboration among sales and account teams. **Activity Feed (Center Area)** Displays all updates, posts, comments, and file shares related to the opportunity. Sales and account teams can post updates, tag teammates, and collaborate in real-time. Typical activities may include meeting notes, proposal uploads, or next-step discussions. *** **Quick Actions** Accessible via the top-right **Opportunity Tools** menu. Actions may include editing the opportunity, adding notes, or linking files. *** **Opportunity Details Panel (Right Side)** This panel includes comprehensive information on the opportunity. From the **Opportunities Details** panel, you will find the following details (integrated view): * **Driver:** Owner of the opportunity. * **Created Date:** Date when the opportunity was added. * **Name:** Opportunity title. * **Description:** Summary of the opportunity and its potential impact. * **Stage:** Current stage in the sales process (e.g., Proposal/Price Quote). * **Account:** Related customer account. * **Account ID:** Unique identifier for the account. * **Probability (%):** Likelihood of winning the deal. * **Close Date:** Expected deal closure date. * **Next Step:** Suggested action to move the opportunity forward. * **Lead Source:** Origin of the opportunity (e.g., Partner Referral). * **Campaign:** Related marketing campaign. * **Currency & Amount:** Deal value. * **Departments:** Involved departments. * **Type:** Customer type (e.g., New Customer). * **Contacts & Notes:** Additional information. * **Deployment Model:** Deployment preference (e.g., Private Cloud). * **Location:** Customer location. * **Sales Executive:** Assigned salesperson. If the **CRM module** is connected to a third-party system, you can click '**See More Details in CRM System**' to view additional information. *** ### Forward Emails In the native CRM (Kanban view) only, each opportunity workspace includes a unique forwarding email address displayed in the top-right corner. Only members of the opportunity can use this address to forward emails. Any forwarded email will appear as an update within the opportunity workspace. *** ### Creating a New Opportunity To create a new opportunity, click the **Create Opportunity** button. #### Required Fields: * **Opportunity Title:** Enter a descriptive title. * **Stage:** Select the current sales stage. #### Optional Fields: * **Account:** Link the opportunity to an existing account. * **Description:** Provide a summary (up to 2000 characters). * **Amount:** Expected deal size in currency. * **Type:** Choose the customer type (New or Existing). * **Lead Source:** Identify the opportunity source. * **Close Date:** Estimated deal closure date. * **Next Step:** Outline the next planned action. * **Deployment Model:** Select deployment type (e.g., Cloud, On-Premise). * **Location:** Customer or project location. * **Sales Executive:** Assign a sales representative. Once all required fields are complete, click **Create** to save the opportunity. *** ### Adding Members Add users to an opportunity workspace to enable collaboration, task assignment, and communication among relevant team members.
To add members, go to the CRM module and select the specific opportunity workspace. In the left navigation panel of the workspace, click on the **Members** tab to view the current list of team members. **Add Members** In the top-right corner of the Members section, click the **Add Members** button. A pop-up window will appear allowing you to search for and select users. Use the search bar to quickly find team members by name or title (multiple users can be added at once). Once you have selected the desired members, click **Add** to include them in the opportunity workspace. *** **View Membership Info** You can view when each member joined and their last active date directly in the member list. *** **Follow All Members** You can also click the **Follow All Members** button to stay up-to-date with all workspace members' activity. *** ### Frequently Asked Questions **Q. Can all members edit the details of an opportunity?** **A.** No. Only the opportunity creator, network admins, and coordinators have permission to edit opportunity details. As an opportunity admin, you can add members to the opportunity, but these members cannot edit its core details unless they hold one of the roles mentioned above. *** **Q. Can guest users be added to an opportunity?** **A.** No. Only network users can be added as members of an opportunity. Guest users are not permitted. *** **Q. Can I add or change the default stages of an opportunity?** **A.** Yes. If you have admin rights, you can customize opportunity stages to match your organization's process. To do this: * Go to **Admin Portal > CRM > Stages** and click **“+ Add a New Opportunity Stage”**. * The stages you configure here will appear on the CRM dashboard. By default, MangoApps provides the following stages: * Qualified * Negotiation * Verbal Commitment * Deal Won * Deal Lost * Lead * Revisit Later You can also edit any of these default stages by hovering over them and clicking **“Edit”**. *** **Q. Can MangoApps CRM sync with Salesforce?** **A.** Yes, but with certain limitations. To enable integration with Salesforce, your Salesforce account must be on the **Enterprise**, **Ultimate**, or **Developer** edition.\ The following Salesforce editions are **not supported** because they do not offer access to the Salesforce REST API: * Personal * Group * Professional --- # Agent Instructions: 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. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://guides.mangoapps.com/user-guide/team-crm.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.