Summary

In this chapter, we started by discussing the role of a CRM system in a modern-day business. We installed the CRM application, created salespeople, and then proceeded to develop a system to manage the sales process. In our example, we walked an opportunity through the various stages in the sales process. Finally, we saw how to modify stages in the sales cycle and turn the opportunity directly into a quotation.

In the next chapter, we will turn our attention to install the purchasing application to set up suppliers, create purchase orders, and receive goods into our warehouse.