Finance
Config -> CRM -> Finance
Below are the finance settings available for the CRM module.
Quote settings
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Expiration date - number of days before the quote expires;
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Quote number pattern - format of quote numbers, this can be changed using variables from the description.
Deals settings
- Expiration date - number of days before the deal expires.
Conversion settings
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Set default customer type for lead conversion:
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Create active customer and invoice - after the conversion of a lead to a customer, the status of the new customer will be "active" and an invoice will be created;
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Create inactive customer and proforma invoice - after the conversion of a lead to a customer, the status of the new customer will be "inactive" and a proforma invoice will be created.
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