Finance

Config -> CRM -> Finance

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Below are the finance settings available for the CRM module.

finance

Quote settings

  • Expiration date - number of days before the quote expires;

  • 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

  • Set default customer type for lead conversion:

    • 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;

    • 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.