WindoorERP Documentation 19.0

Configure predictive lead scoring rules, mining requests, and general CRM settings

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Controls global CRM operational switches in WindoorERP, encompassing predictive lead scoring parameters, automatic rule-based assignment intervals, and B2B corporate lead mining requests.

Before you start

  • System Administrator access.

Steps

CRM global configuration settings panel

B2B lead mining requests registry list

Important

Predictive scoring continuously learns from historical Win/Loss outcomes to fine-tune opening probabilities for future villa and tower projects.

  1. 01
    Open CRM › Configuration › Settings to enable core modules: Leads, Multi-Teams, Predictive Lead Scoring, and Rule-Based Assignment.
  2. 02
    Configure Predictive Lead Scoring variables: select attributes (e.g. Country, State, Phone Quality, Source) used by the engine to compute success probabilities.
  3. 03
    Under Lead Assignment, toggle Running frequency (e.g. hourly or daily) for automated round-robin lead allocation.
  4. 04
    Navigate to CRM › Configuration › Lead Mining Requests to generate targeted contractor prospects by country and industry.

Common mistakes

  • Enabling rule-based assignment without defining domain filters on sales team members.
  • Forgetting to click Save in Settings before navigating to other administration screens.

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