Guided journey
3- Setup CRM and Sales
Configure the commercial side end to end: who sells, how the pipeline is shaped, how a price is reached, and what the customer finally receives.
This path configures the commercial half of WindoorERP: the team that sells, the pipeline an enquiry travels through, the rules that decide a price, and the document the customer finally opens. None of it is hard on its own. What makes it a journey is the order — stages, pricelists and quotation templates all reference each other, and reworking one late means reworking the rest.
The reading is short, about twenty minutes. The decisions are not. Set aside an afternoon with whoever owns the sales targets, and finish with the last two steps, which put one real enquiry through everything you have just built.
By the end you will be able to
- Structure sales teams, name their leaders, and set the monthly target each is measured against
- Route incoming enquiries to the right team automatically, by territory and postal jurisdiction
- Shape the pipeline: the stages a deal passes through, the probability of each, and what fires at a milestone
- Record why deals are lost, so win/loss reporting is worth reading
- Decide how a price is reached — pricelists and contractor tiers, colour and glass variants, hardware bundles, and engines that calculate by area and perimeter
- Standardise what the customer receives: quotation templates, the PDF pack, the default validity, and the email signature
- Take one enquiry from lead to sent quotation on the configuration you have just built
Before you start
- Administrator rights, or the Sales and CRM administrator access groups
- Your company, users and languages already set up — start with "1- First Time Log in System" if not
- Your product catalogue and profile series loaded, since pricelists and price engines are built on them
- Decisions taken with the sales owner beforehand: the teams, their targets, the stages a deal really passes through, and the discount authority each role has
The path
01
Set up the sales team
- 01 Structure the teams and their targets Start with the org chart, not the software. A team owns a pipeline, a leader owns the team, and the monthly target is what every report later compares against. 2 min Structure sales teams, assign team leaders, and define monthly invoicing targets
- 02 Cap what each salesperson can carry A team target means nothing if one person is holding forty enquiries and another six. Lead limits and capacities spread the pipeline before anyone drowns in it. 1 min Manage sales member capacities, lead limits, and workload distribution
- 03 Assign enquiries by territory Decide who an enquiry belongs to before anyone has to ask. Territories assign by geography and postal jurisdiction, so a lead from a city lands on the right desk without a manager in the middle. 1 min Configure geographic sales territories and postal jurisdiction rules
02
Shape the pipeline
- 04 Name the stages a deal really passes through The stages are the shape of your sales process, and every forecast you ever read is built from their probabilities. Name them for what actually happens in your business, not for what the sample data called them. 1 min Customize sales pipeline stages, probabilities, fold states, and automated milestone triggers
- 05 Record why deals are lost A deal that simply disappears teaches you nothing. Lost reasons are the difference between "we lose a lot" and "we lose on lead time in the north" — spend ten minutes on the list now. 2 min Configure Lost Reasons, mark deals as lost, unarchive, and analyze win/loss trends
- 06 Classify projects with your own tags Tags classify a project by what it is — tower, villa, retrofit, curtain wall — so the pipeline can be sliced by work type later. Recurring plans cover the service revenue that follows the job. 1 min Manage project classification tags and recurring service revenue plans
- 07 Fix the CRM settings and lead scoring The general CRM settings live here too, so this is where the pipeline's behaviour is finally fixed: scoring rules, lead mining, and the switches that decide how enquiries reach the pipeline at all. 1 min Configure predictive lead scoring rules, mining requests, and general CRM settings
03
Make the follow-up automatic
- 08 Write the follow-up down once An activity plan is the follow-up your best salesperson does from memory, written down once and applied to everyone. Onboarding a project stops depending on who picked it up. 1 min Configure automated Activity Plans for standardized project onboarding workflows
- 09 Define your own activity types The stock activity types are generic — call, meeting, to-do. Yours are not: a site measurement, a shop-drawing approval, a sample delivery. Define them once, with the mail template and the next action each one chains into. 1 min Define custom fenestration activity types, chaining rules, and automated mail templates
04
Decide how a price is reached
- 10 Set pricelists and contractor tiers Pricelists decide what a given customer pays before anyone types a number: contractor tiers, volume rules, and the currency the deal is quoted in. 1 min Configure dynamic customer pricelists, contractor tiers, and currency rules
- 11 Set up variants for colour, glass and finish One profile series is not one product: it is a colour, a glass thickness and a surface finish away from a hundred. Variants keep that as one catalogue entry instead of a hundred, and the price difference rides on the attribute. 1 min Configure product variants across profile colors, glass thicknesses, and surface finishes
- 12 Bundle the hardware you always sell together Handles, hinges and locks are chosen together, not one at a time. Combos and bundles let a salesperson pick the package the customer actually buys, and product tags keep the catalogue findable while doing it. 1 min Manage packaged architectural combo choices, hardware bundles, and product tags
- 13 Configure the parametric price engines This is the part specific to fenestration: a window is not priced per unit, it is calculated from area and perimeter. Configure the engine once and every quotation line prices itself from its own dimensions. 1 min Configure parametric Price Engines for automated area and perimeter window calculations
05
Shape what the customer receives
- 14 Standardise the quotation itself A quotation template carries the window lines, the terms and the wording you use every time. It is how two salespeople send the same document instead of two different ones. 1 min Design standardized Quotation Templates with pre-configured window lines and terms
- 15 Build the PDF the customer opens The PDF is the only part of this the customer ever sees. Set up the builder, the fields that fill themselves, and the submittal pack the consultant will ask for. 2 min Configure PDF Quote Builder, dynamic PDF form fields, and architectural submittal packs
- 16 Set validity, margins and the email signature The last of the settings, and the ones people notice: how long a quotation stays valid, the margin warning a salesperson sees, and the signature at the foot of every email. 1 min Configure global Sales settings, custom email signatures, default validity, and margins
06
Run one deal through it
- 17 Qualify a real enquiry into an opportunity Everything is configured; now use it. Take a real enquiry, qualify it into an opportunity, and link it to the architect or contractor account behind it. 2 min Convert incoming leads into qualified opportunities and link architectural accounts
- 18 Quote it, and see the whole setup work Quote it from the opportunity itself. If the template, the pricelist and the engine were set up correctly the document mostly builds itself — and if something is wrong, this is where you find out, not in front of a customer. 2 min Generate, customize, and send parametric fenestration quotations directly from opportunities
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