Home > ANSIS Business System > CRM & Marketing
CRM & Marketing¶
Overview of lead management, pipelines, campaigns, and automations.
Overview¶
- Leads, opportunities, pipelines
- Email campaigns and marketing automation
Dependencies¶
- Odoo apps:
crm,marketing_automation - Internal modules: list custom CRM add-ons
Setup and Configuration¶
- Stages, tags, scoring
- Campaign templates and segments
Models and Key Fields¶
crm.lead,crm.teammarketing.campaign
Views and Actions¶
- Kanban pipeline views
- Campaign execution and analytics
Permissions and Security¶
- Salesperson vs manager
- Access rules on leads/opportunities
Business Workflows¶
- Lead → qualification → opportunity → won/lost
- Campaign launch → responses → conversion
Integration Points¶
- Email gateways, website lead forms
- APIs for lead import/export
Troubleshooting¶
- Duplicate leads
- Bounce management and deliverability
FAQs¶
- How to define pipeline stages?
- How to segment audiences?
Related Modules and Docs¶
- Links to sales and website modules
- Cross-references to system management