How do I auto-populate a field through a URL in Jotform?
How can I view some vital system statistics at a glance - Key Metrics?
Can I have different Sales Stage options depending on my Opportunity type or other user selection? Conditional Sales Stage
Can I visualise gains and losses on Opportunities?
How do I set up OpenCRM to assign records by Round Robin?
How can I set up rules for recording Bonuses to Users within OpenCRM?
How can I set up Commissions for Users within OpenCRM?
How can I link Opportunities together and show the overral total values of these Opportunities?
How can I show all opportunities linked to a contacts company, under that contacts linked Opportunities tab? I am seeing opportunities linked to a contact that are not linked to that contact! Why?
I want Users to only see their own records - does this need individual Groups or Teams?
How can I bulk update the 'Start Date & Time' of Activities? Can I reschedule Activities?
How can I track spend variances / variations on the accounts / companies I deal with? What is the `Current Spend` field for?
How can I set up the Pipeline Graph on the Opportunities module?
Using the Active Period function on Opportunities. How to set a default period for Opportunity Expected Close Date.
A Video Overview of Activities
Campaigns Overview
Product Grouping, Sub-Tabs and Headers on Sales PDFs
How does OpenCRM calculate VAT compared to Sage?
How do I use Price Books and what are they for?
How to set up and use Advanced Commissions in OpenCRM
What is / how do I use revenue forecasting on Opportunities? How do I report on revenue forecasting?
Can I track Products at Opportunity level? Enabling the Products Grid on Opportunities
How do I get the Opportunity Probability to automatically update when I change the Opportunity Stage, and how do I customise the percent Values ?
How can I make Opportunities visible to linked Contact record owners as well as linked Company assigned to Users?
How do I convert a Lead to an Opportunity (Sales Pipeline)?
How do Targets work in OpenCRM? How can I set up them up for the Users in my Organisation?
How can I create Email Templates in OpenCRM?
Can I automatically update the Company type value based on an Opportunity status? For example - set the company type to customer when an opportunity is won?
What are Email Plans in OpenCRM?
Can I customise the names of PDF documents and associated emails?
Can I add anyone who has placed an order or had an invoice or quote from me on to an email campaign?
How can I make a payment on an Invoice?
There are boxes on Quotes, Sales Orders and Invoices that allow me to enter a Description or Terms, can these contain standard text?
How can I let users know an Invoice is already linked to a Sales Order to prevent them raising another one? Can I warn users when a Sales Order has already been created from a Quote?
Can I have product descriptions in multiple languages? How can I get the different languages to show on Quotes, Sales Orders and Invoices?
Can I automatically apply a discount to my Quotes and Sales Orders depending on the order value?
Stock Reports and Stock Tracking
Automatically Add a Product to an Opportunity, Quote, Sales Order, Invoice, or Purchase Order
Kanban Board View on Activities, Opportunities, Projects, Leads, Quotes, Sales Orders and Invoices
Apply filter to product search based on the value of a field on the parent record
How to create a Pay Now link to request payment of OpenCRM Invoices
Can you Automate the Despatch of Sales Orders