Managing the Full Sales Process in CRM: From Lead to Signed Contract

This tutorial guides you through the complete sales workflow in Easy8 CRM — from capturing a lead to signing a final contract. It combines best practices from lead management, opportunity handling, quoting, and contract generation.

Prerequisites

• CRM plugin must be installed and active.
• You must have permissions to work with Leads, Opportunities, Quotes, and Contracts.
• Price books and products must be configured for quoting.

Target audience

User

Step 1: Create and Qualify a Lead

1. Go to Global menu >> CRM >> Leads.
2. Click New Lead in the right sidebar.
3. Fill in the lead details and click Save.
4. To qualify the lead:
   • Open the lead detail.
   • Click Qualify.
   • Fill out the opportunity form and click Save.

At this stage, a new Opportunity is automatically created from the lead.

Step 2: Work with the Opportunity

1. Navigate to CRM >> Opportunities.
2. Find your opportunity using filters or the data view.
3. Open the opportunity to:
   • Add a sales activity
   • Add a related account or task
   • Assign it to a partner
4. Update fields as the opportunity progresses (e.g., status = “Negotiation”).

Step 3: Create and Configure a Quote

1. In the opportunity detail, click New Quote in the right sidebar.
2. Fill in:
   • Name
   • Currency
   • Brand
   • Optional: validity dates and product version
3. Click Save.

The quote appears just below the attachments section.

4. Right-click the quote to:
   • Add item: select products from your price books
   • Generate quotation: download a PDF offer
   • Make active, Duplicate, or Delete

Step 4: Mark the Opportunity as Sold

1. In the opportunity detail, click the Sold button in the top-right.
2. The opportunity becomes locked.
3. All items in the quote are converted into contracts.

Use Unlock in the sidebar if you need to revise the opportunity.

Step 5: Review the Resulting Contract

1. Go to CRM >> Contracts.
2. Select your contract type (e.g., Software, Implementation).
3. Find your newly created contract.
4. Open its detail to:
   • View assigned accounts and opportunities
   • Launch additional actions like create upsale opportunity

Step 6: Archive and Report

• Use CRM dashboards and widgets like User Sales Targets to track sales results.
• Archive disqualified leads and closed deals for clean reporting.
• Apply templates to reuse your configured CRM pages.

Conclusion

By following these steps, you can manage the full sales lifecycle in Easy8 CRM. The process starts with a lead and ends with a signed contract — all within one integrated tool.

Further Reading

• How to Work with Leads (How-To)
• How to Work with Opportunities (How-To)
• How to Work with Contracts (How-To)
• How to Work with Price Books and Products (How-To)

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