Welcome to Openia CRM Openbravo ERP module wiki!
Openia CRM is fully integrated with Openbravo ERP and allows you to handle leads, opportunities, the scheduling of business activities directly from the Openbravo platform.
In this first part of the wiki we will introduce you to our CRM with a set of quickstart steps such as configuring the Users, the SMTP Mail Server and some CRM useful background processes.
In the next days we will publish the sections that will provide you a deeper insight on every CRM feature.
Openia CRM - Fast Lookup
Openia CRM - Calendar
Openia CRM - Activities
Openia CRM - Opportunities
Openia CRM - Leads
Openia CRM - Documents
Openia CRM - Cases
Openia CRM - User Access Management to your Data
Openia CRM - Functionality of Interest to Leads