CRM- Processes

The CRM key processes are listed below:

Campaign Management
Lead Management
Student Admission Key activites that need to be performed in the given sequence are as given below:

Campaign Management

New Campaign Creation variant- Process flow

Various activities executed under this process are given below:

Activity	Executed by	Navigation	Link
Planning the budget for the campaign	Senior Marketing Manager Marketing Executive	Home > CRM > Campaign > Add Campaign	[Click here]
Material Request Creation	Various Department	Home > Select Buying Module > Select Material request Creation	[Click Here]
Approval Process	As per Approval Matrix	Approval Workflow	[Click Here]
Material Request Submit	As per Approval Matrix	Home > Select Buying Module > Select Material request which we got the Approval	[Click Here]
Purchase Invoice Creation	Senior Marketing Manager / Requestor / General Affairs	Home > Select Buying Module > Select Purchase Invoice Creation	[Click Here]
Payment Request Creation	Requestor	Home > Select Buying Module > Select Purchase Invoice Created>Click on Create Tab> Select Payment Request	[Click Here]
Bank Entry Creation	Finance Business Partner	Home > Accounting > Bank Entry	[ClickHere]
Payment Reconciliation	AP Executive / Finance Manager	Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation	[Click Here]

Various activities executed under this process are given below:

Activity	Executed by	Navigation	Link
Lead Creation	Marketing Executive	Lead creation through Web Form: Home> Website > Web Form > Web Form List OR Manual Lead Creation: Home > CRM > Sales Pipeline > Lead in ERPNext	[Click here]
Lead Follow-Up Updation	Marketing Executive Admission Manager	Home > CRM >Sales Pipeline > Lead > Follow up tab	[Click here]
Lead Status Updation	Marketing Executive	Home > CRM > Lead > Lead List	[Click here]

Activity	Executed by	Navigation	Link
Lead Status Updation	Marketing Executive	Home > CRM > Lead > Lead List	[Click here]