2020-05-10 18:06:33 +00:00
|
|
|
{
|
|
|
|
"allow_roles": [
|
|
|
|
{
|
|
|
|
"role": "Sales Master Manager"
|
|
|
|
},
|
|
|
|
{
|
2020-05-20 07:25:34 +00:00
|
|
|
"role": "Sales Manager"
|
2020-05-10 18:06:33 +00:00
|
|
|
},
|
|
|
|
{
|
2020-05-20 07:25:34 +00:00
|
|
|
"role": "Sales User"
|
2020-05-10 18:06:33 +00:00
|
|
|
}
|
|
|
|
],
|
|
|
|
"creation": "2020-05-09 23:42:50.901548",
|
|
|
|
"docstatus": 0,
|
|
|
|
"doctype": "Module Onboarding",
|
|
|
|
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/CRM",
|
|
|
|
"idx": 0,
|
|
|
|
"is_complete": 0,
|
2020-07-08 08:55:51 +00:00
|
|
|
"modified": "2020-07-08 14:05:42.644448",
|
2020-05-10 18:06:33 +00:00
|
|
|
"modified_by": "Administrator",
|
|
|
|
"module": "CRM",
|
|
|
|
"name": "CRM",
|
|
|
|
"owner": "Administrator",
|
|
|
|
"steps": [
|
|
|
|
{
|
|
|
|
"step": "Introduction to CRM"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"step": "Create Lead"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"step": "Create Opportunity"
|
|
|
|
},
|
|
|
|
{
|
|
|
|
"step": "Create and Send Quotation"
|
|
|
|
}
|
|
|
|
],
|
2020-07-08 08:55:51 +00:00
|
|
|
"subtitle": "Lead, Opportunity, Customer, and more.",
|
|
|
|
"success_message": "The CRM Module is all set up!",
|
|
|
|
"title": "Let's Set Up Your CRM."
|
2020-05-10 18:06:33 +00:00
|
|
|
}
|