# CRM - [Lead](https://help.quickappflow.com/product-guides/crm/lead.md): “Leads” is a term commonly used in various contexts to refer to potential customers or opportunities that a business or individual can pursue for sales, marketing, or other purposes. - [Lead Activity](https://help.quickappflow.com/product-guides/crm/lead-activity.md) - [Opportunity](https://help.quickappflow.com/product-guides/crm/opportunity.md): Opportunity is a potential business deal or interaction that could lead to a sale or a positive outcome for a company. Opportunities tracked and managed within a CRM. - [Opportunity Activity](https://help.quickappflow.com/product-guides/crm/opportunity-activity.md) - [Customer](https://help.quickappflow.com/product-guides/crm/customer.md): A customer is an individual or entity that has a relationship with a business. - [Customer Activity](https://help.quickappflow.com/product-guides/crm/customer-activity.md) - [Contact](https://help.quickappflow.com/product-guides/crm/contact.md): The Contacts feature within QuickAppFlow enables you to consolidate all your contacts into a single location, complete with their affiliations with corresponding companies. - [Quotation](https://help.quickappflow.com/product-guides/crm/quotation.md): Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions. - [Share Quotation through Email](https://help.quickappflow.com/product-guides/crm/quotation/share-quotation-through-email.md) - [Invoice](https://help.quickappflow.com/product-guides/crm/invoice.md): Invoice is a critical element in the sales process, as it formalize payment requests,record transactions,ensure legal compliance,aid in financial management, and contribute to efficient communication. - [Share Invoice through Email](https://help.quickappflow.com/product-guides/crm/invoice/share-invoice-through-email.md) - [Purchase Order](https://help.quickappflow.com/product-guides/crm/purchase-order.md): Purchase orders play a pivotal role in maintaining order accuracy, contract adherence, and efficient communication between buyers and sellers in the sales process. - [Target](https://help.quickappflow.com/product-guides/crm/target.md): Clear targets give sale representative a clear direction and purpose, helping them prioritize their efforts. - [Marketing](https://help.quickappflow.com/product-guides/crm/marketing.md) - [Configure Email Campaign](https://help.quickappflow.com/product-guides/crm/marketing/configure-email-campaign.md): “Email Campaign" refers to the process of planning, creating series of targeted emails with the goal of achieving specific objectives, such as promoting products, or increasing conversion - [Configure SMS Campaign](https://help.quickappflow.com/product-guides/crm/marketing/configure-sms-campaign.md): Configuring an SMS (Short Message Service) campaign involves setting up and organizing all the necessary components to execute a targeted and effective SMS marketing campaign. - [Sales Pipeline](https://help.quickappflow.com/product-guides/crm/sales-pipeline.md): A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer - [Stages](https://help.quickappflow.com/product-guides/crm/sales-pipeline/stages.md) - [Product](https://help.quickappflow.com/product-guides/crm/product.md): Organizations provide goods and services as a product. A list of products is an important part of business process. - [User Mapping](https://help.quickappflow.com/product-guides/crm/user-mapping.md) - [User Permission](https://help.quickappflow.com/product-guides/crm/user-mapping/user-permission.md) - [Company](https://help.quickappflow.com/product-guides/crm/company.md): QuickAppFlow allows you to add a company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions. - [Company Activity](https://help.quickappflow.com/product-guides/crm/company-activity.md) - [Company](https://help.quickappflow.com/product-guides/crm/company-1.md) - [Bulk Edit Lead](https://help.quickappflow.com/product-guides/crm/bulk-edit-lead.md): Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity by offering to manage and update data in larger quantities within the system. - [Bulk Edit Opportunity](https://help.quickappflow.com/product-guides/crm/bulk-edit-opportunity.md): Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity, offering to manage and update data in larger quantities within the system. - [Bulk Edit Customer, Contact and Company](https://help.quickappflow.com/product-guides/crm/bulk-edit-customer-contact-and-company.md) - [CRM Users](https://help.quickappflow.com/product-guides/crm/crm-users.md) - [Create Invoice](https://help.quickappflow.com/product-guides/crm/create-invoice.md) - [WhatsApp Campaign](https://help.quickappflow.com/product-guides/crm/whatsapp-campaign.md) - [CRM List](https://help.quickappflow.com/product-guides/crm/crm-list.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.quickappflow.com/product-guides/crm.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.