Sales CRM Module

A full-featured Sales CRM module for dForge, providing lead management, opportunity tracking, quoting, and customer relationship management.

Entities

Entity	Description	Key Fields
account	Companies and organizations	name, type, industry, revenue
contact	People at accounts	name, email, phone, job title
lead	Prospective customers	name, company, source, status, rating
opportunity	Sales deals in pipeline	name, account, stage, amount, close date
opportunity_line	Products on opportunities	product, quantity, price, discount
quote	Price proposals	number, opportunity, status, total
quote_line	Line items on quotes	product, quantity, price, discount
activity	Calls, emails, meetings, tasks	type, subject, status, priority, due date

Data Model

Lead ──(converts to)──> Account + Contact + Opportunity

Account ──< Contact       (1:N)
Account ──< Opportunity   (1:N)
Account ──< Activity      (1:N)

Contact ──< Activity      (1:N)

Opportunity ──< Opportunity Line  (1:N)
Opportunity ──< Quote             (1:N)
Opportunity ──< Activity          (1:N)

Quote ──< Quote Line  (1:N)

products.product ──< Opportunity Line  (1:N)
products.product ──< Quote Line        (1:N)

Views

• Grids: Accounts, Contacts, Leads, Opportunities, Activities, Quotes
• Kanban: Lead Pipeline (by status), Sales Pipeline (by stage)
• Calendar: Activity Calendar (by due date)
• Master-Detail: Opportunities with Products, Quotes with Line Items

Roles

Role	Description
crm.admin	Full access to all CRM entities
crm.sales-manager	Full sales access; may edit shared products, not delete them
crm.sales-rep	Standard CRUD, no delete on accounts/opportunities
crm.viewer	Read-only access to all CRM data

Products

The product catalogue is not owned by CRM. products.product belongs to the shared products module, and Opportunity/Quote Lines reference it. Manage the catalogue under Products, not inside CRM.

Line items show only products flagged for_sale = true.

Price is not read from the product — products.product holds no price. unit_price on an Opportunity Line or Quote Line is the price agreed for that specific deal: enter it manually, or refresh it from a price list with Refresh Prices where the crm-pricing integration is installed.

Seed Data

Demo leads, opportunities, quotes, contacts and activities. Opportunity and Quote Lines reference the demo products seeded by the products module (IDs 1001–1010); CRM no longer ships a product seed of its own.

Dependencies

• admin >= 0.0.1 (for user references)
• parties >= 0.1.0 (shared customer/vendor directory)
• products >= 0.1.0 (shared product catalogue referenced by line items)