CRM Configurations

This section contains configuration pages for CRM — categories, stages, priorities, sources, industries, and BANT qualification templates. These settings control how leads and opportunities are classified, routed, and measured in Ultro ERP.

Quick links:

• Lead Categories — /docs/crm-configurations/crm-category
• Lead Sub Categories — /docs/crm-configurations/crm-sub-category
• Lead Priorities — /docs/crm-configurations/crm-priority
• Lead Stages — /docs/crm-configurations/crm-stage
• Industries — /docs/crm-configurations/industries
• Sources — /docs/crm-configurations/sources
• Lost Reasons — /docs/crm-configurations/lost-reasons
• BANT — Categories / Parameters / Sets / Setlines