Introduction

This document mainly specify the CRM. It’s a system that helps businesses manage their interactions with customers and potential customers.

CRM (Modules)

Lead js

On this doctype the details filled as normally a form filled and there is onrefresh function which fill the data in the salutation field and then it automatically the details of the gender field will be filled in the document. And a validation is there on the phone number that number do not exceed more than 10 digits.

On the child table, when user change or update the item code in the table then the the function call the function and get the item rate and amount in the table and on the basisi of the quantity , the amount will be changed or updated.

After this moved towards the buttons functionality. The button named the Quick Action.

function addCustomButtons(frm) { 
    if (frm.doc.status == "Contacted" || frm.doc.status == "Not Contacted" || frm.doc.status == "Follow Up" || frm.doc.status == "Open"){
        frm.add_custom_button(__("Follow up"), function(){
            frappe.call({
                method: 'ventura.customizations.lead.lead.handleIfParticipantAlreadyExist',
                args: {
                    docname: frm.doc.name,
                },

The function helps make follow-ups for leads easier and more organized in the CRM. It checks if there’s already an ongoing event for the lead, and if there is, it shows a message asking the user to close that event first.

If no event exists, it opens a form where the user can fill in details for the follow-up, like:

• Category: Choose if it’s a call, email, or message.

• Date: Pick a date and time (but past dates aren’t allowed).

• Assigned To: Select who will handle the follow-up, with the lead owner as the default option.

  Now there is a function which trigger when, When you click "Follow Up," a small form pops up to collect follow-up details. After submitting, it creates a follow-up event, updates the lead’s status, and shows a success message. It’s a quick and easy way to manage follow-ups in the CRM.

  And when the status is open and follow up then the button will be added there which is contact and. There is a functionality occurs which is cannot select the past date which is on selecting date .

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