The CRModular interface is currently in Turkish. Menu and button names are shown in bold Turkish with an English explanation in brackets.
1. Sales path
Under Ayarlar → Satış Yolu (Settings → Sales path), add guidance and required steps to each opportunity stage. An opportunity cannot move to the next stage until its required steps are done.
Standard stages and automatic probabilities:
| Stage (shown in Turkish) | Probability |
|---|---|
| Prospekt (Prospecting) | 10% |
| Nitelik (Qualification) | 25% |
| Analiz (Needs analysis) | 40% |
| Teklif (Proposal) | 60% |
| Müzakere (Negotiation) | 80% |
| Kazanıldı / Kaybedildi (Won / Lost) | 100% / 0% |
New companies do not get a sample sales path; set it up for your own process.
2. Win and loss reasons
Under Ayarlar → Kazan/Kaybet Nedenleri (Settings → Win/loss reasons) add reasons such as price, competitor chosen, no budget, project postponed, product fit. Choosing a reason is mandatory when a deal is lost; track the distribution on the Kazan/Kaybet Analizi (Win/loss analysis) screen.
3. Routing and automatic assignment
Under Ayarlar → Yönlendirme (Settings → Routing):
- Territories: a territory tree (e.g. Marmara, Aegean, Central Anatolia) and its members.
- Routing rules: e.g. lead · city = İzmir → Aegean territory. Rules with a lower priority number run first.
- Assignment groups: Round Robin, Least Busy, Random or Manual.
Leads, accounts, opportunities and cases that arrive without an owner are assigned by these rules.
Check
Create a lead with city İzmir and no owner; it should be assigned to a rep in the Aegean territory.
Tracking opportunities
On Satış Yönetimi → Fırsatlar (Sales → Opportunities) switch between Tablo (table), Kanban and Takvim (calendar) views.