Questions and problems

I cannot see the CRM app

Your user needs CRM in their app access in Settings → Users. If nobody in your company sees CRM, ask your Voltix contact to switch the app on.

I do not see my colleagues' deals

Users who are not administrators or managers only see records assigned to them or created by them. An administrator can tick CRM: view whole pipeline on your auth group in Settings → Authorization.

I cannot change Settings → CRM

Only administrators and managers can change CRM settings.

A quotation did not appear in the pipeline

Check Settings → CRM → Quotation sync: Create opportunities from quotations must be on, and the quotation must be at least the Minimum amount. Quotations saved before CRM was switched on are not added.

A deal was marked lost on its own

It came from a quotation that was cancelled or passed its valid-until date. The lost reason says which. Open the deal and click a stage to reopen it.

I cannot delete a stage

It still holds opportunities. Move them to another stage first.

Can I reopen a deal after winning it?

Yes. Open it and click a stage that is not the won stage.

Does CRM send anything to SAP or QuickBooks?

No. CRM stays in Voltix. Quotations and invoices go to SAP as usual.