crm_lead_product

Purpose

Allows CRM teams to attach detailed product lines to leads and opportunities for product-based revenue forecasting and reporting.

Features

crm.lead: adds a Products tab showing lead lines and keeps expected revenue aligned with the sum of their expected amounts.
crm.lead: recalculates expected revenue during lead-to-opportunity conversion based on associated product lines.
crm.lead.line: lets users select products, categories, or templates per lead with automatic unit pricing, UoM alignment, and expected revenue calculation.
crm.lead.line: computes probability-adjusted prorated revenue for opportunity lines using the lead probability.
crm.product.report: builds a reporting view combining leads and their product lines with quantities, stages, and revenue metrics.
crm.product.report: delivers pivot, graph, and list analyses plus a Pipeline by product menu for product-focused pipeline monitoring.
security: grants internal users permissions to maintain lead product lines and access the pipeline-by-product analytics.