Event CRM Sale Module (Event-CRM-Sales Integration)
Auto-create leads and sales opportunities from events with flexible rules and comprehensive tracking.
Event CRM Sale module connects Event, CRM, and Sales to auto-create leads from event orders and registrations.
Configure flexible lead rules, track sales opportunities from event attendees, and manage pipeline effectively.
Key Features
Key points
• Auto-create leads from event sale orders.
• Track leads from event registrations.
• Configure flexible lead rules by event, product, customer.
• Link leads with orders and event registrations.
• Track sales pipeline from event attendees.
• Report conversion from events to sales opportunities.
Core EN/VI Terminology
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Lead | Khách hàng tiềm năng | Unqualified sales opportunity from event. |
| Opportunity | Cơ hội | Qualified lead converted to sales opportunity. |
| Lead Rule | Quy tắc Lead | Conditions to auto-create leads from event orders. |
| Event Registration | Đăng ký Sự kiện | Event attendee information. |
| Sale Order | Đơn hàng | Order for event tickets or services. |
| Sales Team | Đội Bán hàng | Team responsible for tracking leads. |
| Lead Source | Nguồn Lead | Origin of lead (specific event). |
How the Module Works
Event CRM Sale module acts as a bridge between three modules: Event (event management), CRM (lead management), and Sales (order management). When customers purchase tickets or register for events, the system auto-creates leads in CRM based on configured rules.
Key points
• Event order → Auto-create lead → Assign to Sales Team.
• Event registration → Link with lead → Track opportunity.
• Lead → Convert to Opportunity → Manage sales pipeline.
Lead Creation Workflow from Event Orders
When an order containing event products is confirmed, the system checks lead rules and auto-creates a new lead in CRM with customer info, event details, and order value.
Steps
1. Customer purchases event ticket via Sales → Sale Order.
2. Confirm order (Confirm Sale Order).
3. System checks Lead Rule matching event/product.
4. Auto-create Lead in CRM with info: Customer, Event, Expected Revenue.
5. Lead assigned to configured Sales Team.
6. Salesperson tracks and converts Lead to Opportunity.
Configuring Lead Rules for Sale Orders
Lead Rules define conditions to auto-create leads from event orders. Can configure by specific event, product type, or customer.
Key points
• Can create multiple rules for different events.
• Rule priority order: Specific Event → Product → Customer.
• Lead auto-inherits order info: Contact, Phone, Email, Expected Revenue.
Steps
1. Go to CRM → Configuration → Lead Generation Rules.
2. Click New to create new rule.
3. Fill Name (rule name) and select Event (applicable event).
4. Choose Sales Team to receive leads.
5. Set conditions: Event Product, Customer Type, Order Amount.
6. Select Lead Type: Lead (unqualified) or Opportunity (qualified).
7. Activate rule with Active checkbox.
Tracking Leads from Event Registrations
Each event registration can link with a lead in CRM to track sales opportunities from attendees.
Key points
• Lead displays event info: Event Name, Registration Date, Ticket Type.
• Can manually create lead from Registration if not exists.
• Use Convert to Opportunity button to convert lead.
Steps
1. Open Event Registration in Event → Registrations.
2. In Lead/Opportunity field, view auto-created lead.
3. Click lead to view details in CRM.
4. Track lead status: New → Qualified → Proposition → Won/Lost.
5. Update lead info: Expected Revenue, Probability, Next Activity.
Links Between Event, Sale Order, and Lead
Data Relationships
| Module | Object | Link |
|---|---|---|
| Event | Event Registration | Links with Lead/Opportunity in CRM |
| Sales | Sale Order | Auto-creates Lead when event order confirmed |
| CRM | Lead/Opportunity | References source Event and Sale Order |
Configure Sales Team for Events
Steps
1. Go to CRM → Configuration → Sales Teams.
2. Select or create new Sales Team.
3. Add Members (salespeople).
4. Set Lead Assignment: Manual, Random, Balanced.
5. Configure Domain to filter leads by specific event.
6. Use this team in Lead Rule.
Track Conversion from Events to Sales
Key points
• CRM Dashboard: Lead overview from events, conversion rate, expected revenue.
• Pipeline View: Track leads by stage (New → Qualified → Won).
• Event Analysis: Report event effectiveness by lead count and revenue.
• Lead Report: Analyze leads by event source, sales team, time period.
Working with Leads from Events
Steps
1. Lead auto-created from event order.
2. Salesperson receives notification of new lead.
3. Contact customer to confirm needs (call, email).
4. Update lead info: Probability, Expected Closing Date.
5. Schedule next activity: Meeting, Call, Email.
6. Convert lead to Opportunity when opportunity confirmed.
7. Create Quotation from Opportunity and track until Won/Lost.
Best Practices
Key points
• Configure Lead Rules for each event type to automate.
• Use Lead Source to distinguish leads from different events.
• Set up dedicated Sales Team for major events.
• Track conversion rate to evaluate event effectiveness.
• Integrate Email Marketing to nurture leads from events.
• Use Tags to categorize leads by interest or industry.
• Update leads immediately after event to increase conversion.
• Analyze leads by Event Type to optimize marketing strategy.
Integration with Other Modules
Key points
• Event: Auto-create leads from registrations and event orders.
• Sales: Link leads with quotations and sale orders.
• Email Marketing: Send campaigns to leads from events.
• Website: Create leads from online event registrations.
• Accounting: Track actual revenue from converted leads.
User Groups and Permissions
Access Control
| Group | Main Permissions |
|---|---|
| Event User | View leads related to events, update registration info. |
| Salesperson | Manage assigned leads, convert to opportunity, create quotations. |
| Sales Manager | Full access: configure lead rules, manage sales teams, view all leads, conversion reports. |