Win more freight business, in the same system.

The Sales module is the full CRM pipeline plus the rate-management layer.

• Leads — top of funnel; raw prospects.
• Opportunities — qualified leads with a $ value.
• Quotations — versioned quotes (Parent / Version pattern).
• Tenders — multi-lane RFQ responses.
• Contracts — signed rate agreements with surcharges.
• Activities + Tasks — calls, visits, follow-ups.
• Mobile Visit — field-friendly visit-log screen.

Lead Sources classify how a lead found you. Used in conversion funnel reports to see which sources convert best.

Loss Reasons classify why a Lead was disqualified or an Opportunity was lost. Drives Win/Loss analysis report — shows where you're losing on price vs. service vs. timing.

Sales Stages define the discrete steps an Opportunity moves through. Each stage has:

• Display Order
• Probability % (default for opportunities at this stage)
• Color (drives badge color in lists/dashboards — change without code)

Standard sequence: Prospecting → Qualified → Proposal Sent → Negotiation → Closed Won / Closed Lost.

Activity Types classify CRM activities. Each type has a Name and optionally an icon. Activity Reports group by type.

Competitors is your master list of competing forwarders. Used to record which competitor won lanes you lost — drives competitive intelligence.

Sales Targets track salesperson goals. Each target has User, period (quarter/year), revenue target, volume target. Reports show actual revenue/volume vs. target — gauge chart shows attainment %.

Settings that apply across the entire Sales module. Each setting is grouped under a Category tab — pick the tab, change the value, click Save Settings.

A Lead is a sales prospect — someone who might become a customer but isn't yet. Each lead has Contact info, qualification status, source (Lead Sources master), and meta-data.

Conversion workflow:

• Status changes: New → Contacted → Qualified → Converted (or Disqualified)
• Convert action ties this lead to a Customer Party — moves them out of pipeline into customer data
• Disqualify action records a Loss Reason — stays as historical reference but no longer active

Activities is your CRM activity log. Each activity records who/when/what:

• Activity Type (Call / Meeting / Email / Visit / Note / etc.)
• Related to: a Lead, Opportunity, or Customer (polymorphic)
• Date, duration, notes
• Optional GPS coordinates (if logged via mobile visit)
• Follow-up flag

Reports across activities tell you who's active, which customers haven't been contacted recently, etc.

Sales Tasks are personal reminders for sales staff. Date-driven: tasks past their due date show as overdue (red badge); tasks due today show as orange; future as normal.

Quick-action chips on each row let you snooze (1d / 3d / 7d), complete, or delete without opening the task.

An Opportunity is a deal in your pipeline. Each opportunity has:

• Customer (or Lead, if pre-conversion)
• Stage (Sales Stages master — drives the pipeline view)
• Estimated value, probability %, expected close date
• Services Junction — tick which services are in scope (sea / air / road / warehousing / customs / etc.)
• Win/Loss tracking on close

Reports: Pipeline by Stage (probability-weighted), Conversion Funnel, Win/Loss Analysis.

A Quotation is a formal price offer to a customer. Multi-line: each line has commodity, qty, rate (in line currency), FX rate to header currency, min charge floor, tax. Header total auto-sums.

Versioning: when you need to revise a quote, the New Version action copies all lines into a new record (VersionNumber+1, ParentQuotationId set), marks the old version as "Superseded". The QuotationNumber stays the same — the version is what differs.

Mobile Visit is a single-screen visit logger built for in-the-field use. Sales reps open it on their phone while at a customer's office:

• Pick the customer (or lead/opportunity)
• Tap "Capture GPS" → location auto-recorded
• Add visit notes, promises, agreed actions
• Optionally schedule a follow-up task in one click

Layout is single-column, large fonts (1.05rem), large padding on inputs/buttons. Works on any phone browser.

A Tender is a multi-lane bid you're responding to (typically a customer issuing an RFQ for annual freight rates). Each tender has many Lanes (origin → destination, mode, equipment, volume estimate). For each lane you submit a response.

Mode-aware: Sea lanes show Sea Ports dropdowns; Air lanes show Air Ports; Road lanes show Cities. The lane grid swaps origin/destination dropdowns dynamically based on Mode.

Sales Reports is a single screen with 5 tabs:

1. Pipeline by Stage — bar chart of opportunity value per stage, probability-weighted
2. Conversion Funnel — Lead → Contacted → Qualified → Converted with conversion %
3. Win/Loss Analysis — closed opportunities + reason
4. Salesperson Activity — activities per rep over time
5. Tender Pipeline — open tenders with days-to-deadline urgency

Each tab is filterable (date range, salesperson). Reports refresh on filter change.