These are the capture templates for the Sales and CRM files. See this reference: https://orgmode.org/manual/Capture-templates.html
;; ---------------- Sales and CRM Captures start here --------------------------------
("s" "Sales and CRM")
("sl" "Sales Entry NEW LEAD" entry (file+headline "~/Path/to/your/file/sales.org" "Leads to be Refiled")
"* %^{lead} :company:crm:sales: \n:PROPERTIES:\n:COMPANY: \n:CREATED: %U\n:EST_AMNT: \n:ACT_AMNT: \n:ESTIMATE_NO: \n:EST_CLOSE: \n:PRCNT_DONE: \n:SOURCE: \n:ID: \n:END: \n
- *Next Actions* [/] \n - [ ] \n\n - *Notes and Links* \n - %i \n\n - *NOTED* %U \n - *wiwdatt*: %a \n\n** %\\1 Meetings :meet:sales:\n** %\\1 related Sales Tasks :sales:\n** %\\1 Emails :sales:emails:\n\n"
:prepend t :kill-buffer t :empty-lines-after 1
)
("sc" "Company Add New to CRM" entry (file "~/Path/to/your/file/crm.org")
"* %^{Company} :company:crm:sales:\n:PROPERTIES:\n:ID: %(org-id-uuid)\n:DOMAIN: \n:PIPELINE: %^{pick one|mycompany01|mycompany01}\n:CREATED: %U \n:REFERRED_BY: \n:END:\n\n** Notes :crm:sales:\n - %? \n** %\\1 Company Details :company:crm:sales:\n** %\\1 Contacts :people:crm:sales:\n\n"
:prepend t :unnarrowed t :kill-buffer 1 :empty-lines 2)
("sp" "People Add New to CRM" entry (file+headline "~/Path/to/your/file/crm.org" "crm to be Refiled")
"* %? :people:crm:sales:\n:PROPERTIES:\n:ID: %(org-id-uuid)\n:CREATED: %U \n:REFERRED_BY: \n:EMAIL: \n:PHONE: \n:END:\n\n - *Notes* \n - \n\n"
:unnarrowed t :kill-buffer 1)
("sm" "Sales Meeting Add New" entry (file+headline "~/Path/to/your/file/sales.org" "Sales to be Refiled")
"** MEET %^T | %? :meet:sales:\n:PROPERTIES:\n:CREATED: %U \n:STAGE: %^{Pick Sales Stage|Prospecting|Qualify|Pitch|Proposal} \n:CONTACT: \n:COMPANY: \n:END:\n\n - *Meeting Agenda*\n - \n\n - *Attendees*\n - \n\n - *Action Items* [/] \n -[ ] \n -[ ] \n\n - *Next Steps*\n - \n\n - *Meeting Notes*\n - \n\n - *metadata*\n - *wiwdatt*:\n - %a\n - *Created* %U\n\n"
:prepend t :kill-buffer t :empty-lines 1
)
("st" "Sales Task to Refile" entry (file+headline "~/Path/to/your/file/crm.org" "crm to be refiled")
"* TODO %? :work:sales:crm:\n:PROPERTIES:\n:OUTCOME: \n:CREATED: %U \n:END:\n\n - *Next Actions* [/] \n - [ ] \n\n - *Notes and Links* \n - %i \n - *NOTED* %U \n - *wiwdatt*: %a"
:prepend t :kill-buffer t :empty-lines 1
)
("se" "Email to Process" entry (file+headline "~/Path/to/your/file/sales.org" "Sales to be Refiled")
"* LOG %^u | Email from %:from: :sales:email:\n
:properties:
:mail_from: Your Name
:mail_to: %:fromaddress
:MAIL_IN_REPLY_TO: <%:message-id>
:MAIL_SUBJECT: %:subject
:REF: %a
:end:
- *wiwdatt*: %a
#+begin_quote
%i
#+end_quote
%?\n\n
- *Next Actions* [/] \n - [ ] \n\n - *Notes and Links* \n - \n\n - *NOTED* %U \n - *wiwdatt*: %a"
:prepend t :kill-buffer t :empty-lines 1
)
;; ---------------- Sales and CRM Captures end here --------------------------------
This needs to go into your emacs init file. See this for reference: https://orgmode.org/manual/Tracking-TODO-state-changes.html
(sequence "LEAD" "QUAL" "INPROG" "WAIT(@/!)" "|" "WON" "LOST(@/!)" "FLUSH(@/!)")
Alternatively, you could make it local to the file itself. Just add it to the header of the file.
#+TODO: "LEAD" "QUAL" "INPROG" "WAIT(@/!)" "|" "WON" "LOST(@/!)" "FLUSH(@/!)"
My sales file is just an ordinary .org file. The following is the header I've added at the top of the file. I'm including this here so you can see how the columns are defined for column view.
#+MODE: -*- mode: org -*-
#+STARTUP: overview
#+CATEGORY: sales
#+COLUMNS: %8TODO(Stage) %30ITEM(Deal) %10EST_AMNT(Est Amount) %10ACT_AMNT(Act Amount) %10CATEGORY(Category) %18EST_CLOSE(Est Close) %8PRCNT_DONE(prcnt Done) %18SOURCE(Source)
#+TITLE: Sales CRM
This is what the captured entries look like. Remember to use org-capture-refile to ensure that captures go under the right headings.
** QUAL Articulating Parts for Gripper Arm - Agent Smith, The Matrix
:PROPERTIES:
:COMPANY: [[id:b420e1c6-d7e2-4f58-9f90-e7f75171ff1c][The Matrix]]
:EST_AMNT: $ 3,00,000
:ACT_AMNT: 0
:ESTIMATE_NO:
:EST_CLOSE: [2024-08-20 Tue]
:PRCNT_DONE: 15
:SOURCE: Referral, Agent Brown
:ID: b9a1407f-a513-4439-87df-59818688b73e
:END:
*** Articulating Parts for Gripper Arm - Emails
**** LOG [2024-07-26 Fri] | Email from Agent Smith <smith@thematrix.ai>: :sales:email:
:properties:
:mail_from: Supertoothy
:mail_to: smith@thematrix.ai
:MAIL_IN_REPLY_TO: <mu4e header id I think. Basically a long string>
:MAIL_SUBJECT: RE: A brief intro to our Robotic Parts Supplies
:REF: [[A brief intro to our Robotic Parts Supplies]]
:end:
- *wiwdatt*: [[A brief intro to our Robotic Parts Supplies]]
#+begin_quote
Hi Supertoothy – Nice to connect.
We would like to discuss these robotic parts with you.
We'd also like to know how you're producing these parts
outside of the matrix,
and when you released yourself from our dream pods.
Plus - any chance of a discount?
#+end_quote
- *Next Actions* [0/1]
- [ ]
- *Notes and Links*
-
- *NOTED* [2024-07-29 Mon 19:49]
*** Articulating Parts for Gripper Arm - Meetings
**** MEET <2024-08-07 Wed 17:30> | Meeting with Mr.Smith, The Matrix :meet:sales:
:PROPERTIES:
:CREATED: [2024-08-02 Fri 21:34]
:STAGE: Pitch
:CONTACT:
:COMPANY:
:END:
- *Meeting Agenda*
- Convince Agents to let me supply parts for Machine
- Convince them the Invasion will be smoother with our support
- Walk away with the order
- *Attendees*
- Agent Smith
- Agent Brown
- *Action Items* [0/0]
-[ ] Get Pitch Deck Ready
-[ ] Get Arm Prototype Ready
- [ ] Have Unit Price in place
- *Next Steps*
-
- *Meeting Notes*
-
- *metadata*
- *Created* [2024-08-02 Fri 21:34]
*** Articulating Parts for Gripper Arm - Tasks
**** TODO Create Deck for meeting with Agent Smith :work:sales:crm:
DEADLINE: <2024-08-03 Sat>
:PROPERTIES:
:OUTCOME:
:CREATED: [2024-07-30 Tue 17:59]
:END:
- *Next Actions* [0/0]
- [ ]
- *Notes and Links*
- *NOTED* [2024-07-30 Tue 17:59]