Core EspoCRM capabilities that shape how a deployment captures leads and handles personal data.
Capturing website leads straight into EspoCRM: Lead Capture entry points for web forms and API calls, payload fields, target lists and campaigns, double opt-in email templates, team assignment and lead distribution.
Running different sales processes side by side in EspoCRM 10: enabling pipelines for leads, opportunities and custom entities, status fields as stages and assigning records to pipelines.
Freezing approved quotes, contracts or cases in EspoCRM 10: enabling Lockable per entity type, the Lock permission, mass lock actions and fields kept editable.
Sharing records with colleagues outside the owning team in EspoCRM 9 and later: enabling collaborators per entity type, what collaborators can see and post, and the Shared filter.
Assigning several owners to a record in EspoCRM: enabling Multiple Assigned Users per entity type, the 10-user default cap, migrating existing assignments and layout changes.
Defining working hours, holidays and leave for users and teams in EspoCRM: weekly schedules, working and non-working exceptions and how calendars affect scheduling.
Selling in several currencies with EspoCRM: currency list, default and base currencies, rates, conversion in filters and grid reports, and the currency rates API.
Publishing help articles in EspoCRM: article status and portals, expiration dates, ordering, linking articles to cases and portal role access to the Knowledge Base.
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