1
Open the record
Start from the customer or lead profile so all activity, notes, and status details are in one place.
All features
Feature guide
Use Stocks Management with confidence
Purpose This feature manages stock-related records and inventory visibility. How to use it Use it when physical items, stock levels, or inventory-linked business workflows are part of operations. Connected areas This feature should be used as part of the broader etellu System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date. Best practice Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.
How to use Stocks Management
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Update the important fields
Set the current stage, status, source, owner, and any details your team uses to decide what happens next.
3
Add context
Record notes, tasks, documents, or activity so another team member can understand the situation quickly.
4
Follow up with confidence
Use the updated record to send the next message, schedule the next action, or close the loop.
Where it helps
Stocks Management helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Stocks Management?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
